Refer & Earn: Get Rewarded for Helping Small Businesses

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.

• $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) or they sign up for Clean-Up service 
• No Limits – Keep referring, keep earning!

• The referral must be a new client and sign up for at least 3 months of bookkeeping services          
• They must mention your name at the time of signup.
• Referral rewards are paid only after the referred client makes their first full payment. 
• No self-referrals
• Businesses referring multiple clients can have their rewards paid to the business owner or a designated recipient. 
• We reserve the right to modify or end the program at any time, but all earned rewards will be honored.
  

• Email hello@corepoint.biz with clients' information.                
• Or have your referral mention your name when they sign up.
  

Contact us at hello@corepoint.biz

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!