Refer a Client, Reap the Rewards – Our Referral Program
Love our service? Share it and get rewarded. At Monaco CPA, the highest compliment we can receive is a referral. To show our appreciation, we’ve created an exclusive Referral Rewards Program that benefits everyone involved – you, the friend or colleague you refer, and our firm. It’s our way of saying thank you for helping us grow our community of successful clients.
How the Referral Program Works
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Refer a Business or Individual – Think of a business owner, entrepreneur, or individual who could use proactive tax planning, accurate bookkeeping, or CFO-level advice. Perhaps a friend frustrated with their taxes, a colleague with a growing business, or even your own second business venture.
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Submit Your Referral – It’s easy: fill out our short referral form (below) with your info and your referral’s details. Make sure you have their permission – we respect privacy and only reach out to people who’ve agreed to be contacted.
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We Connect & Assess – We’ll reach out to your referral, mention that you recommended us, and have an initial conversation to see how we can help them (totally free consultation, of course). We’ll handle this part with professionalism and care – after all, it’s your friend or associate!
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You Earn Rewards – When your referral becomes a client, you get rewarded. It’s that simple. We process rewards quickly – typically within 2 weeks of your referral signing up for services.
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Your Referral Rewards
Every successful referral = a reward of your choice:
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💳 $100 Amazon Gift Card – Stock up on anything you want, on us. Prefer cash-equivalent rewards? This is a fan favorite.
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$100 Charitable Donation – Pay it forward. We’ll donate $100 to a charity of your choice, in your name. Feel good about helping a good cause while helping a friend.
But wait – there’s more! We offer bonus rewards as you refer more people:
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3 Referrals: Achieve three successful referrals and earn a $200 Service Credit toward your next invoice with us. That could cover a chunk of your tax prep fee or advisory session – basically, a free service thanks to your referrals.
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5 Referrals: Hit five referrals and unlock a VIP Planning Session with Greg Monaco, CPA. This is a private, 1-on-1 strategy consultation (worth well over $500) where we dive deep into your tax strategy, business growth plan, financial optimizations – any financial topics you want. It’s like a personalized CFO/Tax mastermind session as our thank-you for your incredible support.
There’s no limit to how many referrals you can submit or rewards you can earn. Refer 10 clients? Fantastic – we’ll keep the rewards coming!
Who Makes a Great Referral?
We want to ensure your referrals receive tremendous value from us. Here are the types of clients who typically benefit most from Monaco CPA’s services:
Small Businesses (Revenue $50K–$5M):
Owners who need help with bookkeeping, tax planning, and financial strategy. From solo startups to established companies, if they care about staying organized and minimizing taxes, we can help.
Growth-Minded Entrepreneurs:
Those who aren’t just checking a box at tax time, but really want advice and strategy. We love clients who say, “I want to go beyond compliance – help me grow.” (They’ll benefit from our advisory approach, not just form-filing.)
Businesses Entities of All Types:
LLCs, Partnerships, S-Corps – any privately-held business that needs full-service tax prep, ongoing accounting, or part-time CFO support. We speak their language and can integrate with their operations quickly.
Individuals with Complex Situations:
Know someone who’s not a simple W-2 employee? Perhaps they have multiple income sources, investments, rental properties, or just dread doing taxes themselves. We handle returns from basic 1040s to multi-state, multi-income-stream scenarios. Your referral will enjoy stress-free, expert preparation.
Crypto Investors & Traders:
We have special expertise in cryptocurrency and NFT taxation. If someone you know is deep into crypto trading, mining, or DeFi and is confused about taxes, we’re the perfect fit. We handle high-volume transaction reporting and keep them compliant with the latest IRS rules.
High-earning Professionals:
Doctors, lawyers, consultants, realtors – professionals with 1099 income, stock options, K-1s from partnerships, etc. These folks often need guidance on tax optimization (retirement plans, estimated taxes, etc.) beyond what a basic tax prep service offers. We thrive on helping them strategize and save more.
Not sure if your referral fits these categories? Refer them anyway! If they have a business or financial life that could use clarity and proactive planning, we’re happy to have a conversation.
Ready to Refer? Submit Below and Earn Your Reward!
Refer a Friend or Business: Use the form below to send us your referral. We’ll ask for some basics – your name and email (so we can send your reward!), your referral’s name and contact info, what services they might need (tax, bookkeeping, advisory, etc.), and how you know them. It only takes a minute.
Submit Your Referral Below
Please ensure you have your referral’s permission to share their contact info. We always approach referred contacts respectfully, mentioning your name and never spamming.