Partner program

Give your clients profit clarity. Get paid every month.

For bookkeepers, accountants, fractional CFOs and business coaches who are tired of explaining the same cash-flow problem twice a year.

What you get

Recurring commission

20% of every subscription you refer, for as long as the client stays with us. No caps, no clawbacks after 60 days.

A system you can stand behind

PRM gives your clients daily profit clarity — the thing they keep asking you for between quarterly reviews.

Done-for-you materials

Welcome pack, one-page PRM summary, referral email templates and a 5-minute explainer video.

Your own referral link

One link, full tracking. See every signup, trial and payout in your partner dashboard.

Commission model

Referral partner
20%

Send the link. We handle onboarding, support and billing.

Advisory partner
25%

You run the first PRM session, we support you behind the scenes.

Practice partner
30%

10+ active clients. Co-branded reporting and a dedicated manager.

Recurring monthly commission on every active subscription, tracked automatically on your referral link.

How it works

01

Apply

Two minutes. Tell us who you work with and how you'd introduce PRM.

02

Get your welcome pack

Referral link, PRM one-pager, email templates and the how-it-works video.

03

Introduce us

Share the link, or bring us into a call. Your client gets a 14-day trial.

04

Get paid monthly

Commission is calculated on the 1st and paid out the same week.

Apply to the program

We review every application personally and reply within two business days with your welcome pack and referral link.