Referral program
Give $100. Get $100.
Know a small business owner drowning in receipts, dreading tax season, or just tired of shoebox bookkeeping? Introduce us. When they sign up for a monthly plan, you both win.
No cap. Refer as many businesses as you want.
1. Tell them about us
Share our name — or introduce us over email. That's it.
2. They book a consult
Your referral mentions your name when they book their free consult.
3. You both get paid
When they sign up for any monthly plan, you get $100 credit and they get $100 off their first month.
Fine print
Simple rules.
- ·Credit applies after your referral's first paid month.
- ·Credit stacks with any active promotion — including toinfinityandbeyond.
- ·Self-referrals don't count. Corporate Pro (custom quote) is not eligible.
- ·Credit is applied to your next monthly invoice. No cash-out.
Send a referral
Or just email us their name and we'll follow up. Include yours in the message so we can credit you.
Not a client yet?
The referral program is open to anyone — clients, CPAs, attorneys, or friends. Get started with a free 15-min consult and set yourself up to refer.
Book free consult