Skip to main content
CoreMobile›Bookkeeper & CPA Partners
Partner Program · Bookkeepers · CPAs · Monthly Residuals

Earn Monthly Referral Income as a Bookkeeper or CPA.

A client doing $30,000 a month on flat rate pays about $800 in fees. On CoreMobile, closer to $600. Refer them and earn a monthly residual.

Illustrative · $30K monthly volume
What you see on your client's QBO bank feed every month
FLAT-RATE PROCESSOR
~2.73% effective
~$820 / mo in processing fees
CoreMobile · Interchange-plus
~2.05% effective
~$615 / mo in processing fees
THE GAP YOUR RESIDUAL LIVES IN
~$205 / mo
Why bookkeepers convert

You already have the data that closes the deal

Most payments partners pitch from outside the company. Bookkeepers and CPAs pitch from inside the financials. That changes the conversion math.

Statement visibility

You see what they pay

Square fees, Stripe fees, QuickBooks Payments fees, they all show up in QBO or Xero on the bank feed. You know the exact dollar amount your client is losing every month to flat-rate processing.

Trust advantage

Clients believe you

When a payments salesperson cold-pitches a small business owner, the answer is usually no. When their bookkeeper points to the line item and says “here is what this is costing you,” the answer is yes.

Ongoing income

Residuals stack with your book

Your bookkeeping book gives you recurring monthly revenue. Add monthly residuals on top, one extra revenue stream tied to the same clients you already serve.

Common Questions

Bookkeeper & CPA partner FAQs

Why are bookkeepers and CPAs a good fit for a payments referral program?
Bookkeepers see merchant statements every month, so they know which clients overpay on processing. That visibility makes them high-converting referrers.
Will referring my clients to CoreMobile create a conflict of interest?
No, as long as you disclose it. AICPA and most state board rules allow referral fees when disclosed, and many firms already do this with other vendors.
How does the CPA / bookkeeper residual structure work?
You earn a monthly residual on the processing volume of every client you refer, for the life of the account. The exact percentage is confirmed at onboarding.
Can I refer the same client to CoreMobile and CoreGateway?
Yes. Most clients need CoreMobile for in-person sales and CoreGateway for online and recurring payments, both attribute to your account and both pay residuals.
Do I have to handle implementation or support for my referred clients?
No. CoreCommerce handles the demo, underwriting, onboarding, and ongoing support, you just make the introduction.
What if my client is on QuickBooks Payments or another processor?
Most processors are switchable. CoreMobile coordinates the cutover so your client's processing does not interrupt. For a lot of clients it is worth comparing what they pay now against interchange-plus.
More Use Cases

CoreMobile works everywhere

See how other businesses accept payments on the go.

Schools & Concessions Trade Show Vendors Service Businesses Freelancers Churches & Nonprofits Markets & Vendors Golf Associations Towing Companies

Turn your client base into monthly residual income?

No application required. Refer your small business clients to CoreMobile and earn monthly residuals on every account.

No hardware required · iOS & Android · No setup fee

This page covers one audience. See the full referral program.

Get Started with CoreMobile

Complete this form and our team will have your account ready.

Business Information
Authorized Signer

Application Submitted!

Our team will review your information and have your account ready. Check your email for next steps.

Scan to download CoreMobile
Get the appDownload CoreMobileApp Store

Talk to Sales

Have a question? Drop us a note and we'll get back to you fast.

★★★★★
Trusted by AJGA, South Cheatham Little League, Payneless Tree Care, and more

Message sent!

Thanks for reaching out. Our team will get back to you within one business day.