Say Yes To Profits® CFO Referral Program

Receive a $1,000 gift or invoice credit for each successful referral

Thank you for sharing the word about Say Yes To Profits®. Please fill out the form below and include you and your referee's information.

Enter The Information Below & We Will Take It From Here

First Name *

Last Name

Email *

Referee First and Last Name *

Referee Email *

Referee Phone Number *

Say Yes To Profits® Referral Program Terms

We’re excited to reward our clients for spreading the word! Here’s what you need to know about the Say Yes To Profits® Referral Program:

1. Who Can Refer?

Active clients of Say Yes To Profits® who are enrolled in any ongoing CFO services.

2. Who Can Be Referred?

Service-based CEOs (e.g., consultants, real estate professionals, healthcare providers, etc.) who are not our currently clients and have never previously worked with Say Yes To Profits®.

3. How Do You Get Rewarded?

You’ll receive either a $1,000 cash payment or an invoice credit for each successful referral. A successful referral means the referred CEO signs a Virtual CFO contract and remains an active client for at least the first 60 days.

4. When Do You Receive the Cash Payment or Credit?

Cash payment is sent, or an invoice credit is applied 2 months (60 days) after the referred client has been working with Say Yes To Profits.

5. Time Limit on Referrals

Referrals must sign up within 6 months of submission through the referral form. After 6 months, the referral expires.

6. Program Changes

Say Yes To Profits® may update or discontinue the referral program at any time. Continued participation implies acceptance of the latest terms.

7. Questions?

Email us at [email protected].