
Thank you for your interest in becoming a referral partner.
Earn 20% recurring commission on any subscription service you refer, including our Weekly Dashboards, Monthly Reporting, and CFO Advisory (Bootcamp) programs. As long as your referral remains a client, you continue to earn.
This program is designed for professionals and businesses that serve HVAC, plumbing, and electrical contractors, including accountants, consultants, payroll providers, background screening companies, and industry peers.
Our services can help your clients gain financial clarity and improve performance without adding work to your team. We also look for opportunities to refer business back to our referral partners whenever possible.
Please fill out the form below, and review and approve the terms and conditions, to get started.
The terms and conditions of the referral partner program can be found here: