Independent firms credentialed to deliver the OWNABLE OS.
The Affiliated Firms network is how owners in every market get a tech-enabled professional firm without flying one in. CFOs, bookkeepers, exit advisors, and operators — credentialed, supported, independent.
What credentialing actually includes
- Doctrine training on long-term equity management and the OWNABLE OS.
- Platform access to Bootstrapper.ai — the system of record for engagements.
- Playbook library — install plans, scoring rubrics, quarterly review templates.
- Casework review on the first three OWNABLE OS engagements.
- Annual recertification — doctrine updates, quality review, peer calibration.
- Routing of in-market leads the firm cannot or chooses not to take in-house.
What the firm asks of Affiliated Firms
- Run the published doctrine — no off-method shortcuts in OWNABLE OS engagements.
- Submit casework for the annual quality review.
- Maintain professional independence — no referral kickbacks from lenders or brokers.
- Carry appropriate insurance and licensure for your category.
- Refer outside your specialty when a client need falls outside it.
How to become an Affiliated Firm
The application flow lives on /integrators. Start there for the credentialing brief, the application, and the timeline for the next cohort.
Frequently asked questions
What is an Affiliated Firm?+
An independent CFO practice, bookkeeping firm, exit advisory, or operator firm credentialed by Bootstrapper Capital to deliver the OWNABLE OS in their market. Affiliated Firms are not employees and not franchisees — they are independent businesses bound to firm doctrine and quality reviews.
How does credentialing work?+
Application, doctrine training, casework review, and an annual recertification on the OWNABLE OS. Affiliated Firms get access to the platform, the playbooks, and the lead routing the firm directs into their market.
Do Affiliated Firms pay a fee?+
Yes. There is an annual platform and credentialing fee. The firm does not take a percentage of an Affiliated Firm's client revenue and does not require exclusivity.
Read the credentialing brief.
Become an Affiliated Firm — the full application path and credentialing detail.