Referral Partners
Your clients already trust you. Send the ones who need a great CPA our way and earn $500 each.
Calculated Moves is the specialist CPAs for family businesses. If you serve business owners too but don't do their books and taxes, let's team up. Refer a client, and when they come on board, you get $500. No catch, and we never compete with you.
How it works
Introduce us
Fill out the quick form below, just your details and theirs.
We take great care of them
We reach out with a warm, no-pressure intro and do what we do best.
You get $500
When they become a client, we send your $500, cash, check, gift card, or a donation in your name. Your call.
Why partner with us
- We never compete with you. We do books, taxes, and CFO advice, full stop.
- Your clients get a true specialist, not a generic firm. You look like the hero who sent them.
- $500 for every client who signs on, paid however you like.
- Refer as many as you want. There's no cap and no expiration.
Who makes a great partner
You already work with business owners, business attorneys, bankers, insurance agents, and franchise consultants. You're not in the accounting business, but your clients still ask you who to trust with their numbers. Now you've got a great answer, and a reason to make the intro.
The offer, plainly
Refer a business owner. If they become a Calculated Moves client, you get $500.
Paid as cash, check, gift card, or a donation in your name once they've signed on and completed their first month. One reward per closed referral, no limit on how many you send.