💰 Earn a $300 referral fee when a client you refer is a good fit and stays with us for two months.
Know a Business Owner Who’s Behind on Their Books?
We’ll help them get organized, and pay you $300 as a thank you.
Who to Refer
A great referral might be a business owner who:
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is behind on their books
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feels overwhelmed by QuickBooks
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needs monthly bookkeeping support
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needs a cleanup from past months or years
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wants cleaner financials before tax time
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is growing and needs better systems
How it works
We keep it simple and professional for everyone involved.
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Introduce us via text or email
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We'll connect and see if it’s a good fit
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If they become a client and stay for 2 months, you get $300
That’s it. No selling required.​
Why We Pay
Most of our best clients come from warm introductions.
When you connect us with a business owner we can genuinely help, we believe you should be rewarded for it.
We focus on long-term relationships, not one-time transactions, so when it’s a great fit for everyone, it works.
Who This Is Perfect For
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CPAs and tax professionals
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Real Estate Investors
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Realtors/Brokers and Lenders
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Business owners with strong networks
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Anyone who regularly connects with other business owners
We help business owners clean up months and years of messy books.
📩 Send a Referral (Fast & Easy)
Text Greg at 941-283-8181 or email Greg@yourcleanbooks.com
Just a quick intro is all we need, and we’ll take it from there.
We only work with clients who are a good fit, so your referrals are taken care of professionally
Frequently Asked Questions
Do all referrals earn a referral fee?
We pay referral fees for clients that are a good fit and continue working with us for at least 2 months.
What makes a referral qualified?
It depends on the business, the services needed, and whether the client is a good fit for our firm, and vice versa.
Do I need to know exactly what bookkeeping help they need?
No. Basic information is enough to get started.
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