Tag Archives: tax referral program

Want $40? Our 2014 Referral Program!

Every year, we listen to what our clients tell us they like and what we should change.  While we had a pretty decent referral program in the past, this year we’ve decided to go even bigger so to speak.  This year we’re offering a program where the referrer can earn $40 for each and every client they send us; an unlimited number of times.

This is open to existing clients, new clients, friends and family of the practice – essentially anyone who respects us enough to send business our way.  So no, you don’t actually have to be a “client” to earn money with us.  However, you should probably send us an email with your contact info and the name of the person you are referring so we can send you your gift at the end of the season.

So why are we doing this?  Well, all of the details can be found here, but the short answer is to reward those who think highly of us.  If you’re willing put your reputation on the line by recommending our services, we’re willing to earn it, in more ways than one!  But seriously, we want to give a little something back to those who continue to help us grow and move this practice forward.  Besides, who couldn’t use more cash these days?

Our Revised 2013 Referral Program

As many of you know, last year was our first year with our retail office.  Things went well for the most part and we grew our client base pretty substantially from the days of when were just a “part time” virtual practice.  But where did all that growth come from?  Most of it was from our network of friends, family and clients graciously referring their colleagues to us.

While we had a pretty decent referral program in the past, this year we’ve decided to up the ante so to speak.  This year we’re offering a program where the referrer can earn up to $200 an unlimited number of times.  This is open to existing clients, new clients, friends and family of the practice – essentially anyone who respects us enough to send business our way.

So why are we doing this?  Well, all of the details are outlined here, but the short answer is to reward those who think highly of us.  If you’re willing put your reputation on the line by recommending our services, we’re willing to earn it, in more ways than one!  But seriously, we want to give a little something back to those who continue to help us grow and move this practice forward.  Besides, who couldn’t use more cash these days?  Oh yeah, the Capital One baby…