Client Referrals

Do you know any successful CPAs that are ready to Work Smarter, Make More Money, and Take More Quality Time Off?

If you are a CCA student or graduate, you can earn $1000 referral fee if you send us the right candidate.

If you are a CCA student or graduate, you can earn $1000 referral fee
if you send us the right candidate.

We will be in touch with the referral as soon as possible. We are honored that you would take a moment to pass along your colleague’s information. You can rest assured that anyone you refer to us will receive the highest degree of professional courtesy possible.

Whether it’s sales or business, we always are appreciative of people that send us referrals and take extreme care of our clients and the referrals they share with us. About 98% of our business is referral-based. It is a core component of what we teach to our clients and client companies.

Thank you for taking the time to refer one of your colleagues to us.

*We define a successful CPA as one who has already achieved the milestone of $500,000 in gross annual sales.

Tell us about your colleague.

Referral's Name

Referral's Email Address

Referral's Cell Number

Referral's Office Address

With this information, we will respectfully reach out to your colleague with the highest degree of professional courtesy and offer our services. Rest assured, all information is held privately and will never be sold.

Please click which is appropriate for the referral.

Area of Improvement

Sales

Business

What might be this person or company's challenge(s)?

What do you believe might be this person or company's challenge(s)?

Tell us about yourself.

Your Name

Your Email Address

Your Cell Number

Have you worked with us before?

Yes

Is there anything else we can do for you?

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