Refer clients, earn revenue share, and give your network access to professional bookkeeping they can trust.
Grow Together
Let's build something bigger together.
I'm actively building a network of trusted professionals. Whether you send clients my way or I send them yours — partnerships built on trust create value for everyone. Referral partners receive a 10% discount code to pass along to their clients — valid for the full term of their first multi-month contract. Partners earn 5% of the base package price every month a referred client is active, paid bi-annually on June 1 and December 1.
For Professionals
Become a Referral Partner
If you work with small business owners — CPAs, tax professionals, financial advisors, attorneys, business coaches — I'd love to be your go-to bookkeeper referral. And when my clients need services beyond bookkeeping, I'll send them your way.
Your clients receive a 10% discount on their monthly rate for the full term of their first multi-month contract (3, 6, or 12 months)
You earn 5% of the base package price every month a referred client is active — Starter $25/mo, Standard $47.50/mo, Growth $75/mo, Established $125/mo
Paid bi-annually via Zelle or check on June 1 and December 1, covering all months accrued since your last payment
My clients get referred to trusted professionals in your specialty
For Business Owners
Get a Referral Code
Are you a business owner with a network of other entrepreneurs, freelancers, or small businesses? Share your personal referral code with them — every client who signs up using your code earns you a $25 credit toward your own monthly invoice. Credits are applied automatically and carry forward if unused. Monthly invoices have a $100 minimum after credits are applied.
Your own personal referral code — no expiration
$25 credit per qualifying referral, applied to your monthly invoice
Your referrals get a 10% discount on their monthly rate for their full contract term
Credits carry forward month to month — they never expire