Referral partners

You have the trust. We have the arithmetic.

Accountants, practice consultants, brokers, IT and POS resellers — you see processing fees on every P&L and every closing statement. The audit gives you something concrete to hand a client: their own statement, explained line by line, with the comparison shown. If their current deal is fair, we say so — which is exactly why the referral is safe to make.

Who this fits

People whose word is their product.

CPAs & bookkeepers

The line item you already see

Card fees sit on every P&L you prepare. Referring the audit turns a recurring client question into a documented answer — with your client keeping the sheet either way.

Consultants & brokers

Overhead reviews and ownership changes

Practice consultants trimming overhead and brokers mid-transition both hit processing. The audit slots into your engagement as a deliverable you didn’t have to build.

IT & POS resellers

Keep the hardware, skip the processing

You sell and support the equipment; we handle the processing relationship and stay out of your lane. Your client gets one accountable person on each side.

Start the conversation

Tell us who you serve.

A short note is enough — who your clients are and how you’d like referrals handled. Replies come from Triton directly and we shape terms together before anything moves.

  • Your client relationship stays yours
  • Every referral gets the same honest audit
  • Partnership terms agreed in writing, together
  • Prefer the phone? (803) 721-2345

No client data here — just how to reach you. Referral specifics come later, in writing.