The National Directory of Certified Public Accountants

American Express Is Looking for CPAs

Register for the American Express® Trusted Advisor Referral Program

Earn up to $15,000 per Client Referral

Our referral program is designed for CPAs that understand the value of helping their business clients streamline their finances and operations.

As a trusted advisor, refer your clients to American Express for Global Commercial Payments products.
For each successful referral, you can earn valuable cash incentives up to $15,000.*

Your clients can benefit as well. With a robust suite of payment products from American Express, they can enjoy greater efficiency and savings by automating payments, enhancing reporting, and receiving world-class customer service. Plus, you can even choose to have your incentive payment sent to your client!

Join today and begin submitting referrals through the American Express® Partner Portal.

There's no limit to the number of leads you can submit, and you may already have clients that qualify.† Get started now!

Register Now






Terms & Conditions

* To be eligible for an incentive, your Qualified Lead must use the product within one year of the referral. American Express will issue the incentive payment.

† A Qualified Lead must meet the following eligibility criteria: (1) must not currently be an American Express Global Commercial Payments customer; (2) must not have been submitted as a referral within the last year through any internal or external American Express lead referral program; (3) must have a business relationship with the referring partner. Notwithstanding the above, American Express has sole discretion regarding acceptance of all Leads, including Qualified Leads.

The American Express® Trusted Advisor program is open to all companies in the United States with a federal tax ID number, excluding travel agencies, that can refer companies engaging in business to business (B2B) payments to American Express Global Commercial Payments. Authorized officers of eligible companies and associations can enroll in the program as a referring partner at the Trusted Advisor portal, available at: www.americanexpress.com/trustedadvisor_portal. Only Qualified Leads referred to a Global Commercial Payments program account via the online Trusted Advisor portal can lead to a one-time incentive payment from American Express. A one-time incentive payment will be issued only for a Qualified Lead that becomes a Global Commercial Payment customer in the United States (a "New Client") and spends on a Global Commercial Payment account, within one year after the referral was submitted via the Trusted Advisor portal. Incentive payments are based on each separate referral and will be paid by check or ACH to the company registered as the referring partner or to the referred client, based on the referring partner's choice. Incentive payments will be made approximately 90 days after spending occurs on the New Client's Global Commercial Payments account. The amount of the incentive payment is based upon the estimated annual charge volume of the New Client's Global Commercial Payments account, to be estimated by American Express in its sole discretion. Notwithstanding the above, American Express has the sole discretion regarding acceptance of all referrals, including Qualified Leads.* Additional terms and conditions apply. Visit https://partnerportal.americanexpress.com/aexp_pp_Terms_And_Conditions for details.