PARTNER WITH OAKU
Make More Money, Expand What You Can Offer—Without Changing What You Do Best.
Your expertise. Our Digital-Asset specialization. One stronger client relationship.
FINANCIAL GROWTH BY THE NUMBERS: DECIDE from 8 partner categories + 6 partnership paths = GAIN 88+ Revenue Streams
Oaku Financials is designed to complement—not compete with—the professional clients already know and trust. We bring specialized DigitalEconomy expertise to the table while you remain focused on your core professional relationship and expertise.
YOU BRING
Client relationships + your coreprofessional expertise
OAKU BRINGS
- Crypto
- DeFi
- Digital Assets
- Tokenization
- Crypto Tax Reporting
- Fraud/Cyber
- Recovery
TOGETHER
- Broader capabilities
- stronger coordination
- future-ready client service
WE DON’T REPLACE YOUR EXPERTISE. WE EXTEND ITS REACH.
01
COMPLEMENT YOUR EXPERTISE
Add specialized Digital Economycapabilities without building theminternally.
02
PROTECT THE CLIENT RELATIONSHIP
Work alongside Oaku while remainingcentral to your client relationship.
03
EXPAND YOUR OFFERINGS
Address emerging needs acrosscrypto, DeFi, tokenization, reporting,cyber and recovery.
04
CREATE NEW OPPORTUNITIES
Participate through referrals, licensing,reselling, education and jointinitiatives.
05
FUTURE-READY YOUR PRACTICE
Access specialized education, tools,content and expertise as client needsevolve.EXPLORE PARTNERSHIP OPPORTUNITIES
BRING OAKU INTO YOUR CLIENT’S PROFESSIONAL ECOSYSTEM.
OAKU PARTNER ECOSYSTEM™ • REFER • RESELL • LICENSE • EDUCATE • COLLABORATE
PARTNER WITH OAKU
6 Partner Paths With Oaku Financials
Your expertise. Our Digital-Asset specialization. One stronger client relationship.
| PARTNERSHIP PATH | WHO IT'S FOR | HOW WE WORK TOGETHER | HOW THE PARTNER BENEFITS |
|---|---|---|---|
| 1. Affiliate Partner | Creators, educators, consultants, communities, eligible professionals | Promote eligible Oaku products, courses and resources | Commissions + audience value |
| 2. Professional Referral Partner | CPAs, EAs, CTAs, bookkeepers, attorneys, financial and digital-asset professionals | Introduce clients requiring complementary Oaku expertise | Expanded client capabilities + reciprocity and/or compensation where permitted |
| 3. Professional Licensing Partner | CPA, tax, bookkeeping, legal, financial and advisory firms | License Oaku education, IP, tools and client resources | Add capabilities without building them internally |
| 4. Reseller / Channel Partner | Consultants, trainers, platforms, professional organizations | Resell eligible Oaku products, education and professional resources | Reseller margin + additional offerings |
| 5. Strategic / Technology Alliance Partner | FinTech, TaxTech, CryptoTech, wallets, custodians, software, cyber and blockchain companies | Integrations, joint solutions, sponsorships, referrals and co-marketing | Shared audiences + leads + integrated solutions |
| 6. Education & Content Partner | Associations, employers, universities, conferences, professional firms and communities | Training, webinars, workshops and licensed content | Revenue share/fixed fees + member/client education |
AFFILIATE PARTNER
5 Ways to Grow With Oaku
Expand your offerings. Create new revenue. Help your audience navigate the New Digital Economy.
CREATE A NEW
REVENUE STREAM
Earn commissions on eligible Oaku products, education and resources you introduce to your audience.
EXPAND WHAT YOU
CAN OFFER
Add specialized Digital Economy resources without having to build every capability yourself.
STRENGTHEN
RELATIONSHIPS
Bring additional expertise to your clients while continuing to serve in your existing role.
ACCESS READY-TO-USE
RESOURCES
Use approved educational materials, campaigns, partner links and marketing resources.
UNLOCK GREATER
OPPORTUNITIES
Qualify for enhanced collaboration, licensing, co-marketing and joint education as the relationship grows.
BRING OAKU INTO YOUR CLIENT’S PROFESSIONAL ECOSYSTEM.
OAKU FOR PROFESSIONALS™
8 Types of Preferred Partners: Specialized Digital-Economy Expertise for the Professionals Clients Already Trust.
Choose the relationship that best complements your practice, organization or technology.
OAKU FOR CPAs™
CPAs • accounting firms • controllers
OAKU FOR TAX PROFESSIONALS™
EAs • CTAs • tax strategists • tax preparers
OAKU FOR BOOKKEEPERS™
Bookkeepers • accounting-service firms • fractional teams
OAKU FOR ATTORNEYS™
Tax • estate • business • asset-protection • digital-asset counsel
OAKU FOR FINANCIAL PROFESSIONALS™
CFPs • CFAs • wealth professionals • planners • family offices
OAKU FOR CRYPTO / DeFi / DIGITAL-ASSET PROFESSIONALS™
Crypto • DeFi • blockchain • tokenization • digital-asset educators
OAKU TECHNOLOGY PARTNERS™
FinTech • TaxTech • CryptoTech • RegTech • cyber • wallets • custody
OAKU EDUCATION & COMMUNITY PARTNERS™
Associations • universities • conferences • educators • communities
BRING OAKU INTO YOUR CLIENT’S PROFESSIONAL ECOSYSTEM.
THE OAKU PARTNER ECOSYSTEM™
One Ecosystem. Six Ways to Partner. Multiple Ways to Grow.
