Maximize Benefits with Our Referral Rewards Program
Introducing our referral rewards program, your chance to earn while helping your network thrive.
By referring business owners who can benefit from our expert tax planning, bookkeeping, or advisory services, you unlock opportunities for exclusive rewards.
Whether it's a $100 Amazon gift card, a charitable donation, or service credits, our program ensures you and your referrals gain value.
Get started with the referral rewards program today and make a meaningful impact!
How It Works
1) Refer
Share a business owner who could benefit from proactive tax planning, bookkeeping, or advisory services.
2) We Connect
We’ll reach out to learn more and see how we can help.
3) You Earn
When they become a client, you’ll receive your reward within 2 weeks.
Rewards
Standard (Every Single Referral):
-
1 Referral →
-
$100 Amazon Gift Card OR
-
$100 Donation to Charity in Your Name
-
Bonus (Multiple Referrals):
-
3 Referrals → $200 Service Credit toward your next invoice
-
5 Referrals → VIP Planning Session — a private strategy call with Greg to dive deeper into tax planning, business growth, and financial strategy.
Who’s a Great Fit?
Small Business
Revenue $50K–$5M
Owners who need bookkeeping, tax planning & advisory.
Growth-Minded
Beyond Compliance
Entrepreneurs seeking strategy, not just tax filing.
Business Entities
LLCs, Partnerships, S-Corps
Full service tax prep, planning & CFO-level support.
Individuals
Personal Tax Prep
From simple 1040s to multi-state & complex returns.
Crypto Investors
Crypto & NFT Taxes
Support for traders, DeFi, and high-volume reporting.
Professionals
Doctors, Lawyers, Consultants
Guidance for complex income, stock options, or K-1s.