Boost Your Clients’ Success with Expert Accounting Services
Partner with us to help your clients streamline their finances and grow their businesses—while earning rewards!
Why Refer Your Clients to Us?
As a business coach, you know the importance of reliable financial management for your clients’ success. By partnering with us, you’ll provide your clients access to expert accounting services that will help them thrive, while you benefit from a referral program designed with coaches in mind.
How It Works:
Refer Your Client
Simply send us an email with your client’s details, and we’ll take care of the rest.We Take Care of the Rest
Our team of experienced accountants will handle all of your client’s financial needs, from bookkeeping to tax planning, ensuring they get personalized service and expert advice.Earn Your Reward
For every successful referral, you’ll receive a flat referral fee ranging from $250 to $1,000 depending on the services they sign up for. The more you refer, the more you earn!
What We Offer Your Clients:
Comprehensive Accounting Services: From bookkeeping and payroll to tax preparation and tax financial planning, we cover it all.
Tailored Solutions: Our services are customized to meet the specific needs of each business.
Timely & Transparent Communication: Your client will always be informed and in control of their financial situation.
Professional & Reliable: We’ve built a reputation for trustworthiness and exceptional service.
Why Coaches Trust Us:
Your Reputation is Safe: We understand that referring clients reflects on your business. That’s why we prioritize excellent service and ensure a smooth experience for both you and your client.
Fast & Easy Referrals: Our streamlined process makes it simple to refer clients, and we handle everything from there.
Exclusive Coach Rewards: Referral partners enjoy not only cash rewards but also an exclusive discount on our accounting services for their own business.
Pain-Free Referrals:
“I worry the accountant won’t meet my client’s expectations.”
Rest assured, we tailor our services to each client’s unique needs, delivering consistent, high-quality results.
“I’m afraid a bad referral could damage my reputation.”
We work hard to protect your reputation by providing outstanding service that strengthens your relationship with your client.
“I’m concerned the accountant might not communicate clearly with my client.”
Clear and transparent communication is a cornerstone of our services. Your client will always know what’s going on.
Join Our Coach Referral Program Today!
It’s time to partner with an accounting team you can trust. Refer your clients, give them the financial support they need, and get rewarded!
Frequently Asked Questions:
How do I refer a client?
Just send us a quick email with your client’s details, and we’ll take it from there. You’ll be updated at every stage of the process.
What services can my clients expect?
We offer full-service accounting, including tax planning, payroll, bookkeeping, and more. Each service is tailored to meet the specific needs of the client’s business.
When do I receive my referral fee?
You’ll receive your referral fee after your client has successfully engaged with our services for 90 days.
Can I refer multiple clients?
Yes! There’s no limit to how many clients you can refer. The more clients you refer, the more rewards you earn.
Still Have Questions?
Feel free to contact us for more information about how you can partner with us to help your clients succeed!