Client Loyalty Program

Know someone who needs this? Get rewarded for the introduction.

When someone you refer becomes a client, you get 10% off your own monthly invoice for 3 months. No contingent fees, no hidden math — just a thank-you for trusting me with people you know.

How it works

Three steps, no forms to track yourself

This is a simple thank-you between us, not a formal affiliate system. Here's exactly how it plays out.

STEP 1
You refer someone
Introduce a friend, colleague, or fellow founder by email or WhatsApp, or have them mention your name when they book a call.
STEP 2
They sign on
If they become a client with a recurring engagement of at least 3 months (bookkeeping, Interim CFO, or Backoffice as a Service), the referral qualifies.
STEP 3
You get 10% off
Your next 3 monthly invoices are reduced by 10%. No need to track anything yourself, I'll apply it once the referred client is active.
The reward
10% off, for 3 months, per successful referral

Refer more than one person? Discounts can stack across active referrals, up to a combined maximum in any given billing month.

10%
off your invoice, 3 months per referral · max 30% combined
A quick word on how this works
This is a client loyalty and referral program, not a contingent fee arrangement. The discount applies to your own invoice as a thank-you for the introduction — it's never calculated as a percentage of another client's fees, and it has no bearing on the independence or accuracy of any work delivered to the person you referred. Full terms are available on request.
The fine print

Eligibility & terms

Ready to refer someone?

Send me a quick note with who they are and I'll take it from there.

Refer someone