T.A.G.T.A.G. Business Funding

T.A.G. Partner Program

You See the Cash Flow Problem Before Anyone Else

You're in the books every month. You know which clients are struggling with cash flow before they do. The T.A.G. partner program turns that knowledge into proactive help — and referral revenue.

Register as a Partner → See How It Works
2–5%
Referral fee on funded advance
$1,500+
Average fee per deal
24–48hr
Approval decision
3–5 days
Time to funding

The Bookkeeper Advantage: You Know Before They Ask

Most referral partners wait for a client to mention a need. Bookkeepers don't have to wait — the signals are already in the numbers you review every month.

Cash Flow Signal
Client's average daily balance drops below 10 days of operating expenses — cash crunch arriving in 30–60 days.
Revenue Gap Signal
Deposits down 20%+ vs. same period last year, but expenses are flat or rising — margin compression requiring intervention.
Seasonal Signal
Client enters slow season without an off-season reserve — same pattern as last year when they were calling in a panic.
Growth Signal
Client's revenue growing 20%+/month but cash is tight — classic working capital constraint on a growing business.
Opportunity Signal
Client just landed a large contract but needs equipment or materials before the first payment arrives.
You don't need to wait for a client to ask about capital. You can proactively say: "I'm looking at your Q3 numbers and I want to flag something — your cash position is tighter than usual heading into your slow season. There's a resource worth knowing about."

How the Referral Process Works

1

Register as a Partner

Complete registration at /affiliate. Receive your unique referral link and partner agreement. Takes 5 minutes.

2

Spot the Signal in Your Monthly Review

Use the cash flow signals above — or the Client Qualification Checklist — to identify clients who would benefit from working capital.

3

Make the Introduction

Mention it in your regular client communication. Frame it as: "I'm seeing a pattern in your numbers that suggests now is a good time to look at a capital option." See the Toolkit for scripts.

4

We Handle Everything Else

T.A.G. manages the application, underwriting, and funding. You're not involved after the introduction. We don't ask your client about your fees or your practice.

5

Receive Your Referral Fee

2–5% of the funded advance, paid within 5 business days. Annual 1099 provided.

Why Bookkeeper Referrals Convert Well

Bookkeeper referrals have among the highest conversion rates of any referral type. Three reasons:

Bookkeepers who proactively bring capital options to clients during monthly reviews report that clients view this as part of their service value — not as a sales pitch. "My bookkeeper flagged this for me" is different from "I saw an ad online."
Bookkeeper Partner Resources
Revenue Calculator Referral Guide Client Checklist FAQ Toolkit

Register as a Bookkeeper Partner

Start identifying clients who need capital before they're in crisis. Register in 5 minutes.

Register as a Partner → Calculate Income Potential