True CFO Referral Channel for Trusted Partners.
This page is intended for individuals referring a prospective client to True CFO; each referral is reviewed personally and confidentially, and not all referrals will move forward.
Who should use this page
Clients referring someone they trust
Professional colleagues (attorneys, advisors, consultants)
Personal contacts making a thoughtful introduction
How the Referral Process Works
You submit a referral using the form below; each referral is reviewed personally by True CFO, and if the situation is a good fit we’ll reach out directly — if not, no action is taken and the information is kept strictly confidential. Referral attribution is recorded internally at submission
Referral attribution
Referral submissions are tracked internally for attribution; if a referral leads to an engagement, attribution will be handled per our referral terms. No further action is required after submission unless we follow up.
Privacy and discretion
All referral information is handled confidentially and is used only to determine whether the referred individual is a good fit; we will contact them only in that case. Information submitted through this page is not shared or reused.