CPA Referral Partner Program

Your Clients Trust You.
Give Them an Answer.

When your clients ask how to fix their operations, Holy Automation is the answer you refer them to. You earn commission. They get superpowers. Everyone wins.

Become a Referral Partner →

Three Steps. Zero Selling.

You make the introduction. We handle everything else.

1

Introduce

Send a warm intro email, CC us on a message, or just give us a name. That's the full extent of your involvement.

2

We Audit

We run a free 30-minute operational review with your client. No pressure, no obligation. We find where they're losing time and money.

3

You Earn

When they sign, you earn 15% of the setup fee upfront plus 10% of their monthly retainer for 12 months. Paid quarterly.

Commission Calculator

Enter a setup fee and monthly retainer to see what you'd earn from a single referral.

$1,125 Upfront commission
(15% of setup)
$150/mo Monthly for 12 months
(10% of retainer)
$2,925 Total first-year
earnings per referral

What We Build for Your Clients

Three layers of operational infrastructure that make their business run smarter — and make your job easier.

⚙️
Layer 1

Operations

The foundation. Systems that keep the business running without the owner holding it together manually.

  • Bookkeeping workflows
  • Scheduling systems
  • Phone handling
  • Document management
  • Automated follow-ups
📊
Layer 2

Intelligence

Once operations are clean, the data becomes useful. Your clients start seeing their business clearly.

  • Financial visibility
  • Pipeline tracking
  • Pattern recognition
  • Client health scoring
  • Real-time dashboards
🧭
Layer 3

Strategy

With clean data and smooth operations, real decisions become possible. This is where businesses start scaling.

  • Growth planning
  • Capacity analysis
  • Team direction
  • Decision support
  • AI-assisted forecasting

You Don't Have to Sell Anything

This is a referral partnership, not a sales job. Here's what stays off your plate.

🤝

No Selling

Just introduce. We take the conversation, proposal, and close from there.

💬

No Explaining

You don't need to understand or describe our services. We handle that entirely.

📋

No Project Management

We own the delivery from start to finish. You're never in the middle.

🛡️

No Risk

If they don't sign, nothing changes. No awkward follow-ups, no pressure on your relationship.

Become a Referral Partner

Fill out the form and we'll set up a quick 15-minute call to walk through the program, understand your client base, and get you a simple intro template you can start using right away.

15% on every setup fee
10% on monthly retainers for 12 months
Average referral value: $2,000—$3,000+ in year one
No cap on referrals or commissions
Quarterly commission reports
Or Book a 15-Min Call Directly →

Tell Us About Your Practice