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Refer & Earn: Get Rewarded for Helping Small Businesses

Earn rewards by referring business owners to our bookkeeping services. It’s simple—help them stay on

How It Works:

  1. Refer a Friend – Tell your friends, family, or business contacts about our bookkeeping services.
  2. They Sign Up – They commit to at least 3 months of bookkeeping and make their first payment.
  3. You Get Rewarded – Receive a gift card within 30 days of their first payment.

Referral Rewards:

  • $25 Gift Card per new paying referral
  • $30 per client starting with your 5th referral
  • BONUS $100 after 10 referrals (on top of the $30 per client)
  • No Limits – Keep referring, keep earning!

Start Referring Today:

  • Fill out the form below to submit your referral.
  • Or have your referral mention your name when they sign up.

Submit Your Referral Now 

Submit a Form

Have Questions?

Contact us at hello@corepoint.biz

Frequently Asked Questions:

How do I know if my referral signed up?
- We’ll notify you once they complete their first payment.


When will I receive my reward?
- Rewards are sent within 30 days of the referral’s first payment.


Is there a limit to how many people I can refer?
- No, you can refer as many people as you want!

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