CPA Partner

CPA Partners: Extend Your Advisory Impact With Finance Automation

Your CAS (Client Accounting Services) practice is thriving — it’s a perfect fit for small businesses under $5M. But for the larger clients you already advise on tax and other strategic matters, Centime helps you extend that trusted role with working capital and finance automation solutions. Strengthen client relationships and create recurring revenue — under your own brand.

Why CPA Firms Partner with Centime

Validate CAS
Success
CAS has transformed your firm into a trusted partner for small businesses. We celebrate that success — and complement it by helping you serve larger businesses with in-house finance teams.
Serve Mid-Market
Clients
For clients $5M+ with their own finance staff, Centime delivers the automation, forecasting, and working capital tools CFOs are asking for — solutions that naturally fit alongside your advisory services.
Build New
Revenue Streams
Offer Centime under your firm’s brand, and generate recurring revenue with no added cost. We handle sales enablement, onboarding, and client success.
Unified Platform
Deliver AP, AR, forecasting, and payments in one seamless solution.
Private Label Offering
Offer modern automation under your brand with “Technology by Centime.”
End-to-End Partner Support
Gain new revenue while Centime handles sales, onboarding, and support.
Unified Platform
Centime is the only solution that brings AP, AR, cash forecasting, and payments together.

For CPA firms, this means you can help your larger advisory clients manage working capital with enterprise-grade automation — without replacing or competing with your CAS model.


See why Centime is different.
Private Label Offering
Deliver finance automation under your own firm’s name.

Position your services as “Powered by Centime” and expand your role as the go-to advisor for mid-market businesses. Visual mockups can even show your firm’s branding applied to the Centime platform.
End-to-End Partner Support
Capture recurring revenue without adding staff or overhead.

Centime provides the sales, marketing, onboarding, and customer success services, so you can focus on advising while we support your clients behind the scenes.
How CPA Firms Benefit
Expand Beyond CAS
Complement CAS offerings by targeting clients with $5M+ revenue and in-house finance teams
Extend Advisory Impact
Extend trusted advisory services into finance automation and working capital optimization
Differentiate with White-Label
Differentiate your firm with a private-label, white-glove solution
Unlock Recurring Revenue
Add recurring revenue streams with zero upfront investment
Strengthen Client Relationships
Strengthen long-term relationships with larger clients who rely on your tax and advisory expertise

Let’s Extend Your Advisory Services Together

Join forward-thinking CPA firms using Centime to help clients optimize working capital and finance automation — without disrupting CAS success.