Most accounting firms see the overspending in their clients' books but don't have the tools or bandwidth to fix it. TrimStack gives you the ability to offer hands-on cost optimization — a service your clients genuinely need — under your firm's brand. We bring the expertise and do the work. You bring the relationship.
Most businesses waste 20-30% of their software spend. Your firm already sees the numbers — TrimStack lets you help fix them.
Earn 20% of every fee generated from clients you introduce. As savings compound, so does your revenue share.
Become the firm that actively saves clients money — not just the one that reports what they spent.
We bring deep knowledge of SaaS pricing, contract negotiation, and vendor alternatives — expertise that's impractical for most accounting firms to build internally.
Using your client book, we help you identify which clients are spending enough on software to benefit. Any business with 10+ employees is a candidate.
Position expense optimization as a new advisory service from your firm. We provide scripts, email templates, and pitch decks — all white-labeled.
Our team runs the full audit: connects to billing systems, surveys employees, identifies waste, negotiates with vendors, and executes cancellations.
You receive 20% of every fee generated. Fees are based on actual savings, so clients only pay when they save — and you earn when they save.
Real numbers. Real revenue. Per client, per year.
| Client SaaS Spend | Savings Found (25%) | Annual Fee | Your 20% Share |
|---|---|---|---|
| $15K/mo | $45K/year | $11,250 | $2,250/year |
| $40K/mo | $120K/year | $30,000 | $6,000/year |
| $100K/mo | $300K/year | $75,000 | $15,000/year |
With just 10 clients at average spend, your firm adds $60,000+ in annual recurring revenue.
Everything you need to launch — nothing you need to build.
Our fees are tied to verified savings — we only get paid when your clients actually save money. This means our incentives are perfectly aligned with your clients' best interests. Your firm earns a 20% share of fees generated, creating a meaningful revenue stream from a service that genuinely helps your clients.
Schedule a 30-minute call to learn how the partnership works and whether your client book is a fit.
Schedule a Partner Call