Refer a Client

Thank you. Pass it along.

The work grows by referral. Share the code or link below with the bookkeeper or fractional operator you have in mind — they get the same senior-led, flat-fee engagement you did, and we will tell them where it came from.

Your referral code

REFER-FRIEND-2026

Share this when you talk to a bookkeeper or operator you have in mind.

Shareable referral link

Send this to the person you are thinking of. It routes them straight to the diagnostic intake with your code attached.

Referral FAQ

A clear handoff from share to intake.

Here is what happens when someone follows your referral code or link.

How does the referral code or link work?

Share the referral code or the link shown above with a bookkeeper or fractional operator you have in mind. The link carries the code into the diagnostic intake, so the source of the introduction is identified when they reach out.

When is an eligible reward or credit applied?

Any eligible referral reward or credit is reviewed after the referred visitor submits the diagnostic intake and the referral source is identified. Timing and eligibility follow the applicable referral terms; this page does not promise a specific amount.

What is the easiest way to share it?

Copy the displayed code into a message, or copy the full referral URL and send it by email, text, or wherever you normally talk with your network. The URL is ready to share as-is and keeps the referral code attached.

What happens after the referred visitor submits the diagnostic intake?

The diagnostic intake comes to the team with the referral source identified. We follow up with the referred visitor about fit and next steps, while the referral is reviewed for any eligible reward or credit under the applicable terms.