Consultations are always free!
Consultations are always free!
As your trusted partner, we’re grateful for clients who help us grow by connecting us with great people and businesses. Whether you’re referring a scaling entrepreneur or someone needing simple tax help, everyone benefits!
1. Introduce Us — Share our name, website, or contact info with your contact (via email, text, LinkedIn, or in-person). Mention you’re a happy client!
2. We Get in Touch — Your referral books a free consultation (strategy call for businesses or tax consult for individuals) and mentions your name.
3. They Become a Client — Once they sign on and complete their first payment/onboarding, you will be notified of your reward.
(Perfect for referring growing entrepreneurs, S-Corps, LLCs, or teams scaling $100k+ revenue who need fractional CFO support, bookkeeping, tax planning, etc.)
• 1 Free Month of Your Monthly Retainer (or equivalent credit toward future services) for each qualified business referral that signs and pays their first month.
• Extra Perks for Top Referrers: Shoutouts in our newsletter/LinkedIn and priority scheduling.
• Bonus for the Referred: Free first month or discount for first year + smooth onboarding with real strategic value.
(Ideal for personal tax prep, simple 1040s, W-2 filers, side hustlers, or aspiring entrepreneurs with minimal/no business revenue yet.)
• $50 Gift Card (your choice: Amazon, Starbucks, or a local Kankakee/Bourbonnais spot) as a token of appreciation per successful referral.
• Bonus for the Referred: $50 discount on their first tax prep fee (and free initial consult) to make it easy for them to try us.
Fill out the quick form below so we can reach out, or share our email or phone number and have them mention your name:
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.