Referral programme
Refer someone. Earn a reward.
Know someone who dreads tax season? Send them our way. When they become a client you get an exclusive discount on your own filing — and they get an advisor who actually picks up the phone.
How it works
Four steps from referral to reward
No forms to chase and nothing to track by hand — send us a name on WhatsApp and we take it from there.
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01
Share their details
Message us on WhatsApp with their name and an email or phone number.
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02
We reach out
A personal call, their questions answered. No pressure, no spam.
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03
They become a client
Their first filed return converts your referral.
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04
You get rewarded
A discount applied to your next filing. Refer more, earn more.
Programme details
Simple terms, no small print
The programme is built to be easy to use and easy to trust. Here is exactly how it works.
- Refer as many people as you like. No cap — every person who becomes a client earns another reward.
- Individuals and businesses both count. A friend with one W-2 or a company needing full bookkeeping.
- We never spam your contacts. One personal introduction. Not interested is the end of it.
- We keep you updated. We tell you when your referral has been contacted, when they join, and when your reward is applied.
Ready when you are
Start referring today
Not a client yet? Book a free consultation and find out what it is like to have a real advisor in your corner.
- Free, no-obligation consultation
- Flat, upfront pricing — no surprises
- A reply within one business day