MY CLEVER CPA – REFERRAL PROGRAM
Earn up to 10% for connecting great clients with a great CPA.
Why Refer to My Clever CPA?
We built My Clever CPA for one reason:
Business owners and high earners deserve proactive tax strategy — not once-a-year conversations.
If you know someone who needs stronger tax planning, better bookkeeping, or a CPA who actually communicates, we’d love the introduction. And when they become a client, we reward you.
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 the Referral Program Works
Introduce the Client
Start a group text, email, WhatsApp message, or submit their information through our referral form.
As long as we can verify you made the introduction, you’re in the chain.
We Handle the Onboarding
We contact the client, schedule a consultation, and determine whether we’re the right fit for their needs.
You Get Paid
Once the client signs and pays, you receive your referral fee — usually within 7–14 business days.
Payment options include ACH, Zelle, PayPal, or check.
Our Multi-Level Referral Chain
Fair, transparent, and non-stacking rewards.
Total Referral Pool:
10% of revenue collected
Referrals often happen through multiple people. We believe everyone who helps should be rewarded — fairly and transparently.
This 10% does not increase or stack.
Instead, it’s shared equally across everyone in the referral chain.
Examples
5% each
3.33% each
2% each
Who Makes a Great Referral?
Our ideal clients and your best earning potential.
- Small & mid-sized business owners
- LLC / S-Corp / C-Corp owners
- Entrepreneurs with multiple income streams
- Real estate investors (multi-state)
- High-income W-2 earners
- Individuals who feel underserved by their current CPA
- “I think I’m overpaying in taxes.”
- “My CPA never calls me back.”
- “I need real advice, not just tax filing.”
Why People Love Referring to Us
The benefits for your network and you.
Proactive Tax Planning
Proactive Tax Planning
Real results and savings for clients.
Strategic Advisory
Strategic Advisory
Bookkeeping & multi-state expertise.
Clean Communication
Clean Communication
Fast response times (we don’t disappear).
Clear Process
Clear Process
Professional onboarding & clear pricing.
Terms & Rules
Everything you need to know about payment and eligibility.
Payment Terms
Referral fees are paid only after client payments clear.
Payout timeline: 7–14 business days from clearance.
Supported Payouts: ACH, Zelle, PayPal, check.
Fees apply to services purchased within the first 12 months of the referral.
Referrals must be new clients, not already in our system.
Simple Rules
You must make a verifiable introduction to the client.
No referral fees for existing clients.
No misleading promises about tax results.
We reserve the right to decline clients who aren’t a fit.
Program terms may update, but we always honor earned fees.
Ready to Start Referring?
We’re here to help you build profitable, long-term relationships.
Questions?
We are happy to help.