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 ($299/mo per company). 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

$299/mo per company · no discount needed

You refer, the client signs up directly. Simple billing. No MSA required.

Sign up in 2 minutes.

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)

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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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