Sphere Advisors

    Grow your practice as a Sphere Advisor

    A free program for accountants, bookkeepers, and advisors who work with small businesses. Use Sphere free, meet businesses that need your help, and earn when you bring clients along.

    • Sphere free for your firm

      Run your own books, and your practice, on Sphere at no cost.

    • First access to Sphere businesses

      When a business on Sphere needs bookkeeping, tax, or advisory help, Sphere Advisors are who we introduce them to first.

    • A Sphere Advisor badge

      Show it on your website and LinkedIn so clients know you know Sphere.

    Plus: earn 25% of each referred client's Sphere subscription for their first 3 months.

    Apply to become a Sphere Advisor

    Takes about two minutes. Free to join.

    Current software (select all that apply)

    Frequently Asked Questions

    What is the Sphere Advisors program?

    Sphere Advisors is a free program for accountants, bookkeepers, and financial advisors who work with small businesses. Advisors get Sphere free for their own firm, first access to businesses on Sphere that need accounting help, a Sphere Advisor badge, and a revenue share on clients they bring to Sphere.

    Who can become a Sphere Advisor?

    CPAs, enrolled agents (EAs), certified and experienced bookkeepers, fractional CFOs, and accounting firms of any size. You don't need to be a Sphere expert yet. We'll help you get set up.

    How much does it cost to join?

    Nothing. The program is free, and so is Sphere for your own firm. There are no minimums and no fees.

    How do Sphere Advisors get new clients?

    When a small business on Sphere asks for help with bookkeeping, taxes, cleanup, or advice, we introduce them to Sphere Advisors first. Your badge also tells businesses searching for help that you know Sphere.

    Do Sphere Advisors earn money for referring clients?

    Yes. You earn 25% of each referred client's Sphere subscription for their first 3 months.

    Do I have to move all my clients to Sphere?

    No. Keep using QuickBooks, Xero, or whatever works for each client. Many advisors start by moving one or two clients who'd benefit from simpler software, lower ACH fees, or unlimited users.

    What happens after I apply?

    We review every application and email you within 24 hours with your free Sphere account and a link to book a quick call with our team.