For Accounting Firms
YOUR CLIENTS NEED MORE DEPTH.
YOU SHOULD NOT NEED MORE HEADCOUNT.
Who FirmWork Serves
Built for independents who refuse to under-serve.
FirmWork is for independent and mid-sized accounting practices — typically under 30 team members — serving incorporated business owners and individuals with real complexity sitting inside those relationships.
You receive questions outside your depth. You want a trusted resource to bring answers to your clients. You care deeply about who you refer. You want to participate in the financial outcomes you help create — without building a national firm's infrastructure yourself.
FirmWork is not practice management software. It sits above the tools you already use — expanding what your firm can deliver, not replacing how you run your practice.
No brokerage required
You do not need to own an insurance brokerage or hire specialists in every category. FirmWork brings vetted depth to your clients through your relationship.
Your brand, your clients
Engagements run with your firm at the centre. FirmWork provides infrastructure and specialists — you retain the trust you built.
The $2–5M client tier
The opportunity is clients complex enough to need depth, but modest enough that national firms under-serve them. FirmWork helps you win and retain exactly that segment.
Participate in outcomes
Member firms benefit from the engagements FirmWork facilitates — aligned with the value they create in the relationship.
What Becomes Available
Depth across the categories your clients actually need.
Life Insurance - Martello Wealth
InsuranceA corporately-owned domestic life insurance product that directly addresses tax liabilities and creates optionality for you and your business.
Corporate Critical Illness Insurance
ProductProtect your business from the unexpected impact of a serious illness affecting a key individual with Corporate Critical Illness insurance.
Getting Started
Straightforward by design.
Step 1
Start a conversation
Tell us about your practice, your clients, and where you feel the gaps. We will be direct about fit.
Step 2
Onboard to the platform
Member firms complete a practitioner questionnaire so FirmWork understands your practice baseline and can measure contribution over time.
Step 3
Access the shelf
Your team sees vetted providers, tools, CPD, and engagement infrastructure — with a dedicated relationship partner as the network grows.
Step 4
Serve clients completely
Bring complex work to your clients through your firm — with FirmWork handling vetting, coordination, and operational support behind you.
You Might Be a Fit If
This is for firms like yours.
FirmWork is designed for practices that want national-firm depth without national-firm ownership — firms serving business owners and individuals with complexity that exceeds what they can staff internally.
If you are watching clients leave for depth you cannot provide — or turning away work you know matters — FirmWork is built for that moment.
Common signals we hear:
Clients with estate, insurance, or succession questions you cannot fully answer in-house
Incorporated business owners with Holdco complexity and no specialist bench
A $2–5M net worth client tier you want to retain against national competitors
No interest in building or buying an insurance brokerage
Deep care about who you refer — trust is non-negotiable
Desire to grow the practice without doubling headcount
Membership Inquiries
Ready to explore FirmWork for your firm?