Elevate Your Clients’ Financial Success with Trusted Accounting Solutions
Partner with us to provide your entrepreneurial clients with expert accounting services—while earning referral rewards!
Why Refer Your Clients to Us?
As both a real estate agent and a business owner, you understand the critical role of dependable financial management. By partnering with us, you’ll offer your entrepreneurial clients access to top-notch accounting services that will enhance their business success. At the same time, you can enjoy the benefits of a referral program specifically tailored for realtors, rewarding you for every successful referral. This partnership not only supports your clients' financial growth but also provides you with additional income opportunities.
How It Works:
Refer Your Client
Simply send us an email with your client's details, and we'll take care of the rest. To ensure compliance with your license regulations, provide your client with our preprinted disclosure form. This will keep everything transparent and within the legal guidelines.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. Since we'll have a contract in place, everything will be done within the legal guidelines, ensuring no rules are broken. 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 Realtors Trust Us:
Your Reputation is Protected: Referrals reflect on your business, and we prioritize delivering outstanding service to ensure a seamless experience for both you and your clients.
Quick & Effortless Referrals: Our efficient process makes it easy to refer clients, and we take care of everything from there.
Exclusive Realtor Rewards: Partner realtors 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 Realtor 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!