Refer a Team, Earn 15%
Know a finance team buried in multi-entity reporting? Send them our way and we pay a 15% referral fee on their first year.
What you earn
A 15% referral fee on the referred customer's first year. On a typical Firm plan that is around $900, paid once they become an established paying customer. Prefer credit on your own account instead? We can do that too.
Who qualifies
Teams running books across several entities: family offices, holdcos, PE-backed groups, and fractional CFO firms managing many QuickBooks Online or Xero files. The better the fit, the more likely they stick.
How to refer
Email us the intro, or have them mention your name when they reach out. A quick introduction is all it takes. We handle the demo, onboarding, and the payout.
Questions first? Email info@geniussheets.us and we respond within 24 hours.