Strategic Referral Partner Application

Title: Strategic Referral Partner (Flexible, Commission-Based)

Company: Eaton Advisory Group — Boutique Accounting Firm
Specialties: Real estate professionals, attorneys, small law firms, and small business owners

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About Us

Eaton Advisory Group is a boutique accounting and tax advisory firm that supports real estate professionals, real estate investors, attorneys, and small law firms. We offer bookkeeping, cleanups, IOLTA trust account oversight, and tax planning services.

We are expanding and looking for an outgoing, well-connected individual to join us as a 1099 Referral Connector.

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About the Role

This is a flexible, commission-based opportunity perfect for:
• Real estate agents
• Paralegals or law firm staff
• Mortgage lenders
• Title company reps
• Business consultants
• Notaries or mobile signing agents
• Freelancers with a strong network

No accounting experience is required.
No selling.
No closing clients.
Just connect us with professionals who need reliable accounting and advisory support.

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What You’ll Do
• Introduce potential clients to Eaton Advisory Group
• Make warm referrals via email, text, social media, or in person
• Attend networking events if you choose (totally optional)
• Share our services with real estate agents, investors, attorneys, and small business owners
• Submit warm leads via a referral link we provide

This is NOT a sales job.
You are only making the connection — we handle the rest!

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Earning Potential

You earn for every closed, paying client you refer.

Compensation Structure:
• $150–$300 per new client, depending on service type
• OR 20% of the first invoice (for cleanups, tax plans, or higher-ticket clients)
• $250 for law firms or IOLTA-intensive clients

Bonuses available for consistent referrals.

Many connectors earn $500–$2,000/month simply by sharing their network.

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Ideal Candidate
• Has a strong professional network
• Enjoys connecting people
• Communicates well
• Trustworthy and professional
• Familiar with real estate or legal industries (not required but preferred)

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Why Join Eaton Advisory Group?
• Very flexible — work on your time
• No cold selling
• High payouts
• You work from anywhere
• Perfect for side income or adding value to your existing network

Name

First NameLast Name

Email

example@example.com

Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

LinkedIn Profile / Social Media Handle

Current Occupation/Role

Industry Experience

Years of Professional Experience

Describe your network / connections relevant to our clients

Have you referred clients for services before?

Preferred method of outreach

Estimated hours per week you can dedicate

Optional : Any supporting documents

I understand this is a 1099, commission-based role. I agree to confidentiality and understand that I will not provide accounting, legal, or tax advice.