By invitation · Personally vetted
The GBT Preferred Network
People we stake our reputation on.
This isn't a directory. It's not paid placement. Every person on this list has sat down with Jim, and GBT has either worked with them directly or spoken with at least two of their clients. These are the people we send our clients to — and we mean it.
How we vet
How someone gets on this list
Coffee first
Jim sits down with every person before they're considered. No exceptions.
We know your work
Either GBT has worked with you directly, or we've spoken with at least two of your clients — and heard it straight from them.
You stay active
The relationship has to stay real. We do an annual check-in. If we don't know your business anymore, the spot opens up.
We handle problems like partners
If something ever goes sideways with a client, we talk. That's what partners do.
“Getting on this list is earned. Staying on it means keeping the relationship real.”
By invitation only
We keep this list private — on purpose
You won't find the GBT Preferred Network published anywhere. It's a short, personally vetted circle that Jim shares directly with clients when they need a trusted referral — not a public directory, not paid placement, not a list of random business cards. That privacy is exactly what makes it worth being on. Every name is someone Jim has sat down with and would stake his reputation on.
Apply
Want to be considered?
The only way onto the GBT Preferred Network is a conversation. If you think you're the kind of person GBT clients should know — reply to our monthly broadcast or reach out directly. We'll grab coffee and go from there.
Already on our list? gobeyondtax.com/book to keep the relationship active.