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CHANGING TIMES BOOKKEEPING • BOOKKEEPING CLARITY FOR BUSY SMALL BUSINESS OWNERS • VIRTUAL SERVICES VIA ZOOM • CALL US AT 239-910-1590 • CALL NOW

Brand logo for Changing Times Bookkeeping with a clock, calculator, and financial documents, landscape layout.

Changing Times Referral Program

Grow your business while helping peers achieve fiscal clarity. Our referral program rewards you for connecting us with firms ready to scale through professional bookkeeping.

How It Works

01

Share

Spread the word about Changing Times Bookkeeping to fellow business owners who need clarity.

02

Connect

Submit their details through our form, and our expert team will reach out for a strategy session.

03

Earn

Once they sign up for a plan, you receive your reward and they get their sign-on benefit.

Referral Incentives

Benefits for You

Invoice Credits

Receive a $100 credit toward your next month of services for every successful referral that signs a contract.

Annual Bonus

Refer three clients in a single calendar year and receive a premium strategic scaling session at no additional cost.

For those you refer

Onboarding Discount

Referred clients receive 20% off their first three months of virtual bookkeeping services to ensure a smooth start.

Free Strategy Session

New clients get a complimentary one-hour consultation to align their bookkeeping with long-term scaling goals.

Submit a Referral

Help another small business succeed while earning rewards for your growth. Fill out the secure form below to refer a contact to our bookkeeping experts.

Common Questions

Find all the details regarding our Referral Program terms, rewards, and process.

Who is eligible to participate in the program?

The program is open to all current and past clients of Changing Times Bookkeeping, as well as professional partners within our network.

When do I receive my referral incentive?

Incentives are processed within 30 days once your referred client signs a service agreement and pays their first month's invoice.

Is there a limit to how many clients I can refer?

Absolutely not. We value every partner who helps us grow and welcome as many quality referrals as you can provide.

How does the credit for new clients work?

New clients referred through this program receive a one-time onboarding credit applied to their second month of service.

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