Simple by design
Three steps to a referral reward
Make the connection. We'll take it from there.
Introduce a business
Share the details of a business that could use stronger accounting and financial reporting. Please obtain their permission before sharing their contact details.
We explore the fit
Our team assesses their needs and whether one of our recurring accounting and advisory packages is appropriate.
Receive your reward
If the business becomes a qualifying paying client and satisfies program requirements, we issue your one-time referral payment on our quarterly schedule.