Client Appreciation Referral Reward Program
Refer your Friends and Family and get a Referral Reward!
We extend our deepest gratitude for your loyalty, unwavering support, and trust in our services. Your referrals have been instrumental in our growth and success. Therefore, we are thrilled to introduce our new Client Appreciation Referral Program as a token of our appreciation.
Here’s how it works:
Spread the word about our exceptional services by referring someone you know.
Email us or text us their Contact Information (Name, email and/or phone number).
When they officially become a client to our firm, by signing an Engagement and paying their first full invoice, you will receive a one-time referral reward of:
$50 - for a referred client with an Individual Tax Return (1040 Form or 1040 with Schedule C/Sole-Proprietor Business)
$100 - for a referred client with an Individual and Business Tax Return (1040 Form AND either 1120, 1120-S, or 1065 Form)
$50 - for a referred client who hires our firm for any the following services:
Catch-up or Recurring Bookkeeping Services
Limited Fractional CFO Services
Software Set-up and Training
Recurring Payroll Services
Recurring Sales Tax Services
4. You will receive a link in your email to redeem your referral reward in your preferred method.
Terms and conditions:
The referral reward is a one-time occurrence.
All referral rewards will be accounted for at the end of each month and paid within 15 days of the following month. (Example: If your referral paid an invoice or deposit request on Jan 15, you shall receive your reward no later than Feb 15)
We will NOT pay any referral reward for services not specified above.
All terms and conditions are subject to change at anytime with or without prior notice.
“Your referral is the greatest testament our business could ever receive.”
