For referral partners
For bankers, attorneys and advisors.
Much of my practice comes from professionals who serve business owners. If one of your clients needs a hands-on accountant who understands what it takes to run a business, I’d be glad to help.
- Commercial bankers
- Attorneys
- Financial advisors
- Insurance professionals
- Business brokers
- Other professionals who serve small businesses
What you can expect from me
Your client stays your client
I’m an accountant, not a competitor. I stay in my lane and respect the relationship you’ve built.
I keep you in the loop
With your client’s permission, I’ll coordinate with you so the financial picture, the legal work and the plan all line up.
Numbers you can rely on
Timely, accurate financial statements make your job easier, whether that’s underwriting a loan, structuring a deal or planning for the future.
An owner’s perspective
I ran a manufacturing business for 28 years and sold it. I understand what your clients are going through because I’ve been through it.
Clients I can help most
- Established business owners whose books aren’t keeping up with the business
- Owners preparing for a loan, an expansion or a major purchase
- Owners thinking about selling, or getting ready to
- Businesses that need CFO-level guidance but not a full-time CFO
How to refer someone
The simplest way: give them my number, or call me yourself and tell me a little about the situation. I’ll take it from there and let you know once we’ve talked.
(913) 229-5989Or email rgregorycpa@gmail.com. Please don’t send a client’s tax documents or financial details by email.
Let’s get acquainted.
If you work with business owners in the Kansas City area, I’d enjoy meeting you, even before there’s a specific client to talk about.