Become a Referral Affiliate and Explore Rewarding Opportunities
What is our Referral Affiliate?
A referral affiliate is someone who recommends our services to potential clients. By simply sharing information about our proactive CFO advisory and expert bookkeeping services, affiliates help us grow our client base and empower business owners to achieve financial growth and success.
Who Makes a Good Referral Partner?
Ideal referral partners are well connected professionals who regularly interact with businesses that could benefit from proactive financial management. This includes:
- Certified Public Accountants (CPAs)
- Financial Planners & Investment Advisors
- Commercial & Tax Attorneys
- Business Consultants
- Insurance Brokers
- Commercial Bankers
- Commercial Real Estate Agents
- Human Resources & Recruitment Consultants
- Chamber of Commerce Members
- Networking group leaders & other corporate professionals
Who Should You Refer?
Ideal referrals are businesses that match the following criteria:
Seeking Outsourced Expertise
Companies looking for proactive Fractional CFO, expert bookkeeping and tech consulting services to streamline their financial operations.
Established Revenue Streams
Businesses generating annual revenues of at least $500K and are poised for further growth.
In Need of Strategic Financial Management
Organizations that require advanced cash flow management and dynamic forecasting to make informed decisions.
Technologically Advanced
Enterprises that are tech-savvy and comfortable using the latest software, instant messaging, and web-based applications, aligning well with our virtual, distributed service model.
Growth-Oriented
Companies at a stage where they are ready to scale up their operations and need robust financial strategies to support expansion.
Why Become a Referral Affiliate?
Generate Passive Income
Earn money passively by leveraging your existing network. The more referrals you make that convert into clients, the more you earn without additional work.
No Financial Risk
Joining the referral program is free and there is no financial investment required from you. This removes any barriers to entry allowing you to focus on your referral activities without financial concern.
Seamless Process
Our simple and transparent tracking system ensures you always know the status of your referrals and rewards.
Marketing Materials
Access a range of high-quality marketing materials designed to help you communicate the value of our services effectively.
Flexible Engagement
Access a range of high-quality marketing materials designed to help you communicate the value of our services effectively.
Reward Structure
Bookkeeping Referral
Rewards
Instant $250 Bonus
Immediate Impact
Start benefiting as soon as your referral joins! Receive a $250 bonus instantly when your referral signs their engagement letter. It’s simple, with no delays.
Grow Your Earnings with Our Tiered Bonus System
Our structured rewards program means the more you refer, the more you earn:
- Bronze Level
Make 1-3 referrals per year and earn $250 for each successful client.
- Silver Level
Increase your referrals to 4-6 per year, and boost your bonus to $350 per successful client.
- Gold Level
Achieve 7 or more referrals per year to earn a top-tier bonus of $500 for each successful client.
CFO Services Referral
Rewards
Earn as They Grow 10% Commission
Start with a strong earning potential: Receive a 10% commission on the annual revenue from each CFO client you refer, paid out quarterly. Your earnings grow as they grow.
Increase Your Earnings with Tiered Commissions
Our tiered commission structure rewards your dedication with increased earnings:
- Bronze Level
For 1-3 referrals per year, you continue to earn a 10% commission.
- Silver Level
Increase your referrals to 4-6 per year, and upgrade your commission to 12%.
- Gold Level
Reach 7 or more referrals per year and achieve a top-tier 15% commission.
How it Works?
Step 1
Sign Up
Register easily on our website to become a referral affiliate.
Step 2
Share and Refer Clients
Use the tools and materials provided to introduce our services to your network.
Step 3
Track Your Referrals
Monitor the status of your referrals through our dedicated affiliate dashboard.
Step 4
Receive Payments
Enjoy timely and accurate payouts as your referrals convert to engaged clients.