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Revenue Sharing & Affiliate Programs

For CPAs and Finance Professionals

As a financial professional that has a client or customer base, the MaxPoint Finance Affiliate Programs give you the ability to offer your client a more sophisticated product offering that will give them one clear path to grow their business. 

Types of Programs

Revenue Sharing Program
for CFO Advisory
Become a MaxPoint Revenue Share Program member for our virtual CFO Advisory solution and receive a 1-year recurring 20% revenue share for your clients that you refer to MaxPoint Advisors. The Revenue Share Program is for financial professionals like you to offer a sophisticated and strategic solution for your business clients.
The Revenue Share Program is perfect for:

  • Accountants (CPAs and Non-CPAs)

  • Bookkeepers

  • Commercial Insurance Brokers

  • Financial Advisors

  • Tax Preparers & Enrolled Agents

  • Venture Capital Firms

  • Business Loan & Funding Brokers

  • Business Bankers

  • Attorneys & Law Firms

  • United States Tax Court Practitioners

  • Business Advisors

Finance Affiliate Program for The Mini-CFO Subscription
Become a Finance Affiliate Program member for our Mini-CFO subscription and receive a recurring 15% - 25% commission for your clients that purchase our Mini-CFO Small Business Coach Subscription. The Finance Affiliate Program is for financial professionals like you to increase your product offerings and ultimately expand your revenue!
The Finance Affiliate Program is perfect for:

  • Accountants (CPAs and Non-CPAs)

  • Bookkeepers

  • Commercial Insurance Brokers

  • Wealth Advisors & Financial Advisors

  • Tax Preparers & Enrolled Agents

  • Credit Repair Specialists

  • Business Loan Brokers

  • Small Business Bankers

  • Attorneys & Law Firms

  • United States Tax Court Practitioners

  • Business Consultants & Start-up Incubators

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