Through our Referral Service we offer a way for you to continue servicing your clients through your current relationship (bookkeeping, taxes, backoffice, etc..) by outsourcing our Virtual CFO and accounting services for clients who need it.
If you want to keep doing the bookkeeping, but not the other CFO and accounting work, we can help. If you want to completely off load your client work to us, no problem. We provide a team of experienced professionals who can support, or replace higher cost and less efficient staff.
Partnering in our Referral Service offers you peace of mind - by outsourcing CFO or other accounting tasks to us so you can focus on generating revenue and providing the services you excel at.
Once partnering in Summit CPA Group's Referral Service, after your referral becomes a client you receive 10% of the total fee they pay the first year and 2% each year the client is engaged for the next 5 years (for a total of 20%).
This guide will help you: