Refer someone you trust. Earn every month they stay.
The CEO Business Balance Partner Program rewards you for connecting solopreneurs with the financial support they have been looking for.
Refer someone you trust. Earn every month they stay.
The CEO Business Balance Partner Program rewards you for connecting solopreneurs with the financial support they have been looking for.
Apply to Become a Partner
Some of the best referrals come from people who already understand what their clients, colleagues, and community members are carrying.
You see it. The solopreneur who is great at her work but avoids her finances. The business owner who has a bookkeeper but still does not understand what his numbers mean. The client who keeps saying she will deal with it later.
You know what they need. Now there is a clear path to connect them — and a genuine reward for doing it.
How It Works
When you refer someone to CEO Business Balance and they become a paying client, you earn 20% of their monthly investment for as long as they stay. That is recurring income that builds quietly in the background while you focus on your own work.
Calm Books Circle — $225/month Your commission: $45/month per active client
Momentum Maintain — $450/month Your commission: $90/month per active client
If your referral starts in Calm Books Circle and later upgrades to Momentum Maintain, your commission upgrades with them. One adjustment. No complicated tracking.
Commissions are paid monthly through Dub, our partner tracking platform. You will have a real-time dashboard to see your clicks, referrals, and earnings at any time.
Who This Is For
The Partner Program is designed for people who work alongside service-based solopreneurs and understand what they are navigating.
You might be a bookkeeper or accountant who wants to refer clients who need more support than you offer. A business coach whose clients keep hitting financial blind spots. A financial advisor whose smaller clients need foundational bookkeeping before they are ready for what you do. Or simply someone who knows solopreneurs, cares about their success, and wants to recommend something you genuinely believe in.
This is not a mass affiliate program. It is a referral partnership built on trust — yours with your network, and mine with the clients you send.
What Your Referrals Are Walking Into
Journey Pathway — Free Every referral lands in a generous free community first. Live monthly workshops, The Reading Room, Progress Circles, and a growing library of resources. No pressure to upgrade. No expiration date on the welcome.
Calm Books Circle — $225/month Monthly bookkeeping in Kick, a plain-language financial summary, Clarity Hours office hours, Progress Circles, and full access to the learning library. Books handled. Questions answered. Community included.
Momentum Maintain — $450/month Everything in Calm Books Circle plus human oversight, a private support thread, and plain-language monthly notes that go beyond confirmation into care.
Your referral moves through this ecosystem at her own pace. You earn when she is ready to invest — and keep earning as long as she stays.
The Details
Commission rate: 20% of monthly investment
Commission type: Recurring, lifetime of the client
Tracking platform: Dub
Payout schedule: Monthly
Upgrade policy: If your referral upgrades, your commission upgrades with them
There is no minimum referral requirement. There is no expiration on your partner link. If you refer one person and she stays for three years, you earn every single month.
A Note from Stacy
I built this program for people who already do good work and want to extend it.
You are not here to push a product. You are here because you genuinely think someone in your world would benefit from having their books handled and their finances explained in plain language. That referral matters. It should be rewarded in a way that reflects the trust it takes to make it.
Twenty percent, recurring, for as long as your referral stays. That is how I say thank you.
Apply to Become a Partner
Questions About the Partner Program
Who is the Partner Program for?
The Partner Program is designed for people who work alongside service-based solopreneurs and understand what they are navigating. Bookkeepers and accountants who want to refer clients needing more support than they offer. Business coaches whose clients keep hitting financial blind spots. Financial advisors whose smaller clients need foundational bookkeeping first. Or anyone who genuinely knows and cares about solopreneurs and wants to recommend something they believe in.
How much do I earn?
You earn 20% of your referral's monthly investment for as long as they remain an active client. For a Calm Books Circle member at $225 per month, that is $45 per month. For a Momentum Maintain client at $450 per month, that is $90 per month. Commissions are recurring — they continue every month your referral stays, with no cap and no expiration.
What happens if my referral upgrades to a higher tier?
Your commission upgrades with them. If someone you refer starts in Calm Books Circle and later moves to Momentum Maintain, your monthly commission moves from $45 to $90. This happens with one simple adjustment in our tracking system. You do not need to do anything.
How and when do I get paid?
Commissions are paid monthly through Dub, our partner tracking platform. You will have a real-time dashboard where you can see your referrals, active clients, and earnings at any time. Payouts are processed monthly and deposited directly to your account.
How do I track my referrals?
When you join the Partner Program, you receive a unique referral link through Dub. Your dashboard shows you clicks, referrals, and commissions in real time. You will always know exactly where things stand.
Is there a minimum number of referrals required?
No. There is no minimum and no pressure. If you refer one person and she stays for years, you earn every month she is active. This is a referral partnership, not a performance quota.
What are my referrals walking into?
Every referral lands in Journey Pathway first — a free community with live monthly workshops, The Reading Room, Progress Circles, and a growing resource library. There is no pressure to upgrade and no expiration on the welcome. When they are ready for done-for-you bookkeeping, Calm Books Circle is the natural next step. From there, Momentum Maintain is available for those who want deeper human support. Your referral moves through the ecosystem at her own pace.
Can I refer clients who already have a bookkeeper?
Yes. Calm Books Circle and Momentum Maintain are not just for people without bookkeeping — they are for people who want their bookkeeping handled with care, plain-language communication, and a community around them. If someone has a bookkeeper they are not hearing from, or books that feel disconnected from their actual business, this could be exactly the right fit.
How do I apply?
Click the Apply to Become a Partner button on this page. I review applications personally and will follow up to confirm fit and get you set up with your referral link. If I do not think the partnership is the right fit, I will tell you honestly and explain why.