How the Program Works

It’s simple, and it’s a win-win:

For you: Refer a business to us. When they sign up for our bookkeeping services, you get a $100 gift card as our thank-you.

For them: Your referral gets 50% off their first three months of bookkeeping with us.

No limits. Refer one business or refer ten — every successful sign-up earns you another $100 gift card.

Who Should You Refer?

You probably know more potential referrals than you think. Here are a few people worth considering:

• A friend who runs their own business and is still trying to do their own books
• A new business owner you know who’s just getting started and needs to set things up right from day one
• A colleague or vendor who’s mentioned feeling overwhelmed at tax time
• Anyone in your network who’s stressed about money coming in and going out without a clear picture

If they own a business and could use a hand keeping their finances organized, they’re a great fit.

Why Referrals Matter to Us

We’re a small business too. We know what it’s like to build something from the ground up, and we know that recommendations from people you trust carry more weight than any ad ever could.

When you refer a business to us, you’re not just helping us grow — you’re vouching for us. We take that seriously. Every referral gets the same care, attention, and dedication you’ve come to expect from working with our team.

How to Refer Someone

There are three easy ways to send a referral our way:

1. Send us their info. Reply to any email from us, send us a DM on Facebook or Instagram, or give us a call with their name and contact details. We’ll reach out and introduce ourselves.
2. Have them contact us directly. When they reach out, just ask them to mention your name. We’ll connect the dots from there.
3. Tag us on social. Saw a post from a business owner who could use our help? Tag us in the comments — we’ll take it from there.

Once they sign up and start service with us, your $100 gift card will be on its way.

A Quick Thank You

To every client who has trusted us with their books, told a friend about us, or sent a kind word our way — thank you. This program is our way of saying it back.

If you have questions about the referral program, or if you’d like to refer someone right now, reach out anytime. We’d love to hear from you.

Anchor Bookkeeping & Tax Solutions

Helping small businesses stay anchored in their finances.

Ready to refer someone? Contact us today or send us a message on social media. We’ll take it from there.

Program Terms

The following terms apply to all referrals made under the Anchor Bookkeeping & Tax Solutions Client Referral Program.

• Referrer eligibility: Must be a current client of Anchor Bookkeeping & Tax Solutions in good standing at the time of referral.
• Referred business: Must be a new client — not currently engaged with Anchor Bookkeeping & Tax Solutions and not a client within the past 12 months.
• Qualifying referral: A referral qualifies once the new client signs a service agreement and pays their first invoice in full.
• Reward: $100 gift card per qualifying referral, issued within 30 days of the new client’s first paid invoice. There is no limit on the number of referrals.
• New client discount: 50% off the standard monthly rate for the first three (3) months of bookkeeping services. Applies to standard bookkeeping packages only. Does not apply to tax preparation, advisory services, cleanup work, or other one-time engagements. Cannot be combined with other offers, promotions, or discounts.
• One discount per business: Each referred business may receive the introductory discount one time only.
• Self-referrals: Referring yourself, your own business, or any business in which you hold an ownership interest does not qualify.
• Tax reporting: Gift card rewards may be considered taxable income. Recipients are responsible for any applicable tax reporting. A 1099-MISC may be issued for cumulative annual referral rewards of $600 or more.
• Program changes: Anchor Bookkeeping & Tax Solutions reserves the right to modify, suspend, or end the referral program at any time. Referrals submitted before any change will be honored under the terms in effect at the time of referral.
• Final determination: Anchor Bookkeeping & Tax Solutions reserves the right to make final determinations on referral eligibility and reward issuance in cases of dispute or suspected abuse.