Become a Referral Partner

At Bookkeeper Lady, we understand that finding financing quickly is important, which is why we can steer you and your client to the best possible financing options without having to shop your client’s file around. We believe in creating long-term relationship building with brokers and other financing professionals. To best ensure such relationships we believe in providing our partners with exceptional service. We understand that your clients are looking for the best rates and terms available, which is why we are able to match your loan request with our network of traditional banks, SBA lenders, private investment banks and a full-range of alternative business lenders. We believe in always starting a financing request by trying to find traditional and bank-rate financing, to provide clients with the best possible financing facility.

We believe in steering our clients toward traditional bank financing first to ensure the best possible fit for their business. We believe in educating our partner brokers on all the financing options available for their clients, and future clients, so they can make the decision that best benefits the clients’ businesses. If you are a loan broker, business broker, business consultant, commercial real estate broker, CPA, vendors, or merchant processor, and are looking for financing for a client, we will value your referral, and promise to work diligently and responsively to fulfill your client’s needs.