CPA Partner Network
Work with creators who are actually ready
Off Record qualifies and educates creators before they ever book a session. When a creator is matched to you, they already understand their situation — so you spend less time explaining the basics and more time doing real work.
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How It Works
Pre-qualified clients
Every creator comes in with a completed financial checkup — income range, entity status, concerns, and risk flags already documented.
Creator-specific work
Brand deals, 1099s, gifted products, S-Corp elections, home office — clients who need real tax strategy, not just a return.
You set the rate
Off Record handles the matchmaking and onboarding. You quote your own rate and keep control of the client relationship.
Ongoing pipeline
As the creator economy grows, so does demand. We match clients to partners based on niche, state, and complexity.