Commission-Only Referral Partner – US Accounting & Tax Clients (15% Recurring) - Only US/EU Based Freelancers
Budget / Salary$30–250
TypeFreelance project
LocationRemote
Posted2 hours ago
We are an established US accounting and tax firm (Florida LLC, led by an IRS Enrolled Agent). We are looking for commission-based agents and referral partners who can introduce US businesses and non-profit organisations needing accounting, bookkeeping or tax support.
**SERVICES YOU WILL INTRODUCE**
- Monthly bookkeeping and accounting (QuickBooks Online, Xero).
- Business tax returns (1120, 1120-S, 1065) and individual returns (1040).
- Foreign-owned US LLC compliance (Form 5472 + pro forma 1120).
- Non-profit and NGO accounting, bookkeeping, annual tax and information return preparation, fund and grant accounting, and financial reporting.
- Payroll, sales tax, and catch-up/clean-up bookkeeping.
- Financial reporting and advisory (fractional CFO).
**IDEAL CLIENTS**
US small businesses, e-commerce and Amazon sellers, start-ups, real estate investors, non-profit organisations and NGOs, and non-US owners of US LLCs.
**WHO WE ARE LOOKING FOR**
- People with existing relationships with US business owners or non-profit decision-makers.
- Experienced B2B appointment setters for professional services.
- Candidates currently active in sales or referrals and available for new commission-only opportunities.
- Fluent English. US-based preferred; international agents with US client networks are welcome.
**WHAT YOU DO**
- Introduce business owners or non-profit decision-makers who need our services, or book a free 20-minute discovery call with us.
- With the prospect’s permission, send us their name, business or organisation, and service needs here on Freelancer before the call so the referral is recorded under your name.
- We handle pricing, proposals, onboarding and all service delivery.
- Please do not quote prices, give tax advice or collect client documents.
**HOW YOU GET PAID**
- 15% of the fees we actually collect from each client you introduce, for the client’s first 12 months.
- The same 15% applies to one-time jobs, such as a tax return or clean-up project.
- Paid monthly through Freelancer.com milestones, within 15 days after the client’s payment clears.
- No upfront fee, retainer or salary. This is 100% performance-based.
Example: A client paying $500/month for bookkeeping earns you $75/month, or $900 if they pay for all 12 months.
**KEY TERMS**
- A referral counts if the client is new to us—not an existing client or in discussions with us during the previous six months—and signs within 90 days of your introduction.
- Commission applies to our professional fees only, excluding government fees, software costs, sales tax, refunds and unpaid invoices.
- You receive a monthly statement showing each referred client, the amount collected and your commission.
- This is a non-exclusive, independent contractor arrangement. Either side can end it with 30 days’ notice; commissions on clients you already introduced continue until their first 12 months end.
- We tell clients in writing that we pay a referral fee.
**TO APPLY, PLEASE ANSWER IN YOUR BID**
1. Which US business owners or non-profit decision-makers can you reach now, and how? Include industries, states and approximate numbers.
2. Have you referred accounting, tax or financial-services clients before? What were the results?
3. Where are you based, and how many hours per week can you commit?
4. How would you introduce our firm to your first three prospects?
5. What sales or referral work are you currently doing, and are you comfortable with commission-only compensation?
**SERVICES YOU WILL INTRODUCE**
- Monthly bookkeeping and accounting (QuickBooks Online, Xero).
- Business tax returns (1120, 1120-S, 1065) and individual returns (1040).
- Foreign-owned US LLC compliance (Form 5472 + pro forma 1120).
- Non-profit and NGO accounting, bookkeeping, annual tax and information return preparation, fund and grant accounting, and financial reporting.
- Payroll, sales tax, and catch-up/clean-up bookkeeping.
- Financial reporting and advisory (fractional CFO).
**IDEAL CLIENTS**
US small businesses, e-commerce and Amazon sellers, start-ups, real estate investors, non-profit organisations and NGOs, and non-US owners of US LLCs.
**WHO WE ARE LOOKING FOR**
- People with existing relationships with US business owners or non-profit decision-makers.
- Experienced B2B appointment setters for professional services.
- Candidates currently active in sales or referrals and available for new commission-only opportunities.
- Fluent English. US-based preferred; international agents with US client networks are welcome.
**WHAT YOU DO**
- Introduce business owners or non-profit decision-makers who need our services, or book a free 20-minute discovery call with us.
- With the prospect’s permission, send us their name, business or organisation, and service needs here on Freelancer before the call so the referral is recorded under your name.
- We handle pricing, proposals, onboarding and all service delivery.
- Please do not quote prices, give tax advice or collect client documents.
**HOW YOU GET PAID**
- 15% of the fees we actually collect from each client you introduce, for the client’s first 12 months.
- The same 15% applies to one-time jobs, such as a tax return or clean-up project.
- Paid monthly through Freelancer.com milestones, within 15 days after the client’s payment clears.
- No upfront fee, retainer or salary. This is 100% performance-based.
Example: A client paying $500/month for bookkeeping earns you $75/month, or $900 if they pay for all 12 months.
**KEY TERMS**
- A referral counts if the client is new to us—not an existing client or in discussions with us during the previous six months—and signs within 90 days of your introduction.
- Commission applies to our professional fees only, excluding government fees, software costs, sales tax, refunds and unpaid invoices.
- You receive a monthly statement showing each referred client, the amount collected and your commission.
- This is a non-exclusive, independent contractor arrangement. Either side can end it with 30 days’ notice; commissions on clients you already introduced continue until their first 12 months end.
- We tell clients in writing that we pay a referral fee.
**TO APPLY, PLEASE ANSWER IN YOUR BID**
1. Which US business owners or non-profit decision-makers can you reach now, and how? Include industries, states and approximate numbers.
2. Have you referred accounting, tax or financial-services clients before? What were the results?
3. Where are you based, and how many hours per week can you commit?
4. How would you introduce our firm to your first three prospects?
5. What sales or referral work are you currently doing, and are you comfortable with commission-only compensation?
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