T.A.G. Business Funding

CPA Referral Program

Earn Revenue Helping Your Clients Access Capital They Actually Qualify For

Your small business clients need working capital. Banks say no. You know who has cash flow — and you know who should borrow. T.A.G. turns your industry knowledge into referral income.

Become a Partner → Calculate My Potential Income

2–5%

Referral fee on funded amount

$1,500+

Average per funded referral

24–48hr

Funding speed for qualified clients

CPA Partner Resources

Referral Guide Client Qualification Checklist FAQ Revenue Calculator Partner Toolkit

How the Referral Process Works

1

You Identify a Client

A client needs working capital — expansion, equipment, inventory, cash flow gap

2

You Make the Introduction

Email your client our funding page with your referral link or call us directly

3

We Handle Everything

Application, underwriting, document collection — you stay out of it. 24–48hr decision.

4

You Earn on Funding

We pay your referral fee within 5 business days of the advance funding

Which of Your Clients Are the Best Candidates?

✓ Strong Candidates

$15K–$250K+ monthly revenue
In business 1+ years
0–2 NSFs in recent statements
Restaurant, contractor, HVAC, roofing, retail, service businesses
Bank-declined but cash-flow positive
Needs capital for specific growth opportunity

✗ Poor Candidates

Under $8,000/month in deposits
5+ NSFs in any recent month
3+ existing MCA positions
Under 6 months in business
Chronic cash flow shortfall (structural, not temporary)
Already in collections or active lawsuits

→ Use our Client Qualification Checklist to screen clients before referring

Industries Your Clients May Be In

Compliance & Disclosure Framework for CPAs

We are a broker/ISO — we do not originate advances. All funding is provided by licensed funders.
We recommend CPAs disclose the referral relationship to clients as required by applicable state CPA board rules.
We provide clients with full advance terms, factor rates, and total cost disclosures before funding.
Our referral fees are paid on successfully funded transactions only — no fee for applications that don't fund.
We do not share client information beyond what is required for the funding transaction.

→ See the full CPA Compliance FAQ for detailed disclosure guidance

Ready to Start Earning Referral Income?

Register as an affiliate partner, get your unique referral link, and start referring within 10 minutes.

Register as a Partner → Calculate My Potential Income