Make Money While You Sleep!
Our Referral Partner Program can provide you with an ongoing stream of income just for providing us with the names of business people like yourself.
When you submit qualified leads to us and they engage us to provide bookkeeping services or QuickBooks support, you get paid 20% of every penny we earn!
It’s as simple as that:
1. Join the Referral Partner Program
2. Send us the names of any of your customers, vendors or business associates who you think could benefit from our expertise
3. Sit back and wait for your checks to roll in!
See the FAQs below and sign up today!
Referral Partner Program FAQs
How does the referral program work?
You provide us with the name of business owners who you think would benefit from our services. You probably know many potential referrals, such as your own vendors, customers and business or personal associates. We then contact those owners and introduce ourselves and our services. We will use your name during our introduction. If the prospect becomes a customer of ours, we will pay you an ongoing commission of 10% of the net revenue we derive from the customer.
Do I have to sell anything?
Absolutely not! However, we strongly encourage you to let your referrals know that you referred them to us in advance. This improves our chances of contacting them and the odds of a successful engagement.
How do I refer people to you?
Our website contains a Referral Partner page, which we will grant you access to once you have signed a Referral Partner Agreement (see “How do I get started?” below). This page will enable you to send referrals to us at any time.
What kinds of clients are you looking for?
We generally serve small to medium sized businesses nationwide who need ongoing bookkeeping services or one-time QuickBooks assistance such as setup, training or cleanup services.
How much will I be paid?
You will receive 20% of the net revenue for the lifetime of our relationship with the customer. Net revenue means the total fees we collect from the client less any sales tax included in those fees and excluding any amount reimbursed to us by the client for travel, materials or other direct expenses. This may be a short-term engagement or an ongoing bookkeeping relationship.
When will I be paid?
You will be paid within 15 days after the end of every month in which we receive payments from clients referred by you.
Is my payment taxable income?
You should consult with a tax professional regarding taxation of referral payments. If your referral leads to a client engagement for us, we will obtain an IRS Form W-9 from you before paying you for the first time, in order to provide you with a 1099-MISC at year-end for all referral fees paid to you, if applicable.
What kinds of reports will I receive?
Each payment will include a listing of any clients who you referred to us and the amount of net fees collected from them.
How do I get started?
Please follow the link below to print, sign and mail or fax to us a copy of our Referral Agreement. We will return a counter-signed copy to you along with instructions for accessing our Referral Partner Portal.
