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Refer them and you earn one month's fee. They get their first month free. The conditions are on this page rather than in a footnote, because there are only a few of them and none are a trap.
Send them the site, or send us their name — whichever is less awkward. There is no code to remember and no link to track.
There's a "who referred you?" line on the contact form. That's the whole mechanism. If they forget, tell us and we'll match it up.
The reward lands after two paid months, not on signature. A referral that signs up and leaves in week three hasn't helped you or us.
Three different situations, three different rewards. A service credit is worth nothing to somebody who isn't a client, and cash is the wrong thing to offer an accountant.
You already know what the monthly rhythm is worth, which makes the recommendation land differently than any advertising we could buy. Credit lands on your account once they have paid for two months — there is no cap on how many times this can happen.
Commercial lenders, business lawyers and insurance brokers see disorganized books constantly and have nowhere useful to point. Cash rather than credit here, since you aren't a client and a service credit would be worth nothing to you.
No cash, and that is deliberate. A referral fee creates a disclosure obligation for you and turns a professional relationship into a commission arrangement. What is actually useful is that the files you receive at year-end arrive reconciled, and that our clients who need tax planning, assurance or advisory work get sent to somebody we have actually spoken to. We do not compete with you: we do not perform audit or review engagements, and we will not take work that belongs with a CPA.
A referral program with fine print nobody reads is a program nobody trusts. This is the entire list — there is no separate terms document.
Whatever the business you referred is paying us monthly. Refer a $500/month client and that's $500. Refer a $1,300/month client and that's $1,300. It scales with the size of what you sent, because a larger referral is genuinely worth more to us.
Because a reward paid on signature rewards getting somebody to sign, and what we actually want is businesses that stay. Two months is long enough to know it's a real fit and short enough that you aren't waiting half a year.
Yes, and there's no cap. Several clients referring one business each is the single healthiest way this practice can grow.
Because taking a referral fee would create a disclosure obligation for you, and it would reframe a professional relationship as a commission arrangement — which is worth considerably less to both of us than the relationship. Instead the client you send gets their cleanup done free, and our clients who need tax planning or assurance work get referred to you. We do not perform audit or review engagements and we won't take work that belongs with a CPA.
Then nothing happens, and there's no cost to you either way. We won't chase them, and we won't use your name for anything beyond the introduction.
Yes. We say plainly that you sent them, because a referral that arrives as a surprise cold call helps nobody. Nothing here happens behind anyone's back.
Anything not covered here, email matt@newhouseandassociates.co and ask. Or read what we actually do before you put your name to it — that's the sensible order.
Send them our way, or send us their name. Either works.