Join the TruePoint Finance Referral Partner Network

Earn a One-Time Referral Fee Equal to One Month of Client Revenue

Do you work with growing business owners who have outgrown basic bookkeeping but aren’t ready to hire a full-time Controller or Finance Director?

TruePoint Finance is headquartered in Northern Virginia and serves growing businesses nationwide. We’re building a network of trusted referral partners across the United States who work with businesses that need stronger financial leadership, better reporting, improved cash flow visibility, budgeting, forecasting, and executive financial support.

We’re looking to build long-term relationships with professionals who already serve growing businesses, including:

• Certified Public Accountants (CPAs)
• Bookkeepers
• Commercial Bankers
• Business Attorneys
• Payroll Professionals
• Fractional CFOs
• Business Consultants
• Wealth Advisors
• Insurance Professionals
• Other trusted business advisors

Compensation

For every client you refer that becomes a TruePoint Finance client, you’ll receive a one-time referral fee equal to one month’s recurring revenue.

Examples

• Client signs a $3,000/month engagement → $3,000 referral fee
• Client signs a $4,500/month engagement → $4,500 referral fee
• Client signs a $6,500/month engagement → $6,500 referral fee

There is no limit to the number of referrals you can make. To be clear, you can earn significantly more than the $3000-6500 a month posted on this ad, but that is what one referral (that becomes a client) a month would pay.

Referral fees are paid after the client signs an engagement agreement and submits their first monthly payment.

An Ideal Referral

We’re typically looking for businesses that:

• Have outgrown basic bookkeeping
• Need stronger monthly financial reporting
• Want better budgeting and forecasting
• Need improved cash flow visibility
• Are growing, hiring, expanding, or preparing for financing
• Need controller-level financial leadership without the cost of hiring a full-time finance exe...