Become a Professional Advisor 2017-03-24T13:47:52+00:00

Become a Professional Advisor

There is a huge demand for budgeting and planning services among companies of all shapes and sizes. The purpose of the PlanGuru Professional Advisor Program is to connect businesses looking for forward-looking advisory services (Outsourced CFO Services) to Accountants/ Business Advisors who use PlanGuru.

Find a Professional Advisor Map

Gain exposure to potential clients regionally by creating a profile that highlights your financial expertise. By filling out the form to the right, and providing us with a link to your LinkedIn profile and/or website, we’ll be able show highlight your expertise as well as provide them with contact information. We may also send you referral business if we think you would be a good fit for another customer who needs help.

Also, if you have graduated from PlanGuru University, we will promote you as a Certified Professional Advisor.