A Referral Program Built for Tax Pros & CPAs
PARTNER WITH US
Earn $150 for each client you refer who signs up for
monthly bookkeeping services with our firm.
One-Time Referral Fee
Paid after your referred client signs our monthly bookkeeping agreement and makes their first payment.
We Complement Your Firm, Not Compete.
Your client can continue using your firm for tax and CPA services while we handle their ongoing bookkeeping needs.
HOW IT WORKS
1
You Refer
2
We Connect
Send your client’s information using our quick referral form.
3
They Sign Up
You Earn $150
We’ll reach out, have a conversation and determine if we’re a good fit.
4
Your referred client signs our monthly bookkeeping agreement and makes their first payment.
We send you a $150 referral fee as our way of saying thank you!
WHY PARTNER WITH A&C BOOKKEEPING MANAGEMENT?
Trusted & Reliable
Accurate, timely bookkeeping your clients can count on.
Strengthen Relationships
Provide more value to your clients without adding more to your plate.
A True Partnership
We handle the day-to-day books so you can focus on tax and advisory.
Scalable Support
From startups to established business, we grow with your clients.
Save Time
We work behind the scenes so you remain the trusted advisor.
WHAT WE HANDLE
✔️ Transaction categorization
✔️ Bank & credit card reconciliations
✔️Accounts payable & receivable
✔️ Monthly financial statements
✔️ Payroll processing
✔️ And more!
Refer a client today and earn $150 while delivering even more value to the businesses you serve.
Let’s Grow Together
It’s quick, easy and takes less than a minute.
info@acbookkeepingmgmt.com
Your clients, Your relationships, Our support. Together, we help businesses thrive.
(442)297-9479