Find the partnership path that best fits how you serve clients, audiences or professional communities.
| PARTNERSHIP PATH | WHO IT'S FOR | HOW WE WORK TOGETHER | HOW THE PARTNER BENEFITS |
|---|---|---|---|
| 1. Affiliate Partner | Creators, educators, consultants, communities | Promote eligible Oaku products, courses and resources | Commissions + audience value |
| 2. Professional Referral Partner | CPAs, EAs, CAs, bookkeepers, attorneys, financial + digital-asset professionals | Introduce clients needing complementary Oaku expertise | Expanded capabilities + reciprocity / compensation where permitted |
| 3. Professional Licensing Partner | Accounting, tax, legal, financial and advisory firms | License Oaku education, IP, tools and client resources | Add capabilities without building internally |
| 4. Reseller / Channel Partner | Consultants, trainers, platforms, professional organizations | Resell eligible Oaku products, education and resources | Reseller economics + expanded offerings |
| 5. Strategic / Technology Alliance | FinTech, TaxTech, CryptoTech, wallets, custody, software, cyber | Integrations, joint solutions, sponsorships, referrals, co-marketing | Shared audiences + leads + integrated solutions |
| 6. Education & Content Partner | Associations, employers, universities, conferences, firms | Training, webinars, workshops and licensed content | Revenue-sharing / custom arrangements + education |
THE COMPLEMENTARY EXPERTISE MODEL
You Don’t Need to Become a Digital-Asset Expert.
You need the right Digital-Asset expertise at the table.
YOUR EXISTING EXPERTISE
- CPA
- EA / CTA
- Bookkeeper
- Attorney • CFP / CFA
- CryptoProfessional
- Business Advisor
+ OAKU DIGITAL-ECONOMY
- Crypto
- DeFi
- Digital Assets
- Tokenization
- 1099-DA / Crypto Reporting
- Wallets &Custody
- Fraud + Cyber
- Digital-AssetRecovery
B2B + CHANNEL
- Broader expertise
- Better coordination
- New capabilities
- Stronger retention
- Future-readypractice“
YOUR EXISTING EXPERTISE
Oaku complements your existing role with specialized Digital Economy capabilities—helping you broaden the conversation without asking you tobecome an expert in every emerging technology.
PARTNER OPPORTUNITIES
What Can We Build, License, Refer or Deliver Together?
Partner economics are customized after application review and, when appropriate, a Zoom discussion.
EDUCATION + CONTENT
- Digital guides & e-books
- Infographics & checklists
- Digital-asset learning bundles
- Courses & professional training
- Webinars & executive briefings
PROFESSIONAL SOLUTIONS
- Comprehensive Consultintroductions
- Crypto tax reporting &reconciliation
- Digital-asset educationengagements
- Fraud / cyber coordination
- Recovery & specializedengagements
B2B + CHANNEL
- Professional content licensing
- Firm / enterprise licensing
- Reseller & channel programs
- White-label / co-brandededucation
- Technology alliances &integrationsNO
NO FIXED PUBLIC PRICING OR COMMISSION SCHEDULE
We review fit, scope, professional restrictions, expected volume and collaboration model before confirming partner terms.
How Can We Make More Money Together: Sample of Partnership & Joint Revenue Growth Opportunities
| OAKU OFFER | EXAMPLE PRICE | PARTNER MODEL | PROPOSED COMPENSATION |
|---|---|---|---|
| Free guides / lead magnets | $0 | Lead generation | No commission |
| Infographics / checklists | $19–$99 | Affiliate | 30–40% |
| E-books / guides | $29–$149 | Affiliate | 30–40% |
| Digital bundles | $99–$499 | Affiliate | 25–35% |
| Recorded mini-courses | $99–$499 | Affiliate | 25–35% |
| Advanced courses | $499–$1,995 | Affiliate | 20–30% |
| Professional toolkits | $499–$2,500 | Affiliate/reseller | 20–30% |
| Professional content license | $1,500–$5,000+/yr | Licensing | 15–25% first year |
| Firm/site license | $5,000–$25,000+/yr | Channel/license | 10–20% first year |
| Comprehensive Consult | perhaps $1,500–$5,000 | Qualified referral | 10–15% or fixed bounty, where permitted |
| Crypto tax reconciliation/reporting | $1,500–$10,000+ | Referral | 10–15%, where permitted |
| Crypto recovery/forensics | Case-based | Referral | 5–10%, where permitted |
| Ongoing advisory | $1K–$5K+/mo | Referral | 5–10% for first 12 months, where permitted |
| Corporate training | $2,500–$15,000+ | Referral/co-sell | 10–20% |
| Sponsored webinar | $2,500–$15,000+ | Sponsorship | Negotiated |
| White-label education library | $10K–$50K+/yr | License | 20–40% reseller margin |
| Enterprise/Oaku Academy license | $25K–$100K+ | Channel | 10–20% |
| Custom professional training | $5K–$50K+ | Co-sell | 10–15% |
These are recommended starting sample economics , not market-mandated rates. Sign-up for a partnership call for updated details.
Registration form
Want to Become a Certified Tax Advisor
Already an Oaku Partner?
BECOME AN OAKU PARTNER
Start With an Application. Build the Right Relationship.
Every partnership is reviewed so we can align the right model, resources, responsibilities and economics.
APPLY
Tell us who you are, who you serve and how you would like to partner.
OAKU REVIEW
We review fit, audience, capabilities, professional requirements and proposed model.
ZOOM
DISCUSSION
For selected relationships, we meet to clarify opportunities, expectations and next steps.
ACCEPT +
ONBOARD
Approved partners receive the appropriate agreement, resources, links, licensing or collaboration plan.
APPLICATION SHOULD CAPTURE
considerations
TOGETHER, WE SERVE BETTER AND GROW STRONGER
Acceptance is not automatic. Compensation,
licensing and commercial terms are provided
only after review and are subject to applicable
professional and regulatory requirements.