Refer a Friend

"Word of mouth" recommendations are one of the highest forms of flattery a professional can receive. I realize that referrals have contributed to a large portion of my business, and I would like to say "Thank you!" to my clients, colleagues, and partners for continually recommending my services.

Earn Credit towards your Bookkeeping Services

If you know anyone that needs bookkeeping, QuickBooks Online training or any of my other services, refer them to me and get credit towards your bookkeeping services.  If you are not a current customer, you can receive a gift card.

Referral Rewards:

The more customers your recommend, the more you earn!

  • Standard – Earn 5% reward (1-4 referrals)
  • Gold – Earn 7% reward (5-14 referrals)
  • Platinum – Earn 10%  reward (15 or more referrals)

For example: a $500 referral sale will give you a $25 credit towards the bookkeeping service of your choice!

There is no limit, you can earn rewards to cover 100% of your bill!

How do I get my referral credit?

Just have your friend mention that you sent them to me, it's that simple!

Referral Program Terms:
  • Your referrer has to tell me that you referred them at initial contact or within 1 week of service start to receive credit.
  • Credit will not be applied retroactively for already paid invoices.
  • Only one reward can be redeemed per successful referral.
  • Rewards will be awarded within 1 month after final payment has been received from the referred party.
  • Referral amount is calculated on the total amount of the first service invoice and does not include third-party add-ons such as QuickBooks or Hubdoc subscriptions
  • You may not refer your own existing company or a company you are affiliated with.
  • There is no limit to how many people you can refer.
  • Referral credit cannot be used for third-party services and subscriptions.
  • Rewards are not transferable and can't be redeemed for cash.
  • Rewards expire 365 days from issue date.
  • If you do not have current recurring service with us and refer a friend, we may choose, at our discretion, to issue an Amazon gift card instead.
  • This program and its terms are subject to change at any time without prior notice.