Turn Client Referrals
Into Recurring Revenue
Help your business clients with modern payment processing and POS solutions while creating an additional recurring revenue stream for your firm.
What We Actually Provide Your Clients
When you introduce a business client, they receive commercial-grade point of sale systems, wholesale payment processing, and white-glove setup.
Full Countertop POSComplete POS System
Flagship point of sale for high-volume retail, restaurants, and medical practices. Dual high-resolution screens for staff and customer-facing interactions.
- Integrated cash drawer & high-speed printer
- Real-time cloud sales & inventory tracking
- Dual pricing & cash discount compatible
Mobile & CurbsideClover Flex Handheld
All-in-one wireless handheld terminal with built-in barcode scanner, touch screen, receipt printer, and 4G LTE/Wi-Fi connectivity.
- Pay-at-the-table, delivery, or field service
- Contactless tap, chip EMV, and Apple Pay
Compact StandaloneDejavoo P1 Terminal
Ultra-reliable, high-security standalone payment terminal perfect for professional offices, salons, contractors, and retail counters.
- Simple plug-and-play Ethernet, Wi-Fi, or cellular
- Automated dual pricing / cash discount calculation
Merchant Services Supported Through Our Sponsoring Banks
We partner with trusted, industry-leading banks to power our merchant services.
30 Years of Payment Processing Experience
Helping businesses navigate payments, equipment and merchant services.
STRONG BANKING PARTNERS. A STRONGER FUTURE FOR LOCAL BUSINESS.
Businesses We’re Proud to Serve
Local businesses across restaurants, automotive, home services and more.
A Partnership That Benefits Both Sides
Your business clients receive superior technology and lower processing overhead. Your accounting firm unlocks high-margin, recurring revenue with zero fulfillment burden.
Merchant / Client Benefits
What your referred business receives
Reduce or eliminate processing costs with dual pricing
Modern POS and payment equipment options
Professional installation and setup
Ongoing merchant support
Partner Firm Benefits
What your accounting firm gains
$200–$500 upfront per activated client
Monthly residual income
No payment processing expertise required
You make the introduction — we handle everything else
How The Partner Program Works
"You make the introduction. We handle everything else."
Refer Your Client
Introduce a business client that will benefit from our payment processing or POS solutions.
We Review Their Needs
We speak with the client, review their current setup and recommend the right solution.
We Handle Everything
Our team handles the application, equipment, installation, training and ongoing support.
You Get Paid
Once the client is activated, you earn $200–$500 upfront plus monthly residuals.
What One Client Referral Could Look Like
Here’s a simple example of what one activated client could generate.
Here is a representative example showing how an introduction benefits your merchant client while producing upfront and recurring residual income for your firm.
One Activated Client
Based on one client
Example for illustration only. This example qualifies for the $500 upfront bonus based on enrollment in the Dual Pricing Program and monthly processing volume of at least $25,000.
What is the Dual Pricing Program?
A simple way for your clients to reduce their credit card processing costs.
by adding a small fee to the customer ticket.
More and more businesses are turning to Dual Pricing to control rising fees.
It’s quickly becoming a standard option for businesses across America.
Patented program designed to meet Visa and Mastercard requirements.
We handle the equipment, setup, installation and ongoing support.
Stronger clients.
More opportunities for you.
Track Every Referral in Your Dedicated Partner Portal
See your referrals, track their progress, monitor commissions and view monthly residuals—all in one place.
You'll always know where your referrals stand and what you've earned.
Active Client Referral Pipeline
Updated today at 9:30 AM EST| Client / Merchant | Est. Card Volume | Hardware & Solution | Onboarding Status | Upfront Earned | Monthly Residual |
|---|---|---|---|---|---|
Oak & Iron Bistro David Miller • REF-1082 | $64,000/mo | Clover Station Duo (Dual Pricing) | Activated | $500 | $94.20/mo |
Harbor Light Dental Group Dr. Elena Rostova • REF-1089 | $48,000/mo | Dejavoo QD4 Terminals + Virtual Gateway | Activated | $350 | $72.50/mo |
Summit Auto Repair Marcus Vance • REF-1094 | $32,000/mo | Clover Flex Handheld + Cash Discount | Installing Hardware | Pending ($300) | Est. $51.00/mo |
Greenleaf Organic Market Sarah Jenkins • REF-1098 | $82,000/mo | Dual Lane Clover Station + Scales | Underwriting Approved | Pending ($500) | Est. $118.00/mo |
Client Referrals
Estimate Your Firm's Partner Revenue
See what introducing your clients to our payment processing and POS solutions could generate in upfront bonuses and monthly residuals.
Businesses that save with terminals and merchant processing.
Typical monthly processing volume per business.
Combined upfront bonuses + monthly residuals
*Disclaimer: All figures above are illustrative estimates for modeling purposes. Actual upfront compensation and monthly residual splits depend on activated client equipment, rate structures, transaction volumes, and interchange categories. Compensation is associated with activated merchant clients.
Built Specifically for Accountants & Bookkeepers
You already advise your clients on cash flow, tax strategy, and profitability. Payment processing is one of their largest recurring operating expenses—now you can help them optimize it with zero sales hassle.
"You do NOT have to become a payment-processing salesperson."
You already have the client relationship and trust. Make the introduction to our specialist team. We deliver the solution, protect your client's interests, and ensure your firm is compensated reliably.
Make the Introduction
Simply introduce your client. We take it from there.
Stay the Trusted Advisor
Bring your clients another way to potentially reduce business expenses without adding another service for your firm to manage.
Create an Additional Revenue Stream
Turn client introductions into upfront bonuses and ongoing monthly residuals.
Frequently Asked Questions
Clear, transparent answers about our partner program, compensation structure, and client support.
Ready to Become a Partner?
Help your business clients access superior payment-processing and modern POS solutions while creating a predictable, recurring revenue stream for your firm.