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When you think about growing your notary business, partnerships might not be the first thing that comes to mind. But the truth is that some of the best opportunities for notaries show up when you align yourself with professionals who serve the same clients you do. Two of the strongest connections you can build are with CPAs and financial advisors.
These professionals work with clients during life’s biggest financial moments. Tax planning, business structuring, retirement accounts, estate planning..it all involves documents, and often, those documents need notarization. That is where you come in.
Why These Partnerships Make Sense
Clients trust their CPAs and financial advisors with highly personal financial details. That means when these professionals recommend someone, their clients are likely to listen. By positioning yourself as a reliable, knowledgeable notary, you become a natural extension of their trusted circle.
It is important to remember that notary authority looks different depending on where you are. In the U.S., notaries often handle acknowledgments, jurats, and other common notarizations tied to financial and estate documents. In Canada, certain notarizations may only be performed by lawyers or specially appointed notaries, depending on the province. Always make sure you know your jurisdiction’s laws before partnering or offering services.
Practical Ways to Partner
Estate Planning Documents
Financial advisors and CPAs often assist clients with wills, trusts, and powers of attorney. These documents usually need notarization. By offering to be their go-to notary, you save their clients an extra step and position yourself as part of the planning process.
Business Structuring
When clients set up corporations, partnerships, or LLCs, there are sometimes documents that need notarization. CPAs already guide clients through the financial side of structuring, and you can be right there to handle the notarizations.
Loan and Financial Transactions
From refinancing a business loan to securing investment documents, notarization can come into play. Financial advisors value partners who can move quickly and help clients close important deals without delays.
Building Trust with Professionals
The key is approaching CPAs and financial advisors with a collaborative mindset. This is not about selling yourself as just another service provider. It is about showing them how working together benefits their clients. Bring professionalism, punctuality, and confidentiality to the table. Over time, you will build relationships that keep referrals flowing your way.
Why This Matters
Partnerships like these do more than bring you more appointments. They raise your credibility. They expand your reach into networks of clients who already value professionalism. And most importantly, they allow you to step into a bigger role in your community’s financial and legal ecosystem.
When you think beyond the stamp and see yourself as part of a bigger professional circle, your business grows in both impact and income. CPAs and financial advisors are powerful allies for notaries who are ready to build trust-based, long-term relationships.
If you are ready to strengthen your skills, connect with like-minded professionals, and take your notary business to the next level, join us inside The Notary Blueprint® Community. You will gain access to training, tools, and a supportive community designed to help you grow with confidence.
