Know a contractor who deserves a better accountant?
Good accountants get found by word of mouth. If you refer a fellow contractor and they join, we say thank you properly — a credit for you, and a discount for them. Here's exactly how it works, with the terms in plain English.
You both benefit
No vouchers, no gimmicks — just a fair thank-you applied straight to your accounts.
Refer as many contractors as you like — there's no cap on the number of months you can earn.
Three simple steps
We've kept this deliberately clean and GDPