top of page
Want to know the financial health of your business?
It starts with the financial health of your accounting system
BOOKKEEPING FIRM
REFER & EARN
Our referral program is designed to be simple, straightforward, and rewarding. We value your trust and confidence in our services, and we want to show our appreciation by sharing our success with you.
REFER
Refer a friend or business who needs bookkeeping services
SIGN
When a client signs a contract you will be eligible for the referral payment
RECEIVE
After the client has passed 3-months, you will be paid for the referral
TFA'S REFERRAL PROGRAM
When you refer someone who signs up and completes three months of our services, you'll receive a generous $250 referral bonus!
But that's not all! If you refer 10 clients who successfully complete three months of service within a calendar year, you'll receive an additional $2,500 bonus on top of your individual referral payments. That means you could earn up to $5,000 in referral bonuses alone!
HERE IS HOW IT WORKS
-
Refer a client to our bookkeeping services
-
Once they sign up and complete three months of service, you'll earn $250
-
You'll receive your referral bonus at the end of the referred client's third month
1 - Share this LINK so they can submit our in-take form. Make sure they enter your name under 'who referred?'.
2 - Send an email to concierge@thefinanceagencyllc.com making an introduction
AND LASTLY......
Thank you
for supporting us!
If you have any questions, please reach out to concierge@thefinanceagencyllc.com
bottom of page