Join Golden Sun Funding's CPA Referral Program to help your clients access working capital, equipment financing, lines of credit, and SBA loans—without slowing down your practice. Make warm introductions, get timely updates, and earn tiered incentives when a deal funds.
Instant access. No commitment. Get paid when your client funds.
It's simple: share a client introduction via our secure referral form. We'll handle underwriting, quotes, and closing while you receive regular status updates. If the loan funds, you earn incentives—no licensing or lender onboarding required.
Licensed CPAs, accountants, and tax professionals serving small and mid-sized businesses across the U.S.
Fast access for day-to-day needs
New or used, most industries
Draw as needed
7(a), 504—expansion, refinance, acquisitions
Predictable payments, longer horizons
Transparent, ethical, and 5-star rated.
Earn tiered incentives on funded deals. We also provide co-branded materials and ready-to-share resources you can send to clients during busy season.
| Tier | Referrals Funded | Total Funded Volume | Commission Payout |
|---|---|---|---|
|
Bronze
|
1-5 | Under $500K | 0.5% - 1.9% |
|
Silver
|
6-15 | $500K - $2M | 2.0% - 2.9% |
|
Gold
|
16+ | $2M+ | 3% - 4% |
Custom tiers available for high-volume partners. Contact us for details.
Complete the secure referral form on this page (or email us).
We contact your client to confirm goals and gather documents.
We present qualified options and terms for review.
If the client funds, we process your incentive.
Average approvals within 4–48 hours once documents are complete.
Your client's financials stay private and secure. We'll share only necessary status updates with you, and we're happy to sign your firm's standard NDA.
"Working with Golden Sun Funding has allowed us to support our clients far beyond tax filings. Whether it's a last-minute equipment purchase or a strategic working capital need, they move fast — and always with professionalism. Our referral partnership isn't about commissions. It's about solutions. GSF understands the timing and tax implications of business funding, and they've become a key part of how we help our clients grow and plan with confidence."
Alan, CEO of Potrus CPA
Long Beach, CA • Client Since 2022
Get a co-branded one-pager and email template to introduce financing to your clients without extra work. Just request the pack and we'll personalize it with your firm's details.
Join hundreds of CPAs already earning with Golden Sun Funding