A Smarter Way to Add
Value for Your Clients

You already review the numbers. You already see where money is being lost. Magnify Payments gives fractional CFOs, CPAs, and financial advisors a simple way to help clients reduce costs, streamline payroll, and operate more efficiently without adding a single new service line to your firm.

One introduction. Magnify handles everything else.

Learn How Our Program Works

You Already See The Problem.
We Help You Solve It.

Fractional CFOs and CPAs are in the room when clients are bleeding margin and do not know why. Some of the most common issues you are already identifying in your client reviews:

High and uncontrolled credit card processing costs
Payroll systems that are outdated, inefficient, or disconnected from reporting
Manual invoicing and slow collections hurting cash flow
Outdated POS systems creating operational friction
Recurring billing gaps and poor payment visibility
Hidden vendor costs eroding profitability month after month

These are not payment problems. They are business performance problems.

And Magnify Payments is built to solve them.

See How We Can Help Your Clients

What Our Referral Program Actually Asks of You

Nothing complicated. No selling. No expertise required in merchant services or payroll.

Here is your entire role in the program:

You make the introduction.
Magnify reviews the opportunity, handles the conversations, manages onboarding, and supports the client long term. You stay in your lane as the trusted financial advisor. We do the rest.

That is it.

Your clients get real solutions. You add measurable value to the relationship. And you may earn referral revenue on every account you introduce.

Become a Referral Partner

Payment Processing & Dual Pricing

Credit card processing fees are one of the most overlooked and controllable costs in a business.

Magnify Payments offers merchant services, SlashPay dual pricing, surcharging, and cash discount programs that can dramatically reduce or eliminate what your clients pay to accept cards every month.

A client processing $500,000 per year in card payments could be losing $15,000 or more annually to processing costs alone. That is money that belongs back in the business.

See What Magnify Can Do for Your Clients

Two Powerful Ways to Help Your Clients Save

Magnify Payroll

Payroll is one of the biggest operational pain points for small and mid-sized businesses and one of the areas financial advisors are expected to help clean up.

Magnify Payroll is a full-service payroll solution built on the iSolved platform offering:

Payroll processing and tax filing
Time and attendance tracking
HR tools and benefits management
Reporting and analytics built for advisor conversations
Reduced administrative burden for your clients

Cleaner payroll means better labor cost visibility, fewer errors, and stronger financial reporting for the conversations you are already having.

What Your Clients Gain

When you introduce a client to Magnify Payments through our referral partner program, here is what they walk away with:

Reduced or eliminated credit card processing fees
A modern, right-sized POS or payment solution
Cleaner payroll workflows and better reporting
Reduced administrative burden across payment and HR operations
A local, responsive support team they can actually reach
More working capital staying inside the business every month

This is not a vendor referral. It is a financial performance upgrade for your client.

Why Financial Advisors Trust Magnify Payments

Locally Owned

Personally Accountable. Magnify Payments is headquartered in Pittsburgh, PA, serving businesses nationwide. Your clients are not handed off to a call center. They work with real people who are invested in their success.

Broad Solutions

One relationship. From merchant services and dual pricing to payroll, banking, and business services, Magnify covers more ground than most vendors your clients are working with today.

You Stay in Control

You make the introduction and we handle everything from there. We will never overstep the relationship or position ourselves as a replacement for the advisory work you do.

Recurring Revenue

Referral partners may earn ongoing residual revenue on every client they introduce for the life of that account. The more clients you refer, the more it adds up over time.

Become a Referral Partner Today

Fractional CFOs working with SMB clients

Bookkeeping and client advisory firms

HR and Payroll consultants

If your work touches a business owner's finances, operations, or profitability, there is likely a Magnify Payments opportunity in your client portfolio right now.

Who This Program is Built For

Our referral partner program is a natural fit for:

Let's Talk About Your Clients

CPAs and accounting firms with business owner clients

Business finance and management consultants

Commercial lenders reviewing client financials

FAQs About Our Referral Partner Program

No. Our referral partner program is designed specifically so that advisors do not need any expertise in merchant services or payroll. You make the introduction and Magnify Payments handles every conversation, review, and onboarding step from there.
Any business owner accepting credit card payments or running payroll is a potential fit. The strongest candidates are businesses with high monthly card volume, outdated or expensive payroll systems, or cash flow challenges tied to slow collections and high vendor costs.
No. Magnify Payments respects the advisor relationship completely. We position ourselves as a resource you are bringing to the table, not a replacement for the work you do. Your clients stay your clients.
Simply reach out to the Magnify Payments team and we will walk you through the referral partner program, answer your questions, and help you identify which of your current clients might benefit most from an introduction.

Ready to bring more value to your clients without adding more to your plate?

Contact Magnify Payments today to learn more about our referral partner program.