Help your friends, peers, and clients experience the benefits of best-in-class cloud financial systems.

Get rewarded for referring leads or partnering with Carlson Management Consulting on software sales and implementation!

To register a referral, please fill out the form. Once we confirm your referral, we will ask you to make an initial introduction for the appropriate software solution(s) with your contact.

To qualify, each referral must be made prior to the prospect contacting the solution provider or other partner on their own and the prospect cannot already be listed in Carlson Management Consulting’s or solution provider’s system as a validated lead. In addition, the prospect must become a new client of Carlson within one year of the initial referral.

Our referral partners can receive awards in several ways:

  • Amazon Gift Card
  • Discount applied to your referral’s new solution subscription for Year 1
  • Donation to your favorite charity

To get started, please submit your referral using the form to the right. A Carlson representative will review your submission for accuracy and contact you with further details and next steps.

If you have any questions about our referral program, please contact us at