For service providers
Referrals that actually close.
Firmtree sits in the deal flow of new founders working through the Startup Path and growing operators going through a business assessment. Every one of them has real, timely needs — and Network Partners get matched to the ones that fit.
Who it's for
If you serve small businesses, this is built for you.
CPAs and accountants are explicitly welcome — along with attorneys, insurance brokers, payments and POS providers, payroll providers, IT, and marketing specialists.
CPAs and accountants
Attorneys
Insurance brokers
Payments and POS providers
Payroll providers
IT and technology providers
Marketing specialists
How matching works
Real needs, generated automatically, routed to the right partner.
- New entrepreneurs work through Startup Path checklists that surface exactly what they need next
- Growing operators complete a free business assessment that surfaces their gaps
- Firmtree matches each need to the local partners who cover it
- You get the inquiry — already qualified, already local
What partners get
Everything you need to close, nothing you don't.
A directory profile
A real profile in front of founders and operators actively looking for exactly what you do.
In-platform inquiries and chat
Leads reach you inside Firmtree — no cold-email guesswork, no lost phone tag.
Ongoing lead routing
Firmtree-acquired leads and reciprocal referrals from other partners, routed to you as they come in.