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.
Who makes a good fit?
Bookkeepers who want to preserve their clients bookkeeping
Tax professionals who want to preserve their clients tax work
Auditors that cannot provide advisory services
Financial advisers and other professional services
Did we mention you are rewarded? Here's how:
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%).
Who should you refer?
We find that clients who are good fit are:
Looking to outsource CFO or accounting services
Earning at least $1M in revenue
Need strategic cash flow management and dynamic forecasting
Tech savvy. As a distributed Virtual CFO firm we utilize the latest in software, instant messaging, and web based apps
Ready to scale
Become a Referral Service Partner
Fill out the form below and we will send you an email with further details
