Refer clients who need business funding

For bookkeepers, CPAs, truck and equipment dealers, and contractors. When a client asks "how do I pay for this?", send them to a short, free funding request instead of spending your own time shopping lenders.

  • No cost to you or your client to request options
  • Your own link, so we know the client came from you
  • No pressure on your client: they decide whether to submit a request

How it works

  1. Get your link. Your link is any page on this site with ?ref= and your name added, for example https://chiefofmoney.com/apply/?ref=smith-bookkeeping. Build yours below.
  2. Share it with clients who ask about equipment financing, working capital, SBA loans or a line of credit, by email, on an invoice, on your website or on a printed card.
  3. Your client fills in the 2-minute form. The referral code is saved with their request. Our funding partner reviews it and contacts them directly about options. Approval and terms are never guaranteed.

Build your referral link

https://chiefofmoney.com/apply/?ref=your-name

Links also work on any guide page, e.g. /funding/equipment-financing/trucking-georgia/?ref=your-name. The code is remembered for 30 days on that device.

Good to know

  • Chief of Money is not a lender and doesn't make credit decisions.
  • Please don't promise your clients approval, rates or amounts. Every decision is made by the funding provider.
  • Register below so we know who you are. We'll be in touch about partnership options.

Register as a referral partner