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

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

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