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.