Refer a client
You work with owner-led businesses — as a CFO advisor, accountant, consultant, or integrator — and one of them keeps mentioning inefficiency they cannot quantify, or an AI initiative they are unsure about. Send us a warm intro. If they sign, we share the upside and credit you in the engagement.
How it works
- →Warm intro to the client stakeholder
- →30-minute joint discovery call
- →You stay in the loop on scope and pricing
- →Revenue share on the first engagement
- →Optional ongoing referral relationship
What you get
Send the client, share the upside.
