MY CLEVER CPA
Clever beyond Tax and Accounting — Solutions that Drive Success
Clever Connections Program
When great clients refer great businesses, everyone wins. Invite a friend or partner to experience My Clever CPA and you'll both receive exclusive rewards. Our referral program is designed to reward loyal clients and build our Clever community.
Referral Submitted Successfully!
That's it! Your referral is now in our hands. We will contact them directly to discuss how we can help their business thrive. We appreciate your support.
How It Works
Refer
Share your personal link or send an email introduction to referrals@myclevercpa.com. One minute — done. ✓
Engage
We schedule a consultation and scope needs. If there’s a fit, we proceed to engagement.
Reward
After onboarding or first filing, rewards are issued to both you and your referral.
Rewards
Direct Referral
Applies to the first 12 months of billed services. Automatically credited quarterly.
Indirect Referral
Divided among all referring parties. Tier-2 reward structure for secondary referrals.
Insight. Action. Impact.
Our referral program reflects our commitment to relationships built on trust, performance, and shared success. We ensure each referral is tracked, acknowledged, and rewarded transparently.
Plan. Perform. Prosper.
Through structured reward tiers, we align your success with ours. Every referral expands a network of Clever clients who value precision, insight, and long-term partnership.