For Accounting Firms & Bookkeepers
Your import and export clients have currency exposure. You now have the expertise to help them manage it better.
Currency movements hit your clients' budgets - sometimes hard. They face questions they don't have answers to: will currency movements impact my profits? Are we converting at the right time? Are there ways to protect our margins? Castle Currency works alongside accounting firms and bookkeeping practices to give you the answers - and the expertise to back them up. We bring the knowledge. Your relationships strengthen.
Book a Partner Discovery Call
Currency Questions Stressing Your Clients?
Clients are asking about currency. You have their answers.
Your clients call you when currency hits their P&L harder than expected. When a budget that looked solid is suddenly underwater because currencies moved. When they're trying to figure out if they should convert now or wait, should they lock in rates with forwards.
They know currency affects them. They just need to better know what to do about it. They're running their business - they are not currency experts. But the questions keep coming.
You see the impact in their numbers. You know they need guidance. You have their solution. Someone who can answer the questions, explain the options, and help your clients build an actual plan instead of making knee-jerk reactions when currencies start keeping them up at night.
Your Practice. New Client Value
Currency expertise. What your clients are looking for.
Your firm now has access to currency services that help your clients understand their exposure, manage costs, and execute transactions with confidence.
Currency Reviews
Overview: We look at what your clients are paying, how they're transacting, and where we can find savings.
In-depth reviews: For clients with meaningful exposure, we analyze transaction patterns, hedging methods and coverage, budget variance, and how exposure is being managed.
Consulting & Strategic Sessions
One-on-one consulting. We provide risk analysis, stress testing, hedging strategy development, and full currency management plan development. Expertise available to your clients through your firm - from a CFA, P.Eng, and 30-year currency expert.
Conversion and Hedging Strategies
Daily Best Rate Conversion Strategies: Included free with every platform account. Clear target zones and defined levels delivered each business day. Your clients get guidance on when to convert or when to wait - no noise, no long reports, just what they need to make better decisions.
Weekly Hedging Strategies: For clients wanting to protect margins and capture upside opportunities, we provide hedging guidance they can apply based on their own risk tolerance and financial goals.
Workshops & Webinars
We provide access to informational webinars. Plus we offer live and hands-on workshops: finding cost savings, understanding currency risk, building a currency management plan, and developing currency strategies. You become the firm that makes clients smarter about currency.
CastleFX Platform
Send payments across 200+ countries. Convert USD, CAD, EUR, GBP and other currencies between your own bank accounts. Receive foreign funds fast - eliminate slow paper checks. Forward contracts up to 12+ months to lock in rates and protect margins. Consistent and competitive rates that beat what banks charge. 24/7 access.
QuickBooks Integration
QuickBooks integration with collaborative entry - your team facilitates, clients approve, everyone has visibility. Available in the QuickBooks App store.
Partnership Flexibility
We adapt to you.
Some firms want to be directly involved in currency conversations. Others prefer to refer and step back. We structure the partnership around what protects your client relationships - not what's convenient for us.
Refer clients and step back
You make the introduction. We handle everything from there - reviews, consulting, platform onboarding, ongoing support. You stay informed, your client gets expert guidance, you earn revenue share on transactions.
Work alongside us
You stay involved in currency conversations. We bring the expertise, you maintain the client relationship. Joint consulting sessions, co-hosted workshops, collaborative approach to helping your clients manage currency with a plan instead of reacting to it.
Co-brand or white-label
We can operate under your firm's brand or alongside it - whichever strengthens your client relationships. The expertise and platform come from Castle Currency, but your clients see it as part of your firm's service offering.
What This Means for Your Practice
Currency expertise. Better outcomes. Stronger relationships.
When clients ask currency questions, many firms send them to their bank or tell them to shop around. That doesn't help.
You can now bring a currency expert directly to the table - someone who understands risk, builds strategies, and educates clients on how to manage exposure instead of reacting to it.
Castle Currency becomes part of your team. Your clients get better outcomes. Your firm gets stronger relationships. And you earn revenue from transactions you're already involved in.
Book a Partner Discovery Call