Referrals

Know a founder who needs help with cash flow? Get paid to refer them.

We’re helping small business owners cut unnecessary spend, build better cash habits, and reduce financial stress — and we’d love your help spreading the word.

Refer a founder to myPocketCFO and earn a reward equal to their first month’s fee ($99–$499).

The new customer automatically receives a credit for their second month.

How It Works

How the referral program works:

1. Make an intro

   Email us or forward our blurb to a founder who could use myPocketCFO.

2. They sign up

   When they subscribe to a paid plan, your referral is counted.

3. You get paid

   You’ll receive a reward equal to their first month’s subscription fee from $99-$499.

Blurb You Can Copy + Share

Subject: Intro: [Referral’s Company] <> myPocketCFO

cc: alice.zhang@mypocketcfo.com

Hey [Name],

Wanted to flag something in case it’s helpful.

I’ve been using myPocketCFO — they helped me identify some cash opportunities and improve the visibility into our finances. Their tool combines AI + human support, and it’s made a difference for us.

If you’re dealing with any cash stress, slow books, or trying to get your books cleaned up for fundraising, it’s worth a look.

You can check them out here: https://mypocketcfo.com

– [Your Name]

FAQ

Who can I refer?

Anyone running a small business — especially those who feel overwhelmed by cash flow, G&A, or messy books.

How do I make a referral?

Just share the blurb above or email us at alice.zhang@mypocketcfo.com. We’ll take it from there.

When do we get rewarded?

Once the referred customer signs up and pays for their first month, the referrer gets paid and the new customer automatically receives a credit for their second month.

How are rewards paid?

Referrers are paid via Bill.com. New customers will see the credit applied to their second invoice.

Learn More

See and share the referral program information sheet.