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

Our Best Clients Come From Our 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).