The myPocketCFO Referral Program

Give a month.

Help another founder grow. 

Get paid.

We’re officially rolling out the new myPocketCFO Referral Program — and we’d love your help spreading the word.

If you know a founder who’s feeling stretched on cash flow, juggling messy books, or just wants more clarity around their numbers, send them our way.

Here’s how it works:

  • They get rewarded: When they sign up, they’ll get one free month (applied to their second paid month).
  • You get rewarded too: After their first month, you’ll get a cash reward equal to what they paid in Month 1 — $99-$499.

You can refer as many folks as you want.

Here’s a blurb you can copy + share:


 

Subject: Intro: [Referral’s Company] <> myPocketCFO

cc: referrals@mypocketcfo.com

Hey [Name],

Wanted to flag something in case it’s helpful.

Wanted to send you a pointer to myPocketCFO — they help small businesses identify cash opportunities and improve the visibility into finances. Their tool combines AI + human support, and it’s easy and affordable.

If you’re dealing with any cash stress, slow books, or trying to get your books cleaned up for fundraising, it’s worth a look.

You can check them out here: https://mypocketcfo.com

– [Your Name]


 

To let us know about a referral, just use the template above, or send a quick intro to us at referrals@mypocketcfo.com — we’ll take it from there.

Thanks for helping other founders get the support they need (and getting rewarded for it)!

You can learn more about the referral program at https://mypocketcfo.com/referrals.

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