Partner with Us!
We’re so glad you found our Partner page! At Balance CFO, we’re all about creating a future where small business owners can thrive. Whether you’re here to help others master their business finances or looking for ways to share valuable resources, we’re excited to build a meaningful partnership with you.
Is this You?
- Are you fired up about helping small business owners feel confident with their finances?
- Do you have a community of entrepreneurs eager to learn and grow their businesses?
- Are you interested in earning money by sharing resources with your community (things you’re probably recommending already)?
- Or, are you a financial professional looking to fill gaps in your offerings and better serve your clients?
If so, you’re in the right place!
Balance CFO Partner Program: How It Works
If you want to earn up to 40% commission by sharing our products and programs with your community, our Affiliate Program is for you. We’ll provide all the tools and support you need to make sharing easy, effective, and fun!
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Why Partner with Jamie Trull & Balance CFO?
Our mission is to empower small business owners, and we’re looking for partners who share that vision. Here’s what you can expect when you partner with us:
- Flexible Promotion Schedule: Our products are evergreen, which means you can promote them when it best suits your audience and schedule.
- Generous Commissions: Earn up to 40% commission on each sale, with various price points to suit different budgets and needs.
- Diverse Product Line: From financial literacy basics to advanced business tools, our resources meet a wide range of needs for small business owners.
- Support & Resources: We provide email and social media swipes, high-quality graphics, and an affiliate portal with advanced tracking to make promoting easy!
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Our Programs at a Glance
We offer a variety of products to meet the unique needs of small business owners and entrepreneurs. Here’s a quick look at what you’ll be sharing:
- S-Corp Toolbox: For business owners considering S-Corp tax status.
- Reasonable Compensation Study & Report: Perfect for S-Corp owners needing guidance on IRS-compliant salaries.
- Hiring Your Kids Toolkit: For parents who want to hire their children legally and save on taxes.
- Profit & Loss Template and Dashboard: A simple tool to track income and expenses.
- Deluxe Cash Flow Forecast Template:Â An easy-to-use template for tracking and planning cash flow, helping business owners avoid shortfalls and stay in control of their finances.
- Financial Fitness™ Basics: For small business owners needing foundational financial skills.
- Inventory Management Worksheet: For businesses with inventory tracking needs.
For a more detailed description, click here to visit our shop.
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Partner Perks: Earn Up to 40% Commission!
Our affiliate partners enjoy competitive commission rates across a variety of products, giving you the opportunity to earn up to 40% on each referral. From essential financial templates to in-depth toolkits, you’ll have a range of resources to share with your audience—all designed to help small business owners thrive.
Ready to start earning with us?
Apply Now to Become an Affiliate PartnerOpportunities for Financial Professionals
If you’re a financial professional, we have additional partnership opportunities beyond affiliate commissions:
- Bulk Packages for the Reasonable Compensation Study & Report: Tailored for financial pros who work with multiple clients. Email us at [email protected]Â to learn more.Â
- Power in Numbers Community: Join our waitlist to become a Financial Expert in our private community and connect directly with small business owners looking for guidance. Keep reading to learn more!
Opportunities for Financial Professionals: Join the Power in Numbers Movement
Are you a financial professional who’s passionate about helping small business owners thrive? Power in Numbers is more than just a membership program—it’s a movement dedicated to creating a world where small business owners, particularly women and marginalized communities, have the tools and confidence to build sustainable, successful businesses.
We’re looking for committed experts who share our vision of empowering entrepreneurs to take control of their finances, make informed decisions, and build lasting wealth. As a financial expert with Power in Numbers, you’ll have the opportunity to join our private community as a trusted resource for small business owners seeking support and guidance.
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Becoming a Power in Numbers Financial Expert provides a unique way to share your knowledge, fill gaps in your availability, and be part of a growing movement that’s committed to financial empowerment, equity, and impact.
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Power in Numbers Financial Expert Perks
- Serve Your Ideal Audience: Connect with small business owners who are eager to learn and grow. You’ll have the chance to make a lasting impact on entrepreneurs who are passionate about building sustainable businesses.
- Flexible Opportunities: Set your availability to offer 1:1 consultations on your preferred topics, with no need for marketing or outreach on your end. We’ll bring the audience to you!
- Sell Digital Products: Upload and sell your courses, templates, and digital tools directly to our community, creating an additional income stream without the hassle.
- Build Collective Success: Be part of a supportive network where financial empowerment and community come first, fostering a future where financial success uplifts everyone.
If you’re ready to support small business owners, amplify financial literacy, and contribute to a more equitable world, we invite you to join our waitlist below for the Power in Numbers Financial Expert Network, launching in early 2025!
Join the Waitlist to be an Expert on PiNAbout Jamie Trull?
Hi, I’m Jamie! I’m passionate about helping small business owners feel confident with their finances. After leaving the corporate world for a more balanced life, I founded Balance CFO to support and educate entrepreneurs who may feel overwhelmed by the numbers side of their businesses. I live just outside of Nashville with my family, and I’m so grateful for the opportunity to work with other business owners like you.
I’m excited to see what we can achieve together!
Leave Feedback on Our Partners and Vendors
We value your experience and aim to ensure high-quality support within our network. If you’ve worked with any of our financial pros, affiliate partners, or preferred vendors, we’d love to hear from you! Your feedback helps us monitor and continually improve our partnerships.
While we do not guarantee any services nor are we responsible for disputes or outcomes of services with our preferred vendor list, we do monitor feedback, both positive and negative, about our partners and vendors and adjust our recommendations as necessary. Your experience matters to us, so thank you in advance for sharing it!
Submit Feedback on a Vendor or Affiliate Partner