Product Aware

How to Qualify for the Strategic Partnership: What ProTouch Looks for in a Contractor

By England Hart, The Second Opinion Blog • June 9, 2026

Most bookkeeping and marketing agencies operate on a simple model: you pay them a flat monthly fee, and they do the work. If your business grows, they get paid. If your business stalls, they still get paid.

They have zero skin in the game.

At ProTouch, we believe that a true partnership requires shared risk and shared reward. That is why we created the Strategic Partnership tier.

It is an elite, performance-based model. We charge zero monthly fees. We take over the entire back end of your business—consulting, accounting, bookkeeping, and the full marketing engine—and we only get paid a percentage of the growth we generate.

If you do not grow, we do not get paid.

Because we are taking on the financial risk, we cannot offer this partnership to everyone. We are highly selective about who we bring into this tier. Here is exactly what we look for when qualifying a contractor for the Strategic Partnership.

1. You Have an Established Baseline

We are a growth engine, not a startup incubator.

To qualify for the Strategic Partnership, you must have an established contracting business. You need a proven track record of delivering quality work, an existing customer base, and historical financial data (even if that data is currently a mess).

We need a baseline to measure our performance against. We take your current numbers, clean them up, and then apply our Performance Bookkeeping model to drive growth. We get paid on the delta between your old baseline and your new revenue.

2. You Are Ready to Let Go of the Back Office

This is the hardest hurdle for most contractors. You are used to controlling every aspect of your business.

But if you want to scale, you have to stop trying to be the hero of the back office. You have to let us do our jobs.

In a Strategic Partnership, we take full control of the financial reporting, the 4R marketing engine, and the appointment setting. You have to be willing to hand over the keys, trust the data, and focus your energy entirely on what you do best: selling jobs, managing crews, and ensuring quality in the field.

If you want to micromanage the Facebook ad copy or argue about how to categorize a receipt, this partnership is not for you.

3. You Have the Capacity to Scale

When we deploy the 4R Method, the phone is going to ring. Your pipeline is going to fill up with high-margin, exclusive leads.

We need to know that you have the operational capacity to handle that growth. Do you have the crews? Do you have the trucks? Can you execute the work without sacrificing quality?

If we double your lead volume and you cannot fulfill the jobs, the partnership fails. We look for contractors who have their field operations dialed in and are simply bottlenecked by poor marketing and messy finances.

4. You Want a Partner, Not a Vendor

Vendors take orders. Partners tell you the truth.

If we see that your labor burden is destroying your margins, we are going to tell you to raise your prices. If we see that a specific service line is unprofitable, we are going to tell you to cut it.

We look for contractors who are coachable, open to strategic consulting, and willing to make hard decisions based on real data.

How to Apply

As we explain in our Complete Guide to Performance Bookkeeping, the Strategic Partnership is the ultimate 1-2 punch for a contractor who is ready to scale without the stress of managing the back office.

If you meet the criteria above and are ready to stop paying flat fees for mediocre results, we want to talk to you.

The qualification process is simple and low-friction. We will hop on a short call, ask a few questions about your current baseline and your capacity, and see if we are a mutual fit. No pressure. No pitch.