Partner Program

Refer clients. Earn 20% for 12 months.

For fractional CFO firms, bookkeepers, and advisory practices whose clients log into 3–5 bank portals every morning. Your clients pay list price ($399/mo). The rev-share comes out of our margin.

Revenue Share

20% monthly · 12 months

Paid monthly on every active client you refer, for 12 consecutive months. Stripe Connect or ACH — whichever you prefer.

Onboarding

Founder-led for your first 5 clients

Michael personally runs the first 5 onboarding calls, reviews the first forecast, and writes a 2-page memo back to your firm on what he saw.

Client pays list price

$399/mo · no discount needed

You refer, the client signs up directly. Simple billing. No MSA required. One-page referral agreement once we schedule the intro call.

Sign up in 2 minutes.

We'll get back within 1 business day to set up a 20-minute intro call and send the one-page partner agreement.

Your first name

Your last name

Work email

Phone (optional)

Firm name

Firm website Optional but helpful.

Active clients

Practice type

Preferred rev-share structure Standard is the fastest path. Anything else, we'll work it on the intro call.

What kind of clients do you serve? (optional)

By submitting, you agree to our Privacy Policy. We'll follow up within 1 business day.

Thanks — we'll be in touch within 1 business day.

Michael will personally email you to book a 20-minute intro call and share the one-page partner agreement.

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