The Biz Plans partners with accountants, bookkeepers, and immigration consultants across Canada. When your clients need a professional business plan — for a bank loan, an investor round, or an immigration stream — you send them to us. When our clients need accounting, bookkeeping, or immigration counsel, we send them to you. Simple, mutual, no fees.
This business plan referral partner program is designed for professional advisers who want a dependable place to send business-planning work without adding another service line. It also gives our clients a clearer route to the specialized advice they need. Every introduction remains centred on the client's needs, and each professional stays responsible for work within their own scope.
How it works
The arrangement is intentionally straightforward. It can complement an accountant referral program, a professional resources page, or the informal network you already use when a client asks for help outside your practice.
1. You refer a client.
A client needs a bank-ready or officer-ready business plan. You introduce us — email intro is plenty.
2. We write the plan.
Our founder, a CPA, builds the financial projections and the full narrative. We keep you in the loop so you can advise your client with full context.
3. We refer back.
Our clients regularly need accountants, bookkeepers, and immigration lawyers. Partners get our referrals first.
No contracts. No quotas. No referral fees changing hands unless you want a formal arrangement. Just professionals sending clients to people they trust.
Before an introduction, obtain your client's permission and share only the information needed to make the connection. We will confirm the business-plan scope, timing, and quote directly with the client. The referring adviser can remain informed where the client authorizes it, helping the narrative, forecasts, tax planning, and application materials stay aligned.
Ready to become a referral partner?
Ready? Contact us and mention “partner” — we'll set it up in one email.
Contact The Biz PlansWhy refer your clients to us
- CPA-led. Atul Jagga, CPA Ontario — not a content mill. Your clients' numbers are built by someone who spent 20+ years in corporate finance involving RBC, BMO, and CIBC.
- Bank-ready since 2016. We write plans that survive credit committees — the standard your clients need for term loans and CSBFP applications.
- Immigration-grade. Our plans are structured for officer scrutiny: C11, ICT, and provincial entrepreneur streams.
- Free tools for your clients. Our free AI business plan generator lets your clients draft early versions before engaging us — a genuinely useful resource you can share today.
A referral should make your relationship with the client easier, not introduce uncertainty. We define deliverables before starting and build the written case and financial projections together, so the story and numbers support the same assumptions. Clients can review the scope of our professional business plan writing services, learn what lenders typically expect through our bank loan business plan guidance, or start with the free generator.
We do not promise approval by a bank, investor, or immigration authority. Decisions remain with those third parties, and requirements can change. Instead, we focus on a clear, evidence-based plan that the client can understand, explain, and update. That approach helps referring professionals collaborate without blurring their own tax, accounting, legal, or immigration responsibilities.
Get the badge
Put our partner badge on your website's resources or partners page. It links back to us — and when you tell us it's live, we'll list your firm here in return, with a link to your site.
The badges below use only HTML and inline CSS, so there is no external image file to download or maintain. Copy the complete snippet, paste it into an HTML block in your site's editor, and publish. The visible link gives visitors a direct route to this referral-partner page.
Badge — standard (180×60)
Badge — square (120×120)
Already displaying our badge? Tell us and we'll add your firm to the founding partners list below.
Founding partners
Founding partners joining now.
We're onboarding our first partners now. Your firm could be listed here — get in touch.
Listings will be added only after a firm joins and confirms its website information. We will not publish invented names, logos, endorsements, or referral results. This keeps the directory useful and transparent for clients and participating professionals.
Frequently asked questions
Is there a cost to join?
No. The program is a mutual-referral understanding — free, no contracts, no quotas. If you ever want a formal referral-fee arrangement, we can discuss it, but it's not required.
What do my clients get?
A professionally written business plan led by a CPA: full narrative, CPA-built financial projections, market research, and a funding case structured for banks, investors, or immigration officers. Typical engagements are scoped and quoted upfront.
Do you only work with accountants?
No — bookkeepers, immigration consultants and lawyers, business brokers, and franchise consultants all make great partners. If your clients ever need a business plan, you fit.
Will you refer clients back to me?
Yes — that's the core of the program. Our clients regularly need accounting, bookkeeping, and immigration services, and partners get our referrals first.
Written by Atul Jagga, CPA Ontario
Founder of The Biz Plans, Toronto. MBA Finance & Strategy (UBC); 20+ years in corporate finance and consulting involving RBC, BMO, and CIBC; author of Business Plan Essentials: Building Your Business Plan (2025). Get the book · Professional plan writing services
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