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Quick Answer

Calculate your potential referral income as a bookkeeper. Enter your client count to see annual revenue projections from T.A.G.'s partner program.

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
A mechanic in a workshop goes through a printed document on a clipboard with a customer.
You are often the first person to see a client's real cash flow gap, before they have even decided what to do about it.

Bookkeeper Referral Income Calculator

40
20%
60%
$55,000
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 (illustrative only, not a performance claim): a 70% approval-rate scenario for qualified referrals. Illustration of how the math works, not a promised or historical outcome. Bookkeeper advantage: you can pre-screen using actual bank statement data. Higher pre-qualification quality typically results in above-average approval rates.

How the Referral Funnel Narrows (Default Example)

Referral funnel: 40 clients to 4 funded Bar chart showing how 40 business clients in a bookkeeping practice narrow to 8 who could benefit from working capital, 5 introductions, and 4 funded clients, using the calculator's default slider values. Business clients in your practice 40 Could benefit from working capital (20%) 8 Introductions made (60% of qualified) 5 Funded clients (est. 70% of introductions) 4

How Annual Income Is Calculated (Default Example)

Revenue math: advance times fee times funded clients Diagram showing a $55,000 average advance multiplied by a 3% referral fee equals $1,650 per deal, multiplied by 4 funded clients equals $6,600 estimated annual income. $55,000 avg. advance × 3% referral fee = $1,650 per funded deal $1,650 per funded deal × 4 funded clients = $6,600 est. annual income
A worker in a hi-vis vest filling in a form on a clipboard laid over drawings on a bench
A warm introduction from a bookkeeper who already knows the numbers moves faster than a cold application ever does.

Start Generating Referral Revenue

Register as a partner in 5 minutes. Your referral link tracks every funded advance.

Become a Partner → See How It Works

Turn Your Client List Into a Revenue Stream

Bookkeepers who refer clients to T.A.G. earn $500-$5,000 per funded deal.

Learn How It Works →

✓ No obligation  ✓ No fees  ✓ Get started in minutes