Referral Partners
Know a business drowning in tabs? Get paid to send them our way.
Built for bookkeepers, CPAs, and fractional CFOs who already sit next to the messy operational data every month. You already know which clients need this; this is how you get credit and compensation for the introduction.
Download the one-pager (PDF)20% recurring referral commission
Qualified partners earn 20% of collected revenue from referred clients—including initial build and ongoing dashboard services—for the life of the active client relationship.
20% of collected revenue
Commission applies to initial dashboard-build fees and ongoing dashboard access, data refresh, and support while the referred client and partner relationship remain active and in good standing.
Ongoing partner value
Your commission continues while the referred client remains active. Final commission terms, payment timing, exclusions, and reseller arrangements are confirmed in the partner agreement.
How it works
Introduce us
Send a quick email intro or share our contact link with your client.
We take it from there
Discovery call, scoping, and proposal; you don't have to sell anything.
Client signs, we build
Your credit is locked in for 90 days from the introduction.
You get paid
After Headwaters collects the client payment, under the terms of the partner agreement: your choice of Stripe, Zelle, check, or ACH.
The fine print
- Referral window: 90 days from the introduction.
- Payout timing: within 15 days of Headwaters collecting the client's payment.
- Payment method: your choice of Stripe, Zelle, check, or ACH.
- Paperwork: a simple one-page referral agreement, no fancy legal.
- Tax note: referral fees are taxable income to you; if you earn $600+ in a calendar year, you'll receive a 1099-NEC in January.
Ready to send us your first referral? Reach out and we'll get the agreement set up.
Become a referral partner