Turn Introductions into Incentives

Know a business struggling with cash flow, reporting, or financial clarity?

Refer them to AdaptCFO for expert bookkeeping, controller, and CFO services. Backed by deep industry experience, we deliver tailored financial leadership—while you earn incentives for every successful referral.

Make a simple introduction—we’ll handle the rest, professionally and thoughtfully.

Get Started Today

How It Works

Referring someone doesn't need to be complicated - it's as simple as an introduction.

Submit Your Referral

Fill out the form, and our team will reach out to learn more about your referral.

We assess their needs

We connect with your referral to understand their needs and determine the right support—bookkeeping, controller, or CFO services.

We recommend a solution

We recommend the right level of financial support based on their goals and stage.

You stay informed and rewarded

We keep you updated throughout the process and make sure you receive your referral incentive.

Why Partner with AdaptCFO?

Real impact for growing businesses—not just reports, but results.

$3B

In Revenue

We’ve worked with high-growth companies like PrizePicks, supporting their financial operations as they scaled to billions in revenue and multi-billion valuation.

75%

Year over year revenue growth

We helped Futurus grow ARR from $950K to $1.7M. We provide monthly reporting while leveraging dynamic technology so that Annie and her team know exactly where Futurus stands financially.

$50,000

Monthly Burn Saved / Month

By bringing clarity to complex financials, we’ve helped businesses identify inefficiencies and significantly reduce unnecessary spend—month after month.

OUR RESULTS

“Working with AdaptCFO, we’ve seen revenue improve by almost 7000% and working capital by over 900% in less than two years. Even during the peak of the pandemic when our main source of revenue [sports] was shut down, Eric and his team helped our business survive, allowing us to stay in business, keep our vendors happy, and rehire our employees."

– Adam Wexler, CEO and Founder of PrizePicks

Frequently Asked Questions

Who is this for?

This is for founders, operators, investors, and advisors who know a business that could benefit from better financial clarity and support.

What kind of companies do you work with?

We typically support growing businesses that need anything from bookkeeping to full CFO-level guidance, depending on their stage.

Do I need to know exactly what they need?

Not at all. You can simply make an introduction—we’ll take it from there and assess how we can help.

Will this affect my relationship with the person I refer?

No. We handle every introduction with care, professionalism, and transparency. Your relationship always comes first.

What happens after I make an introduction?

We reach out, understand their needs, and recommend the right level of support. We’ll also keep you informed along the way.

Is there any obligation for them to sign up?

None. The initial conversation is purely exploratory.

It starts with a simple connection.

Someone in your network is figuring this out right now. Make the introduction that helps them gain clarity, confidence, and direction.

Introduce Someone