CPA & BOOKKEEPER PARTNER PROGRAM
You already see the number on their statement. Now get paid for it.
Your clients are paying processing fees they don't have to. You can fix that — and earn a residual every month for doing it.

You're already reviewing their books. You already see the merchant processing line item. You're the most trusted person in the room when it comes to their money. That trust is the most valuable referral tool in this industry — and right now you're leaving it on the table.

This isn't a sales job. It's an extension of the advice you already give — with a recurring income stream attached.

Become a Partner Today Schedule a Discovery Call
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For CPAs & BookkeepersHow to turn your client relationships into recurring income
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// YOU HAVE AN UNFAIR ADVANTAGE

You see what no one
else is allowed to see.

Every other salesperson in this industry has to convince a business owner to pull their statements. Cold call. Follow up. Wait. Beg.

You already have them. Right there in QuickBooks. In the bank feed. In the month-end reconciliation. The processing fees are sitting on line 47, and you review them every single month.

The average small business pays 2.5–3.5% in processing fees on every transaction. On $100K/month in volume, that's $2,500–$3,500 walking out the door. DropTheFee eliminates those fees entirely — and pays you a residual every month for making the introduction.

// SAMPLE MONTHLY STATEMENT — CLIENT REVIEW
Monthly Revenue$124,500
Payroll$38,200
Rent & Utilities$8,400
Supplies & COGS$22,100
Merchant Processing Fees$3,487
Other Operating$4,200
$3,487/month Your client is paying this. Every month. It could be $0. And you could be earning a cut of what they save.
// BEFORE YOU ASK — YES, IT'S LEGITIMATE

This is compliant.
Here's why it works.

We know CPAs and bookkeepers think carefully before recommending anything to clients. You should. Here's what you need to know.

⚖
Fully Compliant
Dual pricing and surcharge programs are legal in 48 states and fully compliant with card brand rules when implemented correctly. We handle all compliance documentation for every merchant.
📋
No Client Risk
Your clients pay $0 to switch. There's no contract trap, no equipment lease they can't get out of. If they don't love it, they leave. We don't keep clients who aren't happy.
📈
Saves Them Real Money
This isn't a lateral move to a "better rate." This eliminates the fee entirely through a compliant dual pricing model. The savings show up immediately on the P&L you review every month.
👁
Transparent to Your Client
Your client knows you referred them. They know you earn a residual. There's no conflict of interest — you're saving them money and getting compensated for the introduction. That's straightforward.
🔒
No Liability to You
You're a referral partner, not the processor. You don't sign merchant agreements. You don't handle funds. Your exposure is zero. You make an introduction — the rest is between us and your client.
★
Enhances Your Value
When you show a client how to eliminate $3,000/month in fees, you become a more valuable advisor — not just a compliance function. This is the kind of proactive advice that builds long-term loyalty.
// HOW IT ACTUALLY WORKS

Four steps.
All of them easy.

You don't need to understand payment processing. You just need to flag the line item.

1
You Spot It
During your normal review, you see the processing fee line. You note it. That's your trigger.
2
You Flag It
You mention it to your client. "I noticed you're paying $X in processing fees — I know a way to eliminate that entirely. Want me to connect you?" One sentence.
3
We Handle It
We do the demo, the analysis, the paperwork, the setup. You're not involved. Your client gets taken care of. You stay the trusted advisor.
4
You Get Paid
Every month that client processes, you earn a residual. Month after month. It shows up like clockwork — no follow-up required.
// THE MATH ON YOUR BOOK OF BUSINESS

What your client
list is worth.

The average CPA or bookkeeper has 20–80 active business clients. Many of them accept credit cards. Every single one is a potential residual stream.

You don't need to convert all of them. Even 20% of your book of business is meaningful recurring income — from work you've already done.

And unlike advisory fees that require ongoing deliverables, this income compounds in the background. Once the merchant is set up, you're paid every month with zero additional effort.

5 CLIENTS REFERRED
A conservative start
$830/mo forever
10 CLIENTS REFERRED
One productive quarter
$1,660/mo forever
20 CLIENTS REFERRED
20% of a 100-client book
$3,320/mo forever
40 CLIENTS REFERRED
An active CPA partner
$6,640/mo forever
// QUESTIONS WE ALWAYS GET

We know what you're
thinking.

We've talked to hundreds of CPAs and bookkeepers. Here are the questions that always come up.

Will this damage my relationship with my client?+
In our experience, the opposite is true. When you proactively identify a way to eliminate thousands of dollars in annual expenses, clients see you as a more engaged and valuable advisor. You're not selling them something — you're saving them money. That's exactly what they pay you to do.
Do I need to disclose the referral relationship?+
We recommend transparency, and we make it easy. You can simply tell your client: "I have a referral relationship with DropTheFee and I earn a small residual if you sign up. I'm recommending this because it genuinely saves you money — not because of the referral fee." Clients respect that honesty. It's a non-issue.
What if my client has a contract with their current processor?+
We review their current agreement as part of our process. In many cases, the savings from switching outweigh any early termination fee — sometimes in the first month. We handle that analysis and present it clearly. You don't need to navigate any of that.
Is this compliant with my professional obligations?+
Referring clients to service providers is a standard part of accounting practice. The key requirements are disclosure (covered above) and ensuring the referral is genuinely in the client's interest. Since DropTheFee saves clients money with no risk and no cost, it easily meets that standard. We recommend confirming with your state's CPA board if you have specific concerns.
How do I track my referrals and get paid?+
You'll get a dedicated referral link and access to a partner dashboard where you can track every referral from introduction to close. Residuals are paid monthly with a clear breakdown showing which clients are generating which amounts. Full transparency, every month.
// LET'S GET YOU SET UP

Ready to turn your
book into income?

Fill out the short form and we'll reach out within one business day to get you onboarded, give you your referral link, and walk you through exactly how to present this to your clients.

No commitment. No cost. No disruption to your practice. Just a new income stream built on the client relationships you already have.

Prefer to talk first? Schedule a 30-minute discovery call — we'll answer every question and show you exactly how the numbers work for your specific book of business.

YOUR CLIENTS
// THE BOTTOM LINE

You're already doing
the work. Get paid for it.

Every month you review a client's books without mentioning this is a month of residual income you'll never get back. The clients are already there. The fees are already visible. The only thing missing is the conversation.

Become a Partner Today Schedule a Discovery Call