Reach key milestones

A clear path from applicant to growing firm

Knowing what comes next makes it easier to keep going. These are the milestones Vervow helps every advisor reach.

Apply nowHow it works

Your milestones

  1. 01

    Accepted

    Your application is approved and you join the Vervow community.

  2. 02

    Certified

    You complete sales training and pass the certification.

  3. 03

    Launched

    Your profile, proposals, and billing are set up. Your firm is open.

  4. 04

    First client

    A business owner you know signs on, and our team starts the work.

  5. 05

    First referral

    A happy client introduces you to another business owner.

  6. 06

    Recurring book

    A handful of monthly clients brings in steady, recurring income.

  7. 07

    Your first tax season

    Our team handles the returns while you keep clients informed and happy.

  8. 08

    Growing firm

    You decide how big you want your firm to be.

Ready to start your firm?

The application takes about 10 minutes, it’s free, and no accounting background is needed.

Apply nowHow it works