Referral Partner Program
A structured revenue-sharing partnership for professionals and networks who refer business owners to TrueInsights CFO.
If you work with business owners who could benefit from a fractional CFO, a financial audit, or bookkeeping support, we invite you to join our Referral Partner Program. Partners earn 25% to 50% of what a referred client pays us during their first 12 months, depending on their level of involvement in the relationship.
What We Offer
Services & Pricing
This is what a referred client is actually buying, so you know what to expect before you make an introduction.
Financial Audit & Assessment
A 30-day evaluation of a business's financial operations. Foundational ($2,500), Strategic ($5,000), or Executive ($10,000), depending on the depth needed.
From $2,500Fractional CFO Services
Ongoing part-time CFO leadership: monthly reporting, cash flow forecasting, budget vs. actuals, and strategic advisory. Rate is scoped to the business at signing.
$3,000/month minimumBookkeeping & Advisory Projects
Books Cleanup ($150/hour), Budget Builder ($250/hour), and Monthly Bookkeeping ($1,000/month). No retainer or minimum commitment.
From $150/hourHow the Partnership Works
Program Overview
The program is open to CPA's, business coaches, attorneys, and other professional services, as well as individuals with a relevant network. It is oriented primarily toward business-to-business relationships, though individual referrals are welcome as well.
From First Call to First Payout
Schedule a Partner Call
We discuss your network, how referrals would typically reach us through you, and how involved you plan to stay in the relationship.
Receive Your Referral Partner ID
Every partner is assigned a unique referral ID. Referrals are tracked against this ID from first contact through the life of the engagement.
Refer Clients
Share your ID with business owners or contacts who could benefit from a fractional CFO, a financial audit, or bookkeeping support.
Revenue Share Is Tracked and Paid
As your referred clients pay TrueInsights CFO, your share is calculated automatically for the first 12 months of the engagement. Payouts are on the 15th of the following month.
Revenue Share Structure
25% to 50%, for 12 Months
Your share is determined by your level of involvement in the relationship after the introduction is made, and applies to all TrueInsights CFO services: Fractional CFO engagements, financial audits, and bookkeeping and advisory services.
Estimate Your Earnings
Illustrative Only
Adjust the referred client's monthly spend and your level of involvement to see an illustrative estimate of your potential revenue share.
For illustration only. Actual payouts depend on the services your referred client purchases, how long they stay engaged, and your involvement in the relationship. We will confirm exact terms on your partner call.
Who We Partner With
Mostly B2B
- CPA's and accountants who want to offer clients more without taking on the work themselves
- Business coaches and consultants working with entrepreneurs and small business owners
- Attorneys and other professional services who refer clients needing financial support
- Business owners and individuals with a relevant network of business contacts
Payment and Tax Reporting
How and When You Are Paid
Every referral is tracked against your unique referral partner ID from the first introduction through the full 12-month revenue share period. Each January, we issue a 1099-MISC detailing your total earnings for the prior year for your tax records. Payouts are made on the 15th of the month following the month in which a referred client pays TrueInsights CFO. We can pay you via check or direct deposit, whichever you prefer.
Frequently Asked Questions
Interested in becoming a referral partner?
Schedule a short call. We will discuss your network, confirm program details, and set you up with your referral partner ID.
Referral partner terms are confirmed in writing prior to the first payout. TrueInsights CFO, LLC reserves the right to modify program terms for referrals made after any such change.