Ambrook Certified Advisors are independent financial professionals — bookkeepers, accountants, and CPAs — who have completed Ambrook's training program and passed a certification test. They specialize in agricultural accounting and are a great resource if you need expert, hands-on bookkeeping or tax support.
For Customers: Getting Connected
If you'd like to be matched with a Certified Advisor, reach out to our support team at support@ambrook.com or via the support chat. To help us find the right fit, let us know:
What type of support you're looking for (bookkeeping, tax preparation, general advisory, etc.)
What type of operation you run
Whether you prefer working with someone local or are open to remote support
We'll match you based on your needs and introduce you by email. Your advisor will be added to your account as a team member — you can manage their access anytime in Settings → Team.
Your Ambrook subscription price is not affected by working with a Certified Advisor.
For Certified Advisors: Adding Clients and Billing
Adding a client who already has an Ambrook account
Ask your client to go to Settings → Team → Invite and send an invite to your email address. You'll receive an email to accept and gain access to their account.
Adding a client who does not have an Ambrook account
If your client doesn't have an Ambrook account yet, contact our support team and we'll set one up for them. Once their subscription is active, a 30% discount is automatically applied to their first 12 months. The 30% discount applies to both monthly and annual plans.
Delegated billing
If you'd like to pay for your client's subscription directly and bill them yourself:
Contact our support team to have the client's organization added under your account.
Add a payment method for that organization in Settings → Subscriptions.
Our team will apply the 30% discount to their subscription (first 12 months).
You invoice your client directly. You can pass along some, all, or none of the discount — that's up to you.
Note: After 12 months, the subscription renews at full price.
Your own Ambrook subscription
As a Certified Advisor, your own Ambrook subscription is complimentary. Start a free trial at ambrook.com, then reach out to our team and we'll confirm your certification and apply the discount.
Frequently Asked Questions
Q: How is a Certified Advisor different from Ambrook Tax & Advisory?
A: Ambrook Tax & Advisory is Ambrook's own in-house service for tax strategy, planning, and filing. Certified Advisors are independent professionals — they set their own rates and scope of work. Tax & Advisory is best for straightforward situations; a Certified Advisor is a good fit if you already have an accountant you'd like to bring onto Ambrook, or if you need more specialized support.
Q: How is a Certified Advisor different from Ambrook Full Service?
A: Ambrook Full Service pairs you with a dedicated Account Manager who helps you configure Ambrook, build automations, reconcile your linked bank accounts, and stay organized — working alongside you, not instead of you. Full Service is not a bookkeeping replacement; your AM won't file your taxes or act as your CPA. A Certified Advisor is an independent professional — they're not an Ambrook employee, but they've completed Ambrook's training program so they can work inside your account alongside you. Certified Advisors offer a range of services, from bookkeeping and tax preparation to financial advisory.
Q: Can I become a Certified Advisor?
A: Yes — financial professionals can learn more and apply at ambrook.com/overview/certified-advisor.
Q: What happens to the 30% discount after 12 months?
A: The discount applies for the first 12 months of a client's subscription. After that, the subscription renews at full price.