Tier · Agency / Consultant
For accountants, marketing agencies, cleaning-business consultants, and website builders who refer multiple clients over time. You bring qualified customers and often help onboard them — we reward that with the longest recurring window in the program, or a negotiated bigger one-time bounty if a flat payment fits your billing model better.
Who fits this tier
Two ways to be paid
Get a monthly percentage on every referred account for 24 months. Goes up if they upgrade, down if they downgrade.
If your firm prefers one invoice instead of monthly recurring, we negotiate a bigger bounty per qualified deal. Typical: $500–$2,000 per customer depending on plan and onboarding.
Negotiated on application
Paid 60 days after the referred account starts paying. Recurring continues monthly for 24 months; one-time paid once.
Agency-specific questions
Direct conversation. Tell us about your roster, your typical client size, and how much hands-on onboarding you expect to provide. We propose a number, you accept or counter. We have done $500–$2,000 per qualified deal depending on plan and onboarding scope.
Yes — you can recommend, set up, and onboard CF Pro as part of your service. White-label or reseller-style is not in V1, but transparent bundling ("we recommend X for your accounting workflow") is encouraged. The customer must always be the named account holder.
You apply as a firm. Inside the firm you can split attribution however you want internally — we pay one address. If you would prefer per-consultant accounts, mention it on the application and we will discuss.
The 20% follows the actual monthly subscription. Upgrade → your monthly cut goes up automatically. Downgrade → down. Cancellation → recurring stops with the subscription, you keep what was already paid out.
Yes. The Partner Agreement is the legal baseline. For agencies with a larger expected volume, we are open to a short addendum covering exclusivity windows, co-marketing, and SLA — talk to us in your application.