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Client Referral Program

Help a Business Owner and Get a $50 Amazon Gift Card

Client referral

Let's Share Success

If someone in your network could benefit from financial services for their business, please send them our way. We’d love to help your network find more success and higher profits in their business.

Simply share the link below with your business buddy and tell them to mention you during our intro call.

Referrers will receive a $50 Amazon gift card when referrals sign on for paid services with CFO2U.

Take It From Our Clients

“Exceptional service! CFO2U goes above and beyond to handle my finances with precision. Their attention to detail and personalized approach make them an invaluable asset to our business. Highly recommend!!!”

Marc P.

“CFO2U has been nothing but amazing for our company. Their experience and expertise in bookkeeping, back office accounting, and tax preparation makes it easy for us to focus on growing our operation.”

Jessica S.

“The CFO2U team has been a huge help in handling our bookkeeping and back office accounting operations... has allowed me to focus more on the big picture!”

Michael C.

Spread Success to Your Network

At CFO2U, our goal is your success. We thank you for putting your trust in our team to support your business and help you grow your revenue and profits.

We would love to help others in your network grow their businesses, too.

If you have questions about how we can support someone in your network, let me know. Or, share the link below and invite your network to schedule their free intro call so I can speak with them directly. I’m looking forward to sharing even more success!

– Susan Nieland, Founder & CEO of CFO2U

Get the Support You Need to Grow Your Business


Keep your books in order and your business on track with monthly accounting and bookkeeping services.

Tax Services

Get expert eyes on your business’s most important tax documents with tax planning and preparation services.

Fractional CFO

Reignite your business growth with monthly or quarterly strategy sessions with a trusted financial advisor.