As a tax professional, you have access to something most funding companies don’t — trust.

Your clients rely on you for one of the most sensitive parts of their business. That puts you in a unique position to not only save them money but help them grow by accessing it. With capital advisory services, you can create a new high-margin revenue stream without overhauling your business.

Here’s how.

Why Tax Professionals Are Perfectly Positioned

You already know the story behind the numbers — income trends, cash flow challenges, seasonal patterns, debt obligations. You’ve seen what business owners deal with before the banks ever do.

That insight makes you an ideal funding advisor.

Instead of just handing your clients off to a random lender (or worse, letting them go it alone), you can:

• Diagnose their funding readiness

• Show them the best options based on their profile

• Guide them through improving their financial positioning

• Deliver a complete, professional capital plan

And now, you can do it all without being a funding expert — thanks to platforms like Trulli.

How It Works With Trulli

With Trulli, you don’t need to learn underwriting or build lender relationships. The platform handles the analysis. You focus on client conversations and delivery.

Here’s the breakdown:

• Input your client’s personal credit data and basic business info

• Trulli analyzes it across thousands of lenders and products

• You get a clear funding sequence: which products, when to apply, how much, and how to prepare

• Package the results into a Funding Plan and charge for your expertise

You’re not submitting applications. You’re not selling products. You’re providing clarity and strategy.

What You Can Offer Clients

Depending on how involved you want to be, you can add:

• One-time Funding Strategy Plans ($500–$2,000)

• Quarterly Capital Reviews as part of your advisory packages

• Funding Optimization + Credit Consulting

• Ongoing Capital Partner Access for retained clients

You can also refer clients to lending partners or brokers if you want to offer full-service access — or let them handle it using your plan.

Monetization Example: Add $100K+ Per Year

Let’s say you work with 100 business clients per year.
If 25% of them buy a Funding Plan at $1,500, that’s:

25 x $1,500 = $37,500

Add in 10 new clients from referrals per quarter = 40 x $1,500 = $60,000

You’re already past $97,500 — and that’s just from a single offer.
Now layer in retainer-based capital advisory, or add it to your high-ticket tax planning services.

Why Clients Say Yes

• They’re already asking how to get a line of credit or loan

• They want a trusted advisor, not a broker they just met

• They don’t know how to compare options or avoid predatory lenders

• You have their financial story — they don’t need to start from scratch

• Trulli gives you a done-for-you system that’s easy to deliver

The Bottom Line

Funding is often the missing link between your client’s strategy and their success. You already help them protect and optimize their money — now help them grow it.

Adding capital advisory to your tax firm isn’t just smart — it’s transformative.