Grow Your Practice Through the Fiinsyt Marketplace
Receive referrals from counselors who know exactly what their borrowers need. Manage engagements, build your reputation, and grow your small business practice.
Growing a Small Business Practice Is Hard
Professionals who serve small businesses face a common set of growth challenges — finding clients, proving value, and managing engagement complexity.
Client Acquisition Costs
Finding small business clients who need your expertise is expensive. Advertising, networking, and referral programs all cost time and money with inconsistent results.
No Centralized Referral Source
Counselors know their borrowers need professional help, but there is no structured way to connect them to qualified professionals. Referrals happen informally, if at all.
Reputation Building
Your track record with small business clients is invisible to new prospects. Completed engagements, successful outcomes, and client satisfaction have no public record.
Engagement Management
Tracking client engagements, milestones, deliverables, and billing across multiple small business clients requires yet another set of tools.
How the Compass Marketplace Works
The Marketplace is integrated into The Compass — the borrower readiness engine used by SBDCs, SCORE chapters, and CDFIs across the country.
Counselor Referrals
Counselors working with borrowers in The Compass identify specific professional needs — accounting, legal, coaching, financial modeling — and refer directly to qualified professionals in the Marketplace. You receive referrals from counselors who know exactly what their clients need.
Engagement Management
Manage client engagements through the platform. Track milestones, deliverables, and outcomes. Both you and the counselor maintain visibility into progress.
Reputation Building
Build your profile through completed engagements, client reviews, and verified outcomes. Counselors can see your track record before referring. Better track records mean more referrals.
Structured Earnings
Professionals set their own service fees on the marketplace. Fiinsyt applies a 10-15% platform commission on completed engagements — you keep 85-90% of every fee. Clear pricing, structured invoicing, and transparent engagement terms for every client relationship.
The Referral Flow
Counselor Identifies Need
A borrower's SMART goals require professional expertise — bookkeeping, legal review, financial modeling, or coaching.
Counselor Refers
The counselor searches the Marketplace for qualified professionals matched to the borrower's specific need and location.
You Engage
You receive the referral, review the borrower's needs, and accept the engagement. Milestones and deliverables are structured on the platform.
You Deliver
Complete the engagement, log outcomes, and earn your fee. The borrower and counselor review results. Your reputation grows.
Who Joins the Marketplace
The Compass Marketplace serves professionals across disciplines who specialize in helping small businesses grow.
Accountants & CPAs
Tax preparation, bookkeeping setup, financial statement review, audit preparation
Attorneys
Entity formation, contract review, regulatory compliance, intellectual property
Business Coaches
Strategic planning, operations improvement, management training, growth strategy
Fractional CFOs
Financial modeling, cash flow management, fundraising strategy, board reporting
Marketing Consultants
Brand development, digital marketing, customer acquisition, market research
Technology Consultants
Systems implementation, cybersecurity, digital transformation, IT strategy
Part of The Compass Ecosystem
The Professional Services Marketplace is a core component of The Compass. When counselors build action plans for borrowers, your services are part of the solution.