CPA Directory
American Express
You can reinforce your position as a trusted advisor
American Express® Trusted Advisor is a referral program designed especially for CPAs. When you successfully refer clients to American Express® Global Commercial Payments products using this program, you can earn valuable incentive payments while your clients gain access to world-class payment solutions.
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Up to $15,000 for each successful referral. You can even give it to your clients, if you wish.
Strengthen client relationships by connecting them to relevant business solutions from American Express.
Once you refer your clients, American Express will do the rest.
Plus, your clients receive the world-class customer service American Express is known for.
QUESTIONS? Please contact the American Express Partnership Helpdesk.
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Trusted Advisor   American Express Partners say it best   
It would be crazy for us to not work with American Express. We get the opportunity to recommend world-class payment products to our clients, and we get paid when a referral closes and begins using their new American Express product. There is no downside.
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 can enroll in the program as a referring partner at the Trusted Advisor portal, available at: 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 American Express Terms & Conditions for details.
*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 referrals, including Qualified Leads.
© 2017 American Express Company. All rights reserved.
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