You earn between 25% and 50% of what your referred client pays us, depending on how involved you stay in the relationship. A warm introduction earns 25%. Staying actively involved, for example joining calls or helping manage the relationship, can earn you up to 50%.

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.

Get Your Referral Partner ID Schedule a Partner Call

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.

One-Time Engagement

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 $2,500

Ongoing Partnership

Fractional 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 minimum

Hourly or Project-Based

Bookkeeping & Advisory Projects

Books Cleanup ($150/hour), Budget Builder ($250/hour), and Monthly Bookkeeping ($1,000/month). No retainer or minimum commitment.

From $150/hour

See full service details and pricing →

How 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 Signup to First Payout

Step 1

Sign Up on This Page

Fill out the signup form below with your name, email, and a password. No call required, though you are welcome to schedule one first if you would rather talk it through.

Step 2

Get Your Referral Partner ID Instantly

As soon as you sign up, we email you your unique referral partner ID and a shareable link. Referrals are tracked against this ID from first contact through the life of the engagement.

Step 3

Refer Clients

Share your link with business owners or contacts who could benefit from a fractional CFO, a financial audit, or bookkeeping support.

Step 4

Revenue Share Is Tracked and Paid

As your referred clients pay TrueInsights CFO, your share is tracked 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.

Warm Introduction25%You make the introduction. We take it from there.

Active Partner50%You stay involved in the relationship, for example joining calls and helping manage it.

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.

Client's Monthly Spend$5,000/mo

$500$10,000+

$10,000 is not a cap. If a referred client pays more, your revenue share still applies to the full amount.

Your Involvement30%

Warm Intro (25%)Active Partner (50%)

# of Successful Referrals3

120

Estimated Monthly Earnings$4,500

Estimated 12-Month Total$54,000

Based on 3 referred clients at $1,500/mo each

For illustration only. Actual payouts depend on the services your referred clients purchase, how long they stay engaged, and your involvement in each 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-NEC 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. Before your first payout, we will request a completed W-9, so you will need a valid SSN, EIN, or ITIN on hand.

Become a Referral Partner

Get Your Partner ID

Sign up below to get your unique referral partner ID and a link to your dashboard. Prefer to talk it through first? Schedule a Call instead.

Frequently Asked Questions

What is the TrueInsights CFO Referral Partner Program?

How much can I earn?

How long do I earn revenue share on a referral?

Which services count toward the revenue share?

Do I need to be a financial professional to become a referral partner?

How do I get paid, and what about taxes?

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.