What We Do

We Save You Time

Since you're busy working in your practice, there's not a lot of time to grow... until now.


Between file prep, reviews, meetings and more, finding time to grow revenue is a challenge for any accounting firm. Harvest offers you a proven way to add passive revenue to your practice and increase services to your clients while focusing on what you do best.


Hands Free Revenue

We'll set up a referral or partnership arrangement. You provide the client referral and Harvest will do the rest.


Turnkey Solution

No added admin on your end.  We have over 20 years of experience in integrating financial planning services for accounting firms.


Client Collaboration

Our professional financial advisors consult with you and your clients. We ensure both you and your clients are happy with the results.

Harvest advisors have worked with thousands of clients since 1998.

Harvest advisors have worked with thousands of clients since 1998.


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WHAT'S IN IT FOR ME: Top 14 reasons to refer your clients to Harvest Financial

Our financial planning process

We help grow your Practice by adding Financial and Estate Planning Services

Developing financial and estate plans is a powerful business service to offer to your clients. Harvest gives you access to a background network of financial advisors and estate planning professionals that can assist you in delivering these services. From risk management and cash-flow analysis, to tax planning support and retirement analysis, Harvest professionals provide a wealth of knowledge to help you be the hero in managing your clients.

We're here to answer your questions. Any Time.

We Provide Training and Resources

We support both you and your clients every step of the way

Harvest offers year-round support to ensure financial plans are seeing optimal returns.  We also provide access to our library of support and training material.


Training & Resources

We provide one-on-one support and training to guide you through Harvest's Financial and Estate Planning services. We also provide marketing materials to assist you in explaining the Harvest services that are available to your clients.  Our support is available to you year-round.

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Library of Materials

Whether you are a Harvest Partner or part of our Referral Program, you have access to our complete library of resources. This library helps you understand Financial and Estate Planning so you can continue to be the best resource for your clients.

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More revenue in less time

Your clients are treated like family.

We are only successful if your clients are successful.  Our proven 6-step financial planning process helps ensure sound planning for your clients and growing referral income for you.


Hear About Harvest From Other Firms

Our current clients are the best testament to the benefit of a Harvest partnership.

With accounting firms like yours currently in partnership with Harvest, their voices are the best way to determine the value of a Harvest collaboration for you and your clients.