Accountants
Clients asking how to strengthen credit or prepare for financing.
Breeze Wealth Solutions partners
Turn Your Client Conversations Into a Second Revenue Stream
Partner with Breeze Wealth Solutions and turn client questions about credit or funding into warm referrals — and a referral fee for you.
Apply to PartnerClients often ask their accountant, bookkeeper, tax preparer, or real estate agent about credit issues or funding needs — questions outside that professional’s lane. Instead of that moment going nowhere, a partnership with Breeze Wealth Solutions turns it into a trusted handoff.
What we do
- Personal credit repair & restoration
- Credit building & tradeline strategy
- Business funding consulting: credit stacking and lender matching
- Fundability audits for entities
What you get
- A referral fee on every client who enrolls
- Your client relationship stays yours — we don’t touch your tax, bookkeeping, or brokerage business
- A simple one-introduction handoff
- Status updates on referred clients
Built for
Bookkeepers
Business owners ready to separate finances and become fundable.
Tax preparers
Clients looking for capital after filing season.
Real estate agents
Buyers stuck on credit before mortgage pre-approval.
1 Accountant × 50 Clients on Book
50 Warm Leads, On Autopilot
Partner application
Let’s explore the fit
Tell us a little about your practice. We’ll be in touch within 1–2 business days to talk through partnership terms.
Questions before you apply? Email [email protected] or call 917-553-9042.