
Partner Referral Program
What is the Partner Referral Program?
Our goal is to provide the best service possible for our clients. By trusting us enough to refer our services, we know we are meeting that goal. We want to give back to those who refer as a thank you for your trust. That is why we created the Partner Referral Program.
Who makes a great fit?
The best fit for this program is small to medium business owners who are looking for professional accounting, payroll, and advisory services throughout the year.
Rewards as a Thank You
The best part of the program is how we reward great referrals. After a referral becomes a client, you quickly receive 5% of the annual accounting, tax filing, and payroll fees. Then, you receive another 10% of the annual accounting, tax filing, and payroll fees over the first year. That’s a total of 15% and no limit in sight!
How it works
The process is simple: you first sign up for the program by filling out the form below or contacting our office. We will gather the information we need. Then, when you refer a business owner, we will let you know they have become a client and when to expect your thank-you reward. It’s that simple!
Become a Referral Partner today
Fill out the form below or contact our office and we will reach out for any necessary information.