Refer & Earn

Know a business that needs better books? Earn up to $500.

If you know a business owner who’s behind on their books or tired of guessing at their numbers, send them our way.

Once they sign on as a paying client, you’ll receive up to $500 in compensation — with no limit on how many businesses you refer.

How it works

Three simple steps

No forms to fill out for them, no complicated tracking for you.

Step 1

Tell us who to contact

Share the business name and the best way to reach them — a quick note through our contact form is all it takes.

Step 2

We reach out and onboard

We schedule a free consult, walk them through pricing, and get them set up with a plan that fits their business.

Step 3

You get paid

Once they’ve been a paying client for 60 days, you receive up to $500 — our thanks for the introduction.

Referral compensation is paid after the referred business has been an active, paying client for 60 consecutive days. There’s no limit to how many businesses you can refer.

Ready to send a referral?

Drop us a note with their name and contact info and we’ll take it from there.