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Concierge CFO · Referral rewards
Good connections.
Great rewards.
Know someone who could use less tax stress and a clearer financial plan? Introduce them to Concierge CFO and earn a reward when they become a new accounting client.
Refer a clientIndividual accounting client
Connect a friend or family member with personalized accounting and proactive tax planning.
Business accounting client
Help a business owner gain clearer books, stronger cash-flow insight, and year-round guidance.
Good people. A simple introduction.
Share the right connection
Ask their permission, then send their name and contact details using the form below.
We take it from here
Our team will reach out, understand their needs, and help them choose the right accounting support.
Choose Zelle or a check
When your referral becomes a new client, we confirm your reward and payment details with you.
A thank-you for a new client: $300 for a new individual accounting client or $600 for a new business accounting client. Submitting an introduction does not itself earn a reward. Our team confirms client status, eligibility, and payment timing before issuing payment. Questions? hello@conciergecfo.com · 727-620-4030
Make an introduction
Tell us who you are referring and how you would like to receive your reward. Please submit one prospective client per form.
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