CPA Directory
American Express
It’s a Win-Win
Get Started
World-class payment solutions for your clients.
Valuable incentive payments for you.
Thanks for your interest in the American Express® Trusted Advisor program!
Because you previously indicated you wanted to learn more, here is a success story to illustrate how other professionals have benefited from this program:
Since joining the program, Mele, Brengarth & Associates has submitted seven successful referrals and earned nearly $20,000 in incentives. The firm has been impressed by how easy it is to work with American Express.
Who should you refer?
Clients who would like to improve …
Cash flow
Expense tracking
Payments or receivables
Simply register and refer your clients
After you've referred your clients, American Express will take care of the rest. Once your client uses the new product, American Express will issue the incentive payment—to your business or your client’s, whichever you choose.
See the results add up
Earn from $150 up to $15,000 for each successful referral. Plus, there is no limit to the number of leads you can submit!
If you have questions, please contact the American Express Partnership Helpdesk.
Get Started
Trusted Advisor   American Express Partners say it best   
American Express represents us well and has always been there for us. It offers the highest quality customer service and is easy to work with. Plus, we get a return—that really sweetens the deal. Working with American Express seemed like a natural fit.
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.
CPA Directory
TAXtemp® Remote Staffing for CPA Firms
The reason is clear — you need experienced staff for your CPA firm. With TAXtemp Remote Staffing from CPAdirectory you’ll have access to dedicated bookkeepers, accountants, and other back-office staff in just days.
Take advantage of the same staffing solution that other mid-size and large CPA firms are using.
Request More Information »
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -