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Accountant Referral Network
Partner with CPAs and bookkeepers who serve self-employed clients - they see the pain point firsthand
Leads Generated
0
Conversions
0
Cost per Lead
—
ROI
—
Impact Level
high
Setup Difficulty
moderate
Monthly Cost
$200
Accountants working with self-employed clients constantly hear about insurance struggles during tax season. We'll create a referral program where CPAs earn commission for referring clients. Includes co-branded materials, tax season campaign kits, and integration with their client communication.
Create CPA referral program structure
Commission tiers, payment schedule, tracking
Build accountant partner portal
Dashboard, referral links, marketing materials
Compile CPA target list
Focus on those specializing in freelancers/small biz
Create tax season campaign kit
Ready-to-send client emails, social posts
Launch CPA outreach sequence
Email + direct mail to 500 target accountants