Our Vision
Redefining the Future of Accounting Firms
At Money Forward® Partners, we’re passionate about advancing the accounting profession. As AI and technology reshape the industry, we believe the future belongs to firms that can combine deep client relationships with cutting-edge productivity.
Backed by Money Forward® Group, our mission is to bring together the best of both worlds—human connection and smart automation—to redefine how accounting firms operate.
Let’s work together to strengthen your client relationships, boost efficiency, and move your firm forward.
Our Values
People-First
Prioritizing the well-being and development of your team. This industry is all about the trust and relationship. We want our people to success in order to realize client success.
Integrity
Transparent, fair dealings at every step. We want to make long term relationship with accounting firm owners, to their employees, and also to its clients. Being open and humble is the key success to it.
Partnership
Collaborating for mutual growth and prosperity. Your success is our success. A long term partnership to compound the trust overtime.
Strategic Tech Guidance
No software in the market that works? We provide enterprise-level IT insight to help your firm navigate what tools to adopt, when, and why—so you stay ahead without the guesswork.
Operational Efficiency
Don’t know which tool is right for scalability? We have identified tools and tech stack that would help you succeed.
Proven Best Practices
By integrating the latest AI and automation, we streamline day-to-day tasks—making your team more productive and less bogged down by manual work.
Custom Tool Development
We bring in operational insights, benchmarks, and tech stack from top-performing firms—so you can learn what works, avoid common pitfalls, and accelerate your growth.
The Support You Need to Scale with Confidence
1.
Business Intelligence & Dashboarding
2.
Managed IT Service
3.
Offshore resourcing
4.
Internal Accounting & Finance
5.
HR and Talent Support
6.
Marketing Support
Support That Lasts — for Clients and Employees
Enduring Relationships
Strong client and team relationships are built over time—we’re here to help you protect and grow them for the future.
Client Continuity
Multi-generational client relationships deserve consistent care. Our model ensures they receive the attention and service they’ve come to trust.
Team Stability
When your firm joins Money Forward® Partners, your people come with you. We prioritize growth and opportunity—not cost-cutting or downsizing.
Career Growth, Culture Intact
Your team keeps the close-knit culture they value, while gaining new pathways to grow, lead, and thrive within a larger support system.
Join the journey together with us
Tell us about your dreams, and how we can work together.