Affiliate Program

Introduce businesses that could benefit from our CFO services and receive up to a £2000 commission.

Pareto FD Affiliate Program - refer businesses for CFO Services to earn commission

Simply, connect us with businesses that could benefit from CFO services, and you'll earn a referral fee while helping them grow - win win!

Who can join?

  • Financial Advisors or Planners can refer clients who are business owners.

    What’s in it for me?

    If your clients’ businesses are financially healthy, their personal wealth planning is stronger.

    Plus, a referral fee on top!

  • Accountants working with businesses that could benefit from CFO level strategic financial services.

    What’s in it for me?

    Strengthen client loyalty by offering CFO-level strategy (without hiring in-house).

    Plus, a referral fee on top!

  • Marketing Agencies working with SMEs who would benefit from CFO Services.

    What’s in it for me?

    When your clients’ businesses are financially stronger, they spend more on marketing.

    Plus, a referral fee on top!

Our Services

In essence, we fulfill the role of a CFO, working on a ‘Virtual’ basis. This tends to be the perfect solution for SMEs, who can gain access to expert financial guidance, on an affordable, part-time basis.


PROFITABILITY & CASH

Optimising profit margins & cash flow management.

Icon - Optimising Business Profitability and cash flow


REPORTING & PLANNING

Developing a robust reporting system to provide clarity & fuel growth.

Icon - Financial Analysis, Reporting and Planning


STRATEGIC GUIDANCE

Providing a sounding board to guide businesses confidently towards their goals.


EXIT
PLANNING

Maximising business value, & financial readiness for a smooth, profitable exit.

Icon - Financial Services for Business Exit Planning
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I’ve partnered with Andy and Pareto FD for over 10 years, and every client he’s worked with has seen significant growth in size, stability, and profitability. His expertise consistently delivers results, making our partnership a true win-win.

Mike - Partner, Top 20 UK Accounting Practice

FAQs

  • In this context, an Affiliate Program is an arrangement where relevant professionals (or affiliates) receive a commission for each new client they refer to the business.

  • Andy Cristin, the founder of Pareto Financial Direction (FD), has 25 years of experience as a CFO, both client-side and in a consultancy capacity. For over 15 years, Pareto FD has been delivering Virtual CFO Services, helping SMEs strengthen their finances and grow with confidence.

    Andy is a Panel Member of ACCA, a best-selling author (The Profit Mindset and Pivot & Grow), and the creator of The CASH Method™—a proven financial system designed specifically for SMEs.

  • Any business that could benefit from part-time CFO services can be referred. However, Pareto FD has particular expertise in Professional Service businesses, such as Architecture, Construction, Recruitment, Marketing & Advertising, and Consultancies.

  • To qualify for the referral commission, the following conditions apply:

    • The introduction must be a first-time referral (i.e., not a potential client previously in contact with Pareto FD).

    • The referred client must engage Pareto FD for Virtual CFO services.

    • A minimum of £2000 in payments from the client must be received by Pareto FD. At this time the introducer (Affiliate) will be notified.

    • On notification, the introducer may invoice Pareto FD, and payment will be made within 14 days.

Next Steps

Joining the program is easy and of course free. Simply complete the form to receive more information and start referring clients.