Want to know the financial health of your business?
It starts with the financial health of your accounting system
The Finance Agency
Make Money Without Doing Taxes
Our referral program for CPAs and tax firms for connecting service-based businesses with expert bookkeeping support.
When you refer someone who signs up and completes three months of our services, you'll receive a generous $250 referral bonus!
But that's not all! If you refer 10 clients who successfully complete three months of service within a calendar year, you'll receive an additional $2,500 bonus on top of your individual referral payments. That means you could earn up to $5,000 in referral bonuses alone!
TWO WAYS TO EARN:
Year-End Reconciliation
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Earn $250 instantly when your referral signs
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Perfect for clients needing catch-up bookkeeping
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We'll deliver tax-ready financials
Monthly Bookkeeping
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Earn $250 instantly when your referral signs
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Perfect for clients needing catch-up bookkeeping
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We'll deliver tax-ready financials
REFER
Refer a friend or business who needs bookkeeping services
SIGN
When a client signs a contract you will be eligible for the referral payment
RECEIVE
We will payout your Referral payment within 30 days
1 - Share this LINK so they can submit our in-take form. Make sure they enter your name under 'who referred?'.
2 - Send an email to concierge@thefinanceagencyllc.com making an introduction
WHO IS TFA?
Based in Arizona, our elite team brings corporate accounting expertise to small business bookkeeping.
As former corporate accountants, we go beyond basic Accounting Software certification – we understand the principles behind every number.
Before delivering your tax-ready financials, we meticulously review each P&L and Balance Sheet, ensuring every reconciliation is accurate and every transaction is understood.
Think of us as your client's financial quality control team to get the information to need for complete tax returns.
Start earning today while ensuring your clients have accurate, up-to-date financials when tax season arrives.
Book a call to meet Louise