Bookkeeper Referral Program

How Much Can You Earn Referring Clients?

Enter your client volume and see your annual referral income potential.

Bookkeeper Partner Resources

← Hub Referral Guide Client Checklist FAQ Toolkit

Bookkeeper Referral Income Calculator

Business clients in your practice 40

% who would benefit from working capital 20%

% you'd proactively introduce to T.A.G. 60%

Average advance per funded client $55,000

Referral fee rate 3%

Annual Income Projection

Clients who could benefit8

Introductions you'd make5

Funded clients (est. 70%)4

Revenue per funded client$1,650

Estimated annual referral income$6,600

Assumptions: 70% approval rate for qualified referrals. Bookkeeper advantage: you can pre-screen using actual bank statement data. Higher pre-qualification quality typically results in above-average approval rates.

Start Generating Referral Revenue

Become a Partner → See How It Works