5.0 rating
Capture referral revenue from EOFY tax planning, BAS timing reviews, and equipment replacement conversations. Commission on every approval.
We generate complete doc packs with depreciation schedules, equipment registers, and financier statements—all ready for your client files.
Most approvals land within 24 hours. Your clients get clarity fast; you close advisory engagements with confidence.
No follow-ups. No chasing documents. We handle approvals, settlements, and compliance end-to-end while you focus on advisory.
Track all your referrals, approvals, and commissions in one place. Monthly statements ready for your records.
Zero upfront fees. Zero ongoing costs. We only succeed when your clients get finance.
During tax planning or advisory, you identify an asset or equipment need. You share the client's situation with us via our partner portal.
We gather docs, run credit checks, and confirm rate & term within 24 hours. Your client sees the weekly repayment and gets pre-approval instantly.
We generate tax-ready docs: equipment register, depreciation schedule, and settlement statements. Everything lands in your client portal.
We handle settlement with the supplier. You receive commission within 30 days. Your client owns the asset; you own the relationship.
With complete docs, same-day approvals are possible. Approvals and timelines vary.
Challenge: Mid-market accounting firm struggled to monetise equipment replacement conversations at year-end. Clients would delay; firm had no vehicle for quick decisions.
Outcome: Now captures $15k–$25k commission annually from seasonal asset-finance referrals. Clients close asset decisions same-day; firm deepens advisory relationship.
Challenge: Bookkeepers identified cash-flow improvement opportunities but lacked finance product to close the loop with clients.
Outcome: Partner now recommends working capital and fleet equipment finance. Three referrals per month on average. Commission offsets staff costs; clients upgrade equipment on predictable terms.
Challenge: Advisory firm's clients owned aging fleets but avoided replacement due to perceived complexity and approval friction.
Outcome: With Emu Money handling underwriting and docs, firm now facilitates 5–8 fleet refreshes per quarter. Clients get tax-deductible assets; firm earns referral revenue and client stickiness.
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