We issue payments after your referral becomes a paying client. Initial referral payments are sent promptly, and quarterly bonuses are paid for ongoing referrals.

Get Rewarded for Helping Businesses Grow

Earn up to $500 for every referral you send to Sustain CFO

It’s simple. Connect us with a business owner who could use our expertise, and we take it from there. You’ll help them gain financial clarity, and you’ll earn generous rewards for making the introduction.

Here's How It Works

Refer a Friend

Fill out the quick form below with your contact’s info. Think of anyone struggling with cash flow, lacking a clear financial plan, or ready to scale but unsure how.

We’ll Follow Up in 24 Hours

Every referral gets a personal executive follow-up within one business day and is offered a free 30-minute CFO discovery session. No pressure, just insights.

You Get Paid

Earn up to $500 for your first referral or project-based work.

Keep the referrals coming and get ongoing quarterly payments for 2+ referrals per year.

Plus: You’ll have peace of mind knowing your contacts are getting best-in-class financial strategy & systems from a trusted partner.

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Satisfaction Guarantee

Why Refer Sustain CFO?

We specialize in helping business owners:

FAQ

Frequently Answered Questions

How do I track my referral status?

Once you submit a referral, we’ll send you a confirmation email. You’ll also get updates when your referral books their discovery session and when they become a Sustain CFO client.

When do I get Paid?

How can I help make sure my referral is successful?

Is there a limit to how many people I can refer?