ByteSize Partner Network
Help your clients get their tech in order
For CPAs, tax preparers, and insurance agents whose small business clients need IT and security help they can understand.
Why partner
Your clients are already asking
Tax offices need a written security plan. Insurers send security questionnaires. Dealerships that arrange financing fall under the FTC Safeguards Rule. Your clients bring these questions to you because they trust you.
The ByteSize Partner Network gives you someone local you can send them to.
Built for
- CPAs and accounting firms
- Tax preparers
- Insurance agents and agencies
How referrals work
Three simple steps
You make an introduction
Send a client my way with a quick email or call, or share the Small Business Tech Health Check with them.
They get a free consultation
20 to 30 minutes by phone, video, or over coffee, about the one problem bugging them most. No cost, no pressure.
They get a fixed-price plan
A one-page proposal with a fixed price and no long contract.
The referral thank-you
Clients who refer a business
When a business you refer becomes a client, you both get 10% off your next invoice.
CPAs, tax preparers, and insurance agents
No referral fees to sort out. Instead, your clients get 10% off their first project, and I send my clients your way when they need tax, accounting, or insurance help.
The fine print: credits apply after the referred business pays its first invoice. One credit per invoice, no cash value, and not combined with other discounts. ByteSize Technology may change or end the program; credits already earned are always honored.
Small Business Tech Health Check
A one-page checklist you can hand to clients: 10 yes-or-no questions, about 5 minutes, with a simple score. It helps them spot the basics worth fixing, in plain English, and there's a space for your logo.
Opens in Google Docs.
To add your logo, choose File → Save as Google Docs (or File → Download → Word) and edit your own copy.
Get in touch
Let's talk about working together
Send a note and you'll hear from Matt by the next weekday evening.
Want to see how it works first?
Book a free consultation for yourself. It's the same first step your clients get.
Free20 to 30 minutesNo pressure