Trusted Accounting & Tax Experts for Hospitality Businesses

Client Referral Program

Earn up to $1,000 for every referral that becomes a Specialized Accounting client.


Do you know friends, colleagues, neighbors, or even distant cousins who could benefit from specialized accounting and tax services? Everyone loves a solid recommendation that makes life easier, especially when it comes from someone they trust!


That's why we're inviting you, our valued clients who know and trust us, to help others discover the same great support + get rewarded for it.

How It Works

Give us the biggest compliment ever and refer Specialized Accounting to potential businesses that could benefit from our specialized accounting and tax services using the referral form or email template below.

After your referral becomes an official client and is in good standing for the first 90+ days, we'll send you a referral gift of $500-$1000*.

*Referral bonus amount is based on the contracted total monthly service fee. See our FAQ below for more details.

Get Paid as Easy as 1, 2, 3...

1

Use this email template to introduce us. Please copy [email protected] on your email!

2

Or we'll do the work for you! Share the referral contact information with us by filling out the form below & we'll get in touch on your behalf.

3

Get paid! Once your referral signs a contract and remains in good standing for 90+ days, we'll notify you and send your bonus.

We'll Handle the Introduction for You

Simply Fill Out This Form:

Once you hit "submit", we will email the person you are referring and copy you on the correspondence.

Tell Us About The Person You Are Referring

Please enter your information so we can track your referral in our system

Frequently Asked Questions

Which businesses are a good fit?

While we specialize in medium-to-large businesses in the hospitality space, we welcome any service-based business that would benefit from our high-quality accounting and tax services. Ideally, they will currently have an accounting platform in place and are looking to outsource this work to a reliable U.S based team.

When will I get paid?

Your bonus will be sent after the referral becomes a new client by officially signing a contract and is within good standing for 90+ days. For example, if a referral signs a contract in August, you will receive your bonus in November. If you receive two or more referrals in the same month, credits or payouts will be issued consecutively on a monthly basis.

What is the maximum amount I can earn for referring a business?

There is no limitation on how many referrals you can earn. After your referral becomes a Specialized Accounting client, we’ll pay you $500-$1000 for each referral. The total bonus is based on the monthly service fee contracted with the referral; monthly contracts above $2000 generate a $1,000 bonus, contracts of $1500-$2000 are a $750 bonus, and contracts of $1000-$1500 generate a $500 bonus. Tax services referrals are paid at the rate of $50.

How does Specialized Accounting keep track of who I referred?

When you submit a form or email us a referral, their contact information is entered into our CRM software and tagged as 'referral' to ensure tracking throughout the process. Specialized Accounting will notify you once a your referral signs a contact and when you can expect to see your bonus.

What are the restrictions?

1) The referral must become an official client of Specialized Accounting and is within good standing for 90+ days.

2) The referral must be a new client, not a returning or previous client.

3) If you receive multiple referrals, one payout will be issued per month. Multiple bonuses will be paid consecutively on a monthly basis.

Who do I contact with questions or to check the status of my referral?

Contact us anytime at [email protected].

We Specialize in the Books, So You Can Specialize in Your Business.