Referral Partnership Program
Partner With Us and Help Your Network Thrive
Are you looking for a way to bring extra value to your clients while earning generous referral commissions? Our Referral Partnership Program is designed to reward you for connecting your network with our professional accounting services.
Why Partner With Us?
Empower Their Success, One Referral at a Time
Being a referral partner means you’re more than just a connector—you’re the one who gives your network the clarity, confidence, and freedom they need to thrive. You’re offering them a chance to take control of their finances, streamline their operations, and achieve new levels of success.
How It Works:
Refer to US
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 Referral Partners Trust Us:
Your Reputation is Protected
When you refer your business-owner network, you can trust that we’ll deliver exceptional accounting services, ensuring a smooth experience for both you and your referrals.
Quick & Effortless Referrals
Our streamlined process makes it incredibly easy to refer your contacts. Once you send them our way, we take care of everything, so you can focus on your business.
Exclusive Partner Perks
As a partner, you’ll not only earn generous referral rewards but also gain access to an exclusive discount on our accounting services for your own business.
Join Our Referral Program Today!
It’s time to partner with an accounting team you can trust. Refer your network, 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!