Advisory Partner Program

Free Account for You + Wholesale Rates on Client Accounts

Contact us today begin your journey as a Dryrun Partner. With your Partner package in place, import data and start building client forecasts right away. Collaborate with your clients, access trainers, onboard and use your wholesale rate for additional client accounts.

Partners: Advisory Opportunity & Key Features

Our goal with our Partner Program is to elevate the service offering of our Partners with relevant and timely practical knowledge on how to manage their clients cash position and plan for their future.

We are in the business of keeping our clients and our Partners clients in business. We work with our Partners to talk to their clients about cash management and how to procedurally manage their business more effectively.

Additionally – we offer amazing tools – like our Insights Panel – that allows our Partners to quickly integrate their clients data into our platform and pull up quick and actionable intelligence to work with their clients on.

Insights Panel available here.

Book your Discovery Call!

Partner Discovery & Selection

Our Partner Discovery & Selection process allows our collective teams to better understand your current service offering. We work to improve your knowledge and understanding of Financial Modelling & Cash Management so we can start the process on a new foundation to move forward.

From our initial introduction calls and setting business objectives – we work to follow a well-vetted process:

  • Remove pre-assumptions of prior cash management knowledge
  • Consulting vs Advisory vs Implementation
  • Cloud-based bookkeeping requirements
  • Scope of Work Development
    1. AP/AR Management
    2. Risk Identification and Process Improvement
    3. Sales Forecasting
    4. Budgeting & Planning
  • Pricing of Your Services
  • Service Offering to Your Clients

Partner On-Boarding

Our Partner On-Boarding process is quite deliberate so that our clients see the full value of Dryrun and our consulting teams approach to Cash Management.

After Discovery & Selection – our consultants work with you and your team to validate key areas of opportunity and partnership:

  • ROI Validation (Services, Offerings, New Clients)
  • DIY Elements (self-serve)
  • Reporting Environment (Weekly, Monthly)
  • Advisory Opportunities
  • Concerns & Delivery of Services

Book your Discovery Call!

Partner Privileges

Partners Receive:

  • Free Dryrun Staff Accounts for Client Management
  • Site License opportunity to manage all of your clients
  • Custom Partner-exclusive coaching and training
  • Staff on-boarding and implementation
  • Ongoing support and training materials
  • Partner badge for your website

Also Available:

  • Advanced training and certification in Dryrun
  • Exposure to our growing 4000+ member small business network

Book a time below to discover if Dryrun could be a fit for your firm.

Next Steps

How to Become a Partner:

  1. Book a time for a discovery call – click here
  2. Schedule training & client implementation
  3. Enroll in the Partner Program

Click here to learn more about our Insights Panel.

Learn more about Dryrun's Featured Partners
Featured Partners
Free, easy to set up, no credit card required

Book a call with us to see if Dryrun's Partner Program might be a fit for you.