I know that as a business owner, your network is your net worth. I want to reward you for trusting ME with your colleagues and partners.

My Best Clients Come From My Best Clients.

The 20% Revenue Match 💰

A fair reward based on the value of the business you refer.🤝

How it works 💼✨

When you refer a fellow business owner to us, we want to thank you in a meaningful way. Instead of just a flat fee, we’ll credit your account with 20% of their first month’s retainer 💰. This credit shows up as a one-time deduction on your next invoice after your new referral becomes a client 📄✅. It’s our way of saying thanks for connecting us with great people like you 🤝🌟.

Example Scenario:

You send a client our way who signs up for a $1,000/month plan. Because you’re simply the best, you earn a 20% match reward—which means $200 is coming straight to you! This little treasure will snuggle up as a cozy credit on your next invoice.

What your friend gets:

We will give your referral a Free Diagnostic Review. This isn't a sales call; it's a deep dive where we identify:

  • Expense categorization review

  • Financial report accuracy

  • Unreconciled transaction issues

Completely free, whether they hire us or not.

Three Simple Steps

①

Make the Introduction

Send an email introduction connecting us with your colleague, or fill out the form below.

②

We Get to Work

We'll handle the discovery call and onboarding. Your friend gets a Waived Setup Fee.

③

Credit Applied

Once they have been a client for 90 days, we automatically apply the 20% credit to your next bill.

Ready to refer?

Ready to refer?

Simply enter their details below, and we will reach out politely.

Program Requirements:

  • 90-Day Vesting Period: Referral credits are issued after the new client has paid their third monthly invoice to ensure they are a good fit.

  • New Clients Only: Valid for businesses that have not worked with us in the past 24 months.

  • Recurring Services: Applies to monthly bookkeeping retainers only (not one-time clean-up projects unless ongoing services are obtained after the project).