Advisor resources
Everything behind your firm, so you can focus on clients
Vervow Advisors don’t do accounting work. They get a full accounting team, a platform, sales training, and a brand, and spend their time where it counts: with clients.
Your accounting team
Bookkeepers, tax preparers, and CPAs who do all the client work for you.
Learn moreThe advisor platform
Track clients, see work status, and get paid, all in one dashboard.
Learn moreSales training
Learn Vervow’s services and how to find, pitch, and keep small-business clients.
Learn moreCommunity
Swap tips and wins with other advisors in live sessions and a members-only forum.
Learn moreFinding clients
Playbooks, scripts, and a public profile to help you sign your first clients.
Learn moreOnline events
Info sessions for prospective advisors and workshops for members.
Learn moreSales tools, ready to use
Walk into every conversation prepared. Every advisor gets a kit built by our team.
- Proposal and pricing templates for every service
- Conversation guides for your first client meetings
- One-page explainers you can send to business owners
- Engagement letters, handled for you
- A public advisor profile
- Check-in and referral templates
Ready to start your firm?
The application takes about 10 minutes, it’s free, and no accounting background is needed.