For CPAs & EAs

Join the FinXteam CPA network.

We send you SMB owners who already have connected books and a flagged need — not cold leads. Verify once, get a listed public profile, and let clients find you. A founder reviews each application, usually within 48 hours.

  • Pre-qualified clients with connected books — not cold leads
  • Set your own rate and keep the relationship on-platform
  • Verify once, then get a listed public profile clients can find

FinXteam prepares review-ready outputs — it does not replace a licensed CPA. You or your invited CPA approve all final books, filings, and decisions.

  1. 1

    You apply ~ 5 minutes

    Tell us about your license and practice on the right. Nothing is charged.

  2. 2

    We verify + review usually within 48 hours

    We confirm your license is active and in good standing, and a founder reads every application.

  3. 3

    Your profile goes live ~ 10 minutes

    Set your rate, specialties, and availability. Your verified profile becomes searchable in the directory clients browse.

  4. 4

    You start getting matched ongoing

    We route pre-qualified SMB owners — already with connected books and a flagged need — straight to you. Keep the relationship on-platform.

Why verify?Clients trust the directory because every CPA is license-verified and E&O insured. The bar is part of the value — for you and for them.

You & your license

Your practice

How do you practice?

By submitting, you agree to our terms & privacy.

Already on the network? Sign in →