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Njuru.com

Sell on Njuru

Finance, Insurance and Tax

Build a practice your clients trust with their numbers and their futures.

List your Finance business

What you can list

Catalog kinds tailored for firm owners.

CPAs, EAs, bookkeepers, planners, agents, and brokers run their book of business on Njuru with license verification, secure document intake, and a calendar that respects deadlines. Every profile leads with credentials so clients know who they are working with before the first call.

ServicesBookings

Subcategories

Find the corner of finance, insurance and tax that fits your story.

Tax Preparation

Individual and small business tax filing, including EAs and tax attorneys.

Start your tax preparation account

Bookkeeping

Monthly close, AP and AR, payroll, and clean-up engagements.

Start your bookkeeping account

Accounting

CPA firms offering audit, assurance, advisory, and outsourced controller work.

Start your accounting account

Insurance

Personal lines, commercial lines, life, health, and Medicare brokers and agencies.

Start your insurance account

Financial Planning

RIAs, fee-only planners, and wealth managers serving households and owners.

Start your financial planning account

Credit Services

Credit counseling, repair, and education from licensed providers.

Start your credit services account

Loan Brokerage

Mortgage, commercial, and small business loan brokers under NMLS or state authority.

Start your loan brokerage account

How verification works on Njuru

Trust earned in the open.

Upload these once. We verify, you go live, and shoppers see the seals on every listing.

  • Professional license

    Required

    CPA license, EA card, state insurance license, NMLS, or equivalent.

    Where to find it

    Where to find your license or certification

    1. Download it from the state board or licensing authority's portal for your trade or profession.
    2. It's often in your renewal email or on the wallet card you were issued.
    3. Make sure the license number and expiration date are visible.

    Tip: We verify it against the issuing board wherever that's possible.

  • Owner ID

    Required

    Government ID matching the principal of record.

    Where to find it

    Where to find a valid government ID

    1. Use a current driver's license, state ID, passport, or national ID.
    2. Photograph it on a flat, well-lit surface with all four corners in frame.
    3. The name should match the person creating the account.

    Tip: Captured with your device camera and confirmed with a guided liveness selfie, reviewed automatically and by Njuru HQ when needed. Njuru never stores the raw image.

  • Errors and omissions insurance

    Required

    Active E and O certificate covering the services you offer.

    Where to find it

    Where to find your insurance certificate

    1. Ask your insurer or broker for a current Certificate of Insurance (COI); most issue it the same day.
    2. Many carriers let you download a COI right from your online account.
    3. It must show the policy is active and list your coverage limits.

    Tip: General or professional liability both work, depending on your trade.

  • PTIN or EFIN

    Optional

    IRS preparer or e-file identification, required to file federal returns.

    Where to find it

    Where to find this

    1. This is issued by the authority that governs ptin or efin.
    2. Check the original email, PDF, or online portal where you received or renewed it.
    3. Upload a clear PDF or photo with all dates and identifiers visible.

    Tip: IRS preparer or e-file identification, required to file federal returns.

  • ADV or CRD record

    Optional

    Form ADV or BrokerCheck record for advisory and broker-dealer practices.

    Where to find it

    Where to find this

    1. This is issued by the authority that governs adv or crd record.
    2. Check the original email, PDF, or online portal where you received or renewed it.
    3. Upload a clear PDF or photo with all dates and identifiers visible.

    Tip: Form ADV or BrokerCheck record for advisory and broker-dealer practices.

Your dashboard, day one

List your business on Njuru.com and see the right numbers first.

Upcoming deadlines

Filings, quarterly estimates, and policy renewals due this month.

Open engagements

Active client work with status and next step owner.

Secure intake

Documents waiting for review in your encrypted intake folder.

Outstanding invoices

Unpaid invoices with days outstanding.

License renewals

Days remaining on every credential on your practice.

Consultations booked

Discovery calls and policy reviews scheduled in the next 14 days.

Ready when you are

List your business on Njuru.com.

Free for individual sellers, always.

List your Finance business