Referral & Affiliate Disclosure

Our partners

Sam keeps a short list of CPAs and advisors he'd send his own friends to. Partners are chosen for the quality of their work and how they treat clients.

Referral fees

Zen CFO may receive a referral fee from partner CPAs and other partners when an introduction becomes a paying client. The fee is paid by the partner and doesn't change what you pay.

[LEGAL REVIEW] Confirm state board of accountancy rules on referral fees, commissions and disclosure before launch.

Our opinion

Recommendations are Sam's honest opinion. You're never obligated to hire anyone we introduce.