Referral partners
Know business owners? Refer them.
An independent referral program. You introduce established businesses that may qualify to license a copy of records they already own, whether that’s a CPA or accounting firm or a company in another industry with years of digital records, and the buyer’s program pays referral fees. It’s free for the business. Nothing to buy. No cost to join.
1. Sign up
Join through one of the programs below.
2. Share your link
The program gives you your own referral link to share with business owners you know.
3. The buyer reviews
The buyer reviews each business on its own. Not every business is accepted.
The rules
One level. Honest claims.
One level only
You earn on businesses you refer directly. There is no downline and no recruiting chain. This is not a pyramid.
No promises
Never promise a business a dollar amount or that it will be accepted. The buyer decides.
Be clear about who you are
Never claim to work for or speak for the buyer. You are an independent referrer.
Real words only
No made-up testimonials or results. Say only what you know to be true.
The programs
Choose a program.
Partner program A
Good for many small and mid-sized businesses and firms.
Partner program B
Best for larger companies with about 30 or more staff.
Programs are independent of Balance Sheet Data and set their own terms.
Questions first? Book a quick call with Dan.