There are five services on this site, but they serve one purpose: getting a trades client who needs more of the right work to people who can help with marketing, without blurring anyone's professional role. Three pages are written for referring professionals, one for the trades owner who arrives, and one for the reporting that ties them together.
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Referral partnerships for accountants
A clear route for accountants and bookkeepers whose trades clients have a demand problem, not a bookkeeping one.
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Referral partnerships for lawyers
Marketing help for trades clients who are incorporating, taking on a partner, buying or selling, without stepping on legal work.
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Referral partnerships for lenders and brokers
Marketing support for trades borrowers who need steadier revenue, kept entirely separate from any credit decision.
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Marketing for referred trades businesses
What a referred plumber, electrician, roofer or HVAC owner actually gets, from first call to monthly report.
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Advisor-ready marketing reports
Monthly marketing numbers laid out so the client, and the advisors the client chooses, can read them in five minutes.
Start with the client's symptom, not the service
The quickest way to choose is to ask what made you think of marketing in the first place. A referral works best when it answers something specific you saw.
| What you noticed | Likely route | First conversation with us covers |
|---|---|---|
| Marketing costs rising with no visible return | Accountant referrals | Where the money goes and how jobs are tracked |
| A new company, a new partner, a purchase or a sale | Lawyer referrals | Who controls the website, listings, phone number and ad accounts |
| A financing plan that assumes more revenue | Lender referrals | Whether the demand behind that revenue is realistic |
| The owner just wants help | Referred-client marketing | Trade, area, job values and current sources of work |
If none of these fit, call anyway. Sometimes the right answer is that the client needs a better estimator or a second phone line, not marketing.
Referral partnerships for accountants
Accountants and bookkeepers see marketing as an expense line. They rarely see what it bought. When a roofing client's advertising doubles while revenue stays flat, the accountant is the first person to notice, and the last person who should be asked to fix the ad account.
This route explains how an accountant can raise the subject, how the client reaches us, and what we can send back with the client's consent. We never touch bookkeeping, tax returns or financial statements. Details are on the accountant referrals page.
Referral partnerships for lawyers
Business lawyers deal with the moments when a trades company changes shape: incorporation, a new shareholder, the purchase of a competitor, a retirement sale. Those are exactly the moments when a website domain registered to a former partner, or a Google listing tied to someone's personal account, turns into a headache.
We help the owner sort out and market the business. The legal work, agreements and advice remain entirely with the lawyer. See lawyer referrals.
Referral partnerships for lenders and brokers
Lenders and brokers often meet trades owners who are planning growth: a second van, a new location, a shop with a showroom. The plan behind the request usually assumes more customers will appear.
We can help the owner build realistic marketing behind that plan. We are not a lender or a broker, we never discuss rates or approvals, and nothing we produce is a credit assessment. Read lender referrals.
Marketing for referred trades businesses
This is the service the trades owner actually receives. It starts with a consultation, moves to a plan matched to how their customers search and buy, and runs on one of the published Trades.Agency plans shown on our pricing page.
Plumbers and electricians live on urgent calls; renovators and landscapers win on trust over weeks. The plan reflects that difference. Full details are on referred-client marketing.
Advisor-ready marketing reports
Every client gets monthly reporting. When the client wants their advisors kept informed, we format that report so a professional who doesn't work in marketing can follow it: spend, enquiries, booked jobs, cost per booked job, and what changed. The client decides who receives it. See advisor-ready reporting.
What none of these services include
To keep every relationship clean, here is what sits outside all five services:
- Installing, repairing or servicing anything. We are not a contractor.
- Legal advice, contract review or opinions on agreements.
- Bookkeeping, tax preparation, audit or financial-statement work.
- Lending, brokering, credit decisions or rate discussions.
- Compliance advice on TSSA, ESA, WSIB or any other regulator's rules.
When a question belongs in one of those areas, we send the client back to their own professional, which is usually the person who referred them. The FAQ covers more of the boundaries, and the contact page explains how to start.
Frequently asked questions
Do I have to pick one service as a professional?
No. The three partner pages simply describe how referrals usually arrive from each profession. A firm that does both bookkeeping and business law, or a broker who also prepares statements, can refer through whichever route matches the client's situation.
Does the client pay for the advisor-ready reports separately?
Reporting is part of every Trades.Agency plan. Advisor-ready reporting is simply a format choice: the same monthly numbers laid out so a client's accountant, lawyer or lender can follow them, sent only where the client says.
What if my client only needs a small fix?
Then we'll say so. A missing Google Business Profile or a broken phone number on a website is sometimes the whole problem, and we would rather tell an owner that than sell them a plan they don't need.
Can a trades owner contact you without a referral?
Yes. Referrals are how many owners find us, but any Ontario trades business can call, text or email directly and get the same consultation.