CPA Referral Program

How Much Can You Earn Referring Clients?

Enter your client volume below to see your annual referral income potential.

CPA Partner Resources

← Hub Referral Guide Client Checklist FAQ Toolkit

Your Referral Income Calculator

Small business clients in your practice 100

% who could benefit from working capital 15%

% you feel comfortable referring 60%

Average advance amount per funded client $60,000

Referral fee rate 3%

Your Annual Income Projection

Clients who could benefit15

Referrals you'd make9

Funded clients (est. 70% approval)6

Revenue per funded client$1,800

Estimated annual referral income$10,800

Assumptions used: 70% approval rate for referred clients (T.A.G. historical average for qualified referrals). Referral fees are paid within 5 business days of funding. Actual results vary based on client qualification, revenue levels, and business conditions.

Ready to Start Earning?

Become a Partner → How the Referral Process Works

Add a Revenue Line to Your Practice

CPAs who refer clients typically earn $500–$5,000 per funded advance.

Set Up Your Referral Partnership →

✓ No obligation ✓ No fees ✓ Get started in minutes