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Tax Pro Referral Program

Offer your business tax clients access to SBA loans, CRE, Term Loans, LOC,  Equipment Financing, and Bridge Loan solutions – without adding lending expertise to your firm.

Hands On Underwriting

True financial analysis that fixes gaps and shapes a lender-ready deal.

Deal Submission Prep

Strong, lender-ready files that move quickly and avoid unnecessary underwriting friction

Vast Lender Network

Access strong lender options with clear guidance on where each deal fits best.

Client Consultation

Clients get real expertise, enabling informed decisions and clear progress.

Long Term Strategy

Smart growth support builds lasting client loyalty and repeat funding opportunities.

Complete Transparency

Full visibility keeps us aligned and focused on moving the deal toward approval together.

What We Fund

SBA Loans

Complete SBA loan packaging with expert-level strategy, and support.

Best for established businesses ready for long-term financing.

Bridge-to SBA Loans

Our specialty. Capital to clear MCA debt and position clients for full SBA approval.

Ideal for clients with MCA debt or complex structures.

Commercial Real Estate

Financing for property purchases, refinances, and expansion projects.

For clients needing RE purchases, refis, HELOCS or hard money.

Asset-Based Loans

Leverage receivables, equipment, or inventory to unlock working capital.

Great for clients who have strong collateral but limited cash flow.

Lines of Credit

Flexible capital to draw when needed. Structured to keep cash flowing.

Ideal for businesses that need flexible, on-demand liquidity

Working Capital Loans

Flexible capital to stabilize operations and seize growth opportunities.

For clients to stabilize operations or fuel short-term growth.

Why CPA Firms Partner With US

Your clients already trust you with their tax returns, financials, and full financial picture. That trust and familiarity with of their financials is what makes commercial lending move fast.

We handle the structuring, packaging, lender positioning, and communication, while you stay focused on accounting and advisory. Your client remains your client, and you stay informed every step of the way. 

  • 40%+ commission on every deal
  • Full transparency from submission to close
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Zero Overhead

Earn commissions without adding staff.

Client Retention

Solve a real need and become the advisor they can't replace.

Advisory

Already advising on taxes? Financing is the natural next step.

Year-Round

Earn revenue outside tax season, when work usually slows down.

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FAQs

Our Core Expertise – And Everything Beyond It

At the heart of PG Strategic is a wheelhouse built on real underwriting muscle. Our strongest lanes are SBA loans, Bridge loans, and High-balance Term Loans – the kinds of deals that demand precision, packaging, and experience.

We also handle Hard Equipment Financing, LOC,  Term loans, Hard Money, Commercial RE, MCAs (when necessary) and Business-Purpose HELOCS when a client needs an alternative route.

Bottom line: if a deal needs to get done, we find the path – whether that means presenting it cleanly, positioning it properly, or using the right product for the right scenario. No gaps, no guesswork, no black box.

That is entirely up to you.
You can be as involved or as hands-off as you want.

Some accounting professionals prefer to stay plugged into every step of the process and bring their own insight to the file. That’s always welcome. But it’s never required.

If you’d rather step back, we take the entire lift off your plate – packaging, positioning, underwriting logic, lender matching, all of it. We also maintain the relationship with your client in a way that protects and reinforces your role. We operate as an extension of your service, keeping your client confident, informed, and connected to you.

Bottom line:
You bring the deal, and we’ll handle the heavy lifting however you prefer.

It depends – and that’s the truth.

Every deal moves at its own pace based on the product type, how clean the file is, how complete the documents are, and whether anything needs to be reworked before submission. Some clients hand over a turnkey package. Others need financial cleanup, repositioning, or coaching before the file is lender-ready.

We’ll always move as fast as the file allows, and we fully understand that in this business speed is king. But we’ll never set unrealistic expectations or rush a deal in a way that hurts the approval.

That said – when a file is submission-ready, these are the typical timelines you can expect:

  • SBA Loans: 30 to 90 days

  • Bridge Loans: Same day to 72 hours (deal-dependent)

  • Equipment Financing: 24 to 72 hours

  • Term Loans: 3 to 5 business days

  • Business-Purpose HELOC: 1 to 2 weeks

  • Commercial Real Estate (Non-SBA): 2 to 7 weeks

Bottom line:
Fast is possible. Smart is guaranteed.
We’ll get your client funded as quickly as the product type, documentation, and lender allow – with zero shortcuts that jeopardize the approval.

Bridge-to-SBA loans are one of our specialty products and a niche solution designed for clients who are weighed down by MCA debt – especially those with multiple stacked positions.

Because of recent rule changes, SBA loans cannot directly pay off MCA balances.
That means many clients who should qualify for SBA financing get disqualified purely because of their current debt structure.

A Bridge-to-SBA solves that problem without hurting the client’s credit or financial position.

Here’s how it works:

  1. We secure a short-term working capital loan (NOT an MCA) specifically to pay off the client’s MCA positions in full.

  2. The client makes manageable payments on that bridge loan for six months (adhering to SBA seasonality rules), giving them breathing room and a clean, stable financial profile.

  3. Once stabilized, the SBA lender can now approve and fund the long-term SBA loan, which fully pays off the bridge loan.

Important Clarifications

  • This is NOT a debt settlement.

  • This is NOT a consolidation.

  • This does NOT renegotiate or reduce what the client owes.

  • This does NOT put the client in a worse position.

A Bridge-to-SBA uses a real loan to replace high-cost advances with something stable, structured, and lender-friendly – giving the client a legitimate path into a safe SBA or term loan.

In short:
It turns an “unfundable” MCA-burdened file into an SBA-ready borrower without damaging their credit or their lender profile.

We pay commissions to all brokers as soon as we receive the lender’s commission payment on a funded deal. In most cases, that means you get paid the same business day the lender releases funds to us.

We keep this process fast, clean, and transparent – no chasing, no wondering, no delays. If the deal funds, you get paid. Period.

We also provide a simple confirmation once we’ve received the commission from the lender so you always know exactly where your payout stands.

Points are never added automatically and are only used when the file, structure, or level of effort justifies it. Our standard fee is 3% – sometimes the full fee is paid by the lender at closing, other times the borrower covers a portion. Any potential points are always discussed upfront between our office and you before they’re added to a deal..

When points are used, the revenue is shared according to your split percentage.
PG never keeps extra points or hidden fees. Everything is shared with you, always.

This keeps compensation fair, transparent, and perfectly aligned with the work required to get the client approved.

We keep the process simple and transparent.
Every deal you bring in is logged in our system and assigned to an underwriter, and you receive updates at each major milestone. You’ll always know exactly where things stand throughout the process. You can email/text or call- whatever works.

You can track your deals through:

  • Direct status updates from our team (submission, underwriting, lender review, approval, funding)

  • Quick check-ins anytime you need clarity on a file

  • Same-day responses to deal-status requests

All deals move with full visibility.  

That’s completely your preference.

Most accounting professionals like a hybrid setup: we join you on an introductory call so your client sees we’re part of your team, and from there we handle the heavy lifting while keeping you looped in on all major steps.

Your client will always know we work with you, not around you.

If you want to stay deeply involved, we’ll match your level of engagement.
If you prefer a hands-off approach, we can manage the relationship while keeping you fully updated.

And to be clear:
Any communication we send to your client – emails, document requests, status updates – you will always be notified and CC’d so you know exactly what was said.

Bottom line:
You control the client relationship. We support it with full transparency.

Absolutely not.
There is no cost to become a tax professional referral partner with PGS.

In fact, joining our network comes with a few extra benefits designed to help you. You’re free to request tools like:

  • A PG-branded email address you can use with clients (if you want it)

  • A dedicated client application page personalized for your deals

  • Co-branded materials and support for presenting deals

  • Direct access to underwriting and structuring help

There are no fees, no onboarding charges, and no hidden requirements.
If you bring in deals, you’re part of the family – simple as that.

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Let’s Get Your Clients Funded- the Right Way.

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Let's Get Your Clients Funded- the Right Way.
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