Bookkeepers'
growth network
A referral network built for independent bookkeepers and small firms — turn the trust you've already earned with your clients into a second revenue line, without becoming a benefits broker yourself.
How bookkeeping firms can finally win new clients — not just keep old ones.
- •Most firms grow by referral already — BGN gives that instinct a system, a commission structure, and a name.
- •You already see which clients are overpaying for benefits before anyone else does.
- •One warm introduction turns into ongoing revenue, not a one-time favor.
- •No new licenses, no new liability — ESG handles the benefits work.
ongoing commission on every employer client you refer to ESG — for as long as they stay a client.
Learn MoreA peer network. A referral system. A path to advisory-level work.
Peer Network
Connect with other independent bookkeepers facing the same growth ceiling — swap what's working, not just war stories.
Referral System
A structured, trackable way to introduce employer clients to ESG's benefits and 401(k) work — with commission built in from day one.
Advisory-Level Work
Move from 'the person who does the books' to the trusted advisor clients call before any financial decision.
Choose an invite. Become the expert they trust.
Refer employer clients to ESG and earn commission — no minimum activity required.
Adds peer calls, co-branded referral materials, and priority scheduling for your clients' savings reviews.
For firms referring at volume — includes a dedicated ESG account contact and quarterly strategy sessions.
Building a more valuable firm
New Revenue
A second income line with zero delivery work on your end.
Client Retention
Clients stay longer when you're solving more than their books.
Stronger Positioning
Referring real savings makes you the advisor, not just the vendor.
Firm Valuation
Recurring referral revenue is the kind of number buyers pay more for.
One-click relationships
Referring clients used to mean chasing a broker for updates. With BGN, it's one click and a shared dashboard.
The Old Way
- •Cold intro to a broker you don't fully trust
- •No visibility once the referral is made
- •One-time favor, no ongoing upside
With BGN
- ✓Warm handoff to a partner you already know
- ✓Shared dashboard tracking every referral
- ✓Ongoing commission for the life of the client
We'd love to give you a full tour of the Network.
No pressure, no pitch — just a walkthrough of how referrals, commissions, and the community actually work.
Get a Full Tour