Partner With CFO by Design
You Know the Owners.
We Know the Numbers.
If your work already puts you in front of business owners doing $1M to $5M, you are sitting on introductions worth making. Send them our way, we handle everything from there, and you earn on the work that closes.
Who is this for
Built for People Who Already Have the Relationships
Bookkeepers and accountants whose clients keep asking questions that sit above the books.
Business brokers, lenders, and insurance advisors who see the financials before anyone else does.
Consultants and coaches whose clients hit a wall that is really a money problem.
Anyone who talks to owners all day and keeps hearing the same thing: I don't actually know my numbers.
You do not need a finance background. You need to know who needs help.
what partners actually do
You Make the Introduction. We Do the Rest.
Share your link. Every partner gets a personal referral link to share however you already communicate with people.
We take it from there. Consultation, execution, and service delivery are handled by our team. You are never asked to sell, quote, or manage a client engagement.
You earn on what closes. Commissions are paid on successful client work, tracked in real time from your Back Office dashboard.
A Curated Partner Network
Access to nearly 100 established, vetted partner services across finance, operations, and growth. That means an entire portfolio of solutions your referrals may need, not a single product.
A real dashboard
Your Back Office tracks every referral and every dollar in real time.
Training and tools
Product training and partner resources so you can speak & introduce to what we do without becoming an expert in it.
No prior consulting experience required
If you know business owners, you are already qualified.
CFO by Design works with independent referral partners
who introduce business owners to our services.
Partners share a unique referral link. Business owners who click it come to this site and decide for themselves whether to request a consultation or start a free Business Health Check.
We do not accept contact lists from partners. We do not contact anyone who has not reached out to us directly. And we never share client contact information or messaging opt-in data with partners, vendors, or any third party.
Partners do not send text messages on behalf of CFO by Design or Genesis Financial Associates Inc.
Ready to learn more about partnering with us?
Better business, higher revenue, more conversions.
CFO By Design is your integrated money partner, CFO clarity, funding, & access a team & systems to growth.
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