Refer a business. We'll cover a month of your books.
Most of our clients come from referrals. We want to make it worth your while when you send one our way — and give the person you're sending a reason to actually book the consultation. The mechanics below are simple, no caps, no expiration.
Three steps.
Send them our way
Forward a link, make an intro by email, or fill out the form below and we'll reach out. Make sure they know they're being referred — they get a discount we don't give walk-in prospects.
They book and sign on
The referral is "activated" when they sign an engagement letter and complete their first month. (We don't reward intros that don't convert — keeps the incentives honest.)
You get a credit
One month of your current plan, credited against your next invoice. They get $100 off their first month. No caps on how many referrals you can send — credits stack.
Both sides win.
You get a free month.
A credit equal to one month of your current plan — applied to your next invoice when the referral activates.
- Starter ($149/mo) → $149 credit
- Growth ($399/mo) → $399 credit
- Scale ($799/mo) → $799 credit
- Refer 3 in a year and one whole quarter is on us
- No caps. Credits stack. Never expires.
They get $100 off month one.
$100 credit toward their first month of monthly bookkeeping, plus an expedited consultation slot — within 3 business days instead of the usual 5–7.
- $100 off first month at any tier
- Faster consultation booking (within 3 business days)
- Same pricing, same scope, same engagement otherwise
- Can still apply standard cleanup pricing if behind on books
Who counts as a referral.
The rules are short on purpose. We'd rather pay out cleanly than write a legal document.
- The referred business must be new to us — not someone who's already been on a consultation call in the last 12 months.
- They have to sign an engagement letter and complete (and pay for) their first full month before credits apply.
- You have to actually introduce us — "send them this link" works, but they need to mention your name when they book so we can match it.
- Anyone can refer — current clients, past clients, CPAs we work with, friends, family. You don't need to be a current client to send a referral; we'll Venmo / Zelle / mail a check for $200 if you're not a paying client and a referral lands.
- Self-referrals don't count (we'd catch it anyway).
Tell us who to call.
The faster path: forward them a link to our site and ask them to mention your name in the form. The slightly faster path: fill this out and we'll reach out within one business day with you copied.