Skip to content

Evolved Finance Referral Program

Earn Up to $2,000 for Every Client You Refer

Know a business owner who deserves more from their accounting team?

Too many entrepreneurs are working with firms that file their taxes, close their books, and disappear until the next deadline.

At Evolved Finance, we give them something different: a proactive accounting team that helps them maximize tax savings, understand their profitability, and make better financial decisions all throughout the year.

Schedule a call to learn more
graphic of a group of people holding up a large heart

How We Support Our Clients

Tax Planning

Creates opportunities to save, prepare, and make smarter tax decisions.

For business owners who are tired of reacting to taxes after the year is already over. We help clients find opportunities to save, prepare for what they’ll owe, and make tax-smart decisions while there is still time to act.

Tax Preparation

Makes tax season feel organized, accurate, and far less stressful.

For business owners who want to feel confident that their taxes are being handled carefully and correctly. We prepare business and personal returns through an organized process that helps tax season feel far less stressful and uncertain.

Bookkeeping

Provides a clearer picture of profitability, spending, and overall financial health.

For business owners who want a clearer picture of how their business is actually doing. We keep the books accurate and up to date while also helping clients better understand their profitability, spending, and overall financial health.

Why Evolved Finance?

For the past 16 years, referrals have been a big part of how Evolved Finance has grown. We know that when you recommend us, you’re trusting our team with someone you genuinely want to help, and we want you to feel confident about what happens after you make that introduction.

 

Here's what you can expect from us: 

A Thoughtful Discovery Process

We take the time to get to know each prospective client, learn how their business operates, and review their current bookkeeping and tax situation so we can fully understand what they need.

Honest Recommendations

From there, we clearly explain which services we recommend and why. We’ll also be upfront if we don’t believe Evolved Finance is the right fit for what they need.

A Team That Stays Involved

For clients who move forward, the experience goes beyond filing taxes or closing the books. Our team stays involved throughout the year to help them plan ahead, understand their numbers, and make better financial decisions.

Who We Work Best With

Our clients come from many different industries, but they tend to be at a similar point in their business. They’re growing, their financial needs are becoming more complex, and they want an accounting team that can do more than simply keep up.

 

We regularly work with

  • Coaches and Consultants
  • Professional Service Firms
  • Course Creators
  • Health and Wellness Service Providers
  • Marketing and Creative Agencies
  • Membership Site Owners
  • Content Creators and Influencers
  • Authors and Speakers
  • Freelancers
  • Self-funded SAAS companies

We may not be the right fit for: Inventory-heavy businesses, manufacturers, companies with outside investors, businesses that require full accrual accounting, or a highly customized accounting setup.

Our Ideal Clients

  • Run a U.S.-based, self-funded business
  • Generate $250,000+ in annual revenue
  • Want help with tax planning, tax preparation, bookkeeping, or a combination of these services
  • Are looking for clearer financial information and more proactive support
  • Value clear communication and an accounting team that stays involved throughout the year

How to Make a Referral

Referring someone to Evolved Finance is simple. There are no affiliate codes or special links to keep track of. Here are a few easy ways to connect someone with our team:

  • Introduce Us by Email

    Send a quick introduction to whitney@evolvedfinance.com and include the business owner you’d like us to connect with. We’ll take it from there.

  • Send Them to Our Website

    Your referral can schedule a call directly through our website. As part of the booking process, they’ll complete a short questionnaire and can include your name so we know you sent them our way.

  • Bring Financial Education to Your Audience

    We believe every business owner deserves to understand their numbers and feel confident making financial decisions. Parker Stevenson, our CEO, is available for podcasts, workshops, webinars, and speaking opportunities where he can share practical guidance your audience can actually use. Email whitney@evolvedfinance.com if you’d like to learn more.

What You Earn

Your referral payment is based on the services the new client signs up for. Because tax planning is our most comprehensive service, referrals that include tax planning receive the highest payment.

Bookkeeping + Tax Planning

$2,000

Flat referral bonus

Bookkeeping + Tax Preparation

$850 - $2,000

Your referral’s first month of bookkeeping + $500

Bookkeeping Only

$350 - $1,550

Your referral’s first month of bookkeeping

Referral payments are sent once the new client has completed onboarding and their services have begun. Because every onboarding timeline is different, payment timing may vary.

Thank You for Thinking of Us!

Referrals have played such an important role in Evolved Finance’s story, and we’re incredibly grateful each time someone chooses to share our team with a business owner they know.

Thank you for considering us when someone in your network needs more from their accounting team. We’d love the opportunity to meet them and learn more about how we may be able to help.