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With Crucial Calm, you get a dedicated marketing team to help you attract, nurture, and retain more clients.

Learn more about who we serve See the product features

Who we serve

A digital marketing system specially designed for CPAs, bookkeepers, and tax preparers.

See the product features

A website, email marketing, lead capture, automated review generation, and more.

Know someone looking to grow
their financial services business?

If you're connected to professionals in the financial services industry, join our Affiliate Program for exclusive rewards, opportunities, and more.

Sign up now

Complete the form to get started. All fields required.

What makes a great affiliate?

We're on the lookout for people who are excited to spread the word about Crucial Calm. If you're...

  • A financial consultant or professional who loves our services and wants to share them with others
  • An agency or business looking to add a revenue stream and earn commissions by promoting our services
  • A team that's passionate about helping financial services professionals grow and succeed

You're exactly who we're looking for! Sign up today, and we'll reach out with more details about the program and how you can start earning.

Already a Crucial Calm fan? Check out our Refer & Earn Program to see how you can benefit even more.

How it works

Getting started is easy! Here's what you can expect:

  • Sign up. Submit your application, and we'll
    follow up with more details and confirm your eligibility.
  • Refer. Once approved, you can start referring financial
    services professionals to Crucial Calm.
  • Earn. Enjoy commissions, perks, and exclusive benefits
    as a member of our Affiliate Program!

Frequently asked questions

1) What tools and services does Crucial Calm offer to your referred clients?

We offer our clients a marketing solution complete with:

  • A customized website built specifically for financial services
  • Targeted ads on Google
  • Professional reputation management
  • SEO services to improve online visibility
  • Ongoing support and marketing guidance

2) Can I join the Affiliate Program if I'm a solo financial professional?

If you're a solo financial professional looking to share Crucial Calm with your network, our Refer & Earn Program may be a better fit. For every person you refer who signs up, you both receive credits towards your services.