Referrals
Good word, rewarded.
We grow the way our clients grew us, one introduction at a time. Send a business our way and we'll credit your next invoice with a free month of bookkeeping. A simple thank-you for spreading the word.
How it works
Three steps. No paperwork.
- 01
Tell us who to talk to.
Fill out the form with your details and theirs. A short note helps us lead with the right question.
- 02
We reach out, gently.
A brief, friendly intro. No pressure, no sales script. If it's not a fit, we say so and move on.
- 03
They sign up, you get a month.
Once they're on a bookkeeping plan, we credit your next invoice with one free month.
Your books stay your books. We never share client information, financials, or tax data with anyone you refer.
Free month applies to your bookkeeping plan. Add-ons (Payroll, Sales Tax Filing, Customized Clean Up) not included.