Refer a Client,
Get a $100 Visa Gift Card
Know a contractor or small business owner who’s behind on their books? Send them my way. If they sign on, I’ll send you a $100 Visa gift card as a thank-you. You don’t have to be a client to refer someone. Anyone can.
Referrals mean a lot to me. When you send someone my way, you’re trusting me with their business, and I don’t take that lightly.
How it works
Tell me who they are.
I’ll reach out.
You get $100.
Fill out the form below with your info and theirs. It only takes a couple of minutes.
I’ll hear what’s going on with their books and tell them straight whether I’m the right fit. If I’m not, I’ll point them to someone who is.
If they sign on for monthly bookkeeping or cleanup work, your gift card goes out after their first payment.
Already an Oakline client?
You don’t need to fill anything out. Just have them mention your name when they reach out, and I’ll take care of the rest. Thank you for trusting me with your business, and with your friends’ too.
Who are you sending my way?
I just need a couple of things from you, and I’ll take it from there. I’ll only use their info to reach out about bookkeeping, and I won’t share it with anyone.
The fine print (it’s short, I promise)
The referral has to be new to Oakline. Your $100 Visa gift card goes out after their first payment. There’s one reward per new client, so if two people refer the same business, whoever got there first gets it. There’s no limit on how many people you can refer.
CPAs and other licensed professionals: please check your professional rules before accepting.
If your referral rewards add up to $2,000 or more in a year, I’ll need a W-9 from you so I can send you a 1099 for taxes. Not the fun part, but it keeps everything clean.
Let me know if you have any questions. I’m happy to help.