Sovran Accounting Partnership Program



The Sovran White‑Label Partnership Program lets accounting firms, bookkeeping shops, software vendors, and advisory practices resell Sovran’s senior‑led finance services under their own brand. Partners gain turnkey, rebrandable deliverables, established SLAs, and access to Sovran’s compliance and technical expertise so they can scale recurring revenue without hiring senior staff.





How it works


• Sovran delivers services under your brand (reports, dashboards, month‑end packs, compliance artifacts)

.• Standardized scopes and templates make handoffs predictable and repeatable.

• Partners use a portal for case management, evidence folders, and co‑branded client materials.

• Sovran provides training, certification, and a named account manager for Pro/Elite partners.


Program tiers


• Partner Lite — Rebranded monthly management package, basic bookkeeping, partner support portal fast to launch.

• Partner Pro — All Lite + KPI dashboards, cash‑flow forecasts, monthly advisory calls, joint sales materials.

• Partner Elite — All Pro + compliance monitoring, audit evidence mapping, priority SLA, dedicated account manager and co‑selling on strategic deals.


Key benefits


• Revenue without hiring — Sell higher‑margin services while Sovran handles delivery and quality control.

• Faster time‑to‑market — Prebuilt scopes, onboarding checklists, and rebrandable assets get you selling quickly.

• CFO‑level credibility — Senior review, technical memos, and governance for higher‑ticket offerings.

• Compliance assurance — Federal grants, contract compliance, and audit readiness capabilities reduce client risk.

• Operational scale — Portable templates, automation for evidence, and a partner portal streamline fulfillment.

• Sales enablement — Co‑branded one‑pagers, proposal templates, email sequences, case study content, and certification badges.


Onboarding & commercial model


• Quick start: 30‑minute alignment call → portal access and co‑branding assets → pilot client (30 days) → scale.

• Commercials: wholesale pricing with suggested MSRP bands volume discounts and custom pricing for large partners.

• SLAs: 1 business‑day standard response priority support for Elite partners monthly deliverables within agreed windows.