Referrals

Referral Program

Know someone who needs clarity in their finances?

Make an introduction and when they become a client, you receive a month of PlotPath on us. No strings attached.

Intro Template

Ready to make the introduction?

Use this as a starting point. Edit it to match your voice – the best intros are the ones that sound like you. We promise to treat every introduction with the same care and intention we bring to our own client relationships.

[Contact Name],

I wanted to connect you with Eric Weynand at PlotPath, a bookkeeping and CFO advisory firm based in Austin.

PlotPath works with business owners who want real financial clarity, not just clean books.

Eric doesn’t just do the numbers, he helps owners understand what the numbers mean for their next move.

I think it could be worth a conversation. I’ll let you two take it from there.

Eric Weynand, CPA
ew@plotpath.com

How It Works

Three steps, zero friction.

Step 1: Make the intro
Send a quick email or message connecting them with PlotPath. Use our template below or write your own.

Step 2: We take it from here
We’ll only move forward if there’s genuine mutual fit. Your referral will be treated with care and respect; always.

Step 3: Receive your credit
Once they sign on as a client, a month’s credit is applied to your account. We’ll reach out to confirm the details.

The Offer

One free month of PlotPath.

When your referral becomes a client, you receive a credit equal to the lesser of your own monthly billing or their first month’s billing.

Example A: You receive the referred client’s rate. Your monthly billing: $1,900/mo. Referred client’s billing: $1,200/mo, Your credit: $1,200.

Example B: You receive your own rate. Your monthly billing: $1,900/mo. Referred client’s billing: $2,500/mo. Your credit: $1,900

Fine Print: Credit equals the lesser of (a) your current monthly rate with PlotPath, or (b) the referred client’s first month’s billing. Credit is applied to your next invoice after the referred client’s engagement begins.

Your Outsource CFO Team

Meet our full team

Let's figure out your baseline

Built for Business Owners Who Want Control

PlotPath was created for operators who are tired of guessing at their numbers. We believe financial clarity is not optional at scale. Clean books, structured back office systems, and strategic CFO guidance are the foundation of profitable growth.

But before any of that works, you need an honest baseline. The assessment gives you a clear snapshot of where your financial foundation actually stands today.

We Follow Best Practices

We use simple, proven financial systems that keep your books clean, your cash predictable, and your business protected.