Referral and implementation partners

Give clients a clear next step without adding another service line.

TinyOps Studio accepts fixed-scope forecasting, workflow repair, integration QA, and documented implementation work from accounting firms, fractional CFOs, agencies, consultants, and finance software teams.

Start a Written Partner Inquiry Review Forecast Sample

No live call required Client-owned deliverables Written handoff

Good partner fits

Complementary work with a visible boundary.

AccountingClient-owned sales forecasts12-month Excel models with scenarios, KPI charts, target tracking, refresh checks, and written handoff.

Fractional CFOOverflow forecast deliveryA transparent workbook for clients who need an operational model alongside advisory work.

AgencyWorkflow implementationMake, n8n, Zapier, CRM, Sheets, Airtable, API, and AI workflow tickets with client-ready notes.

SoftwareImplementation and QAField mapping, integration checks, operating documentation, launch evidence, and focused post-launch fixes.

BookkeepingTwo-way introductionsTinyOps can route suitable bookkeeping and finance-system needs to an agreed partner.

PlatformCustomer delivery capacityOne fixed-scope implementation gives both teams a low-risk way to test fit.

Technology partners

Useful evidence before implementation starts.

Shopify

Store Health: Audit & Scan

Store Health scans a Shopify store for operational and configuration issues that can help frame a focused remediation plan.

Independent store-health findings
A clearer starting point for workflow and QA work
Optional TinyOps review and implementation support

Review Store Health

Affiliate disclosure: TinyOps may earn a commission if you install Store Health through this link. That does not change your price or TinyOps' recommendation criteria.

Written handoff

From finding to fix

TinyOps can translate selected findings into a bounded workflow repair, QA checklist, or implementation plan.

Scope and price confirmed before work starts
No credentials sent through ordinary email
Client-owned notes and deliverables

Request a Written Review

Forwardable starting points

A small first step, with room to expand.

$499

Excel Sales Forecast

For a small team that needs a transparent 12-month model it can keep and update.

Base, upside, and downside scenarios
Target versus actual tracking
KPI charts and validation checks
Unlocked workbook and written handoff

See the Sample

$149+

Workflow Delivery

For one automation or finance-operations path that needs a map, repair, or implementation.

$149 audit and build-ready specification
$499 focused workflow repair or pilot
$1,000 defined AI workflow sprint
$4,999 production-critical rescue option

Review Delivery Scope

How it works

Keep the relationship clear from introduction to handoff.

1. Send the client need

Share the goal, current tools, expected output, deadline, and any client-contact boundary.

2. Confirm terms in writing

TinyOps replies with fit, deliverable, price, timeline, and whether the partner or client owns communication.

3. Deliver and return control

The client or partner receives the output, tests, setup notes, and a clear expansion recommendation.

Operating guardrails

Simple terms that protect the client relationship.

OwnershipThe client keeps the deliverableWorkbooks, workflow notes, and agreed implementation artifacts are delivered in usable form.

VisibilityNo hidden relationshipWhite-label, co-delivery, or direct-client communication is agreed before work starts.

CommercialTerms before introductionsAny referral fee, discount, margin, or payment path is documented before a client is introduced.

DeliveryAsynchronous by defaultEmail, written intake, screenshots, exports, a QA summary, and a delivery guide keep work moving without a live call.

Start with one fit question

Send the type of client request you want TinyOps to handle.

Open Partner Intake