Refer business. Earn commission. Build wealth.
The smartest CPAs, bookkeepers, and brokers make Berkman their capital partner. One form, same-day offers, lifetime commissions.
Built for advisors who help Main Street.
CPAs & accountants
Keep clients funded through tax season and cash crunches. One referral, done.
Bookkeepers
You see the bank statements. You know who needs capital. Earn on what you already spot.
Commercial brokers
Add MCA, LOC, invoice and consolidation to your desk. White-label or co-brand.
Business consultants
Unstick a client without the "no" from their bank. Keep the relationship, grow the scope.
Refer in the morning. Paid by month's end.
Tiered residuals.
Paid for the life of the relationship.
Rates scale with volume. Top-tier partners earn on every deal — including repeat funding, renewals, and consolidations — as long as the merchant stays with Berkman.
Exact percentages depend on product, deal size, and program tier. We'll walk you through your specific schedule on the onboarding call — no surprises, in writing before your first referral.
- Base rate
- Monthly payout
- Online portal
- Elevated rate
- Dedicated advisor
- Co-branded materials
- Top rate + renewals
- White-label portal
- Quarterly strategy call
Every tool your desk actually needs.
Your next referral could fund by Friday.
Apply in 5 minutes. Onboarding call within 48 hours. First commission typically hits within 30 days of your first closed deal.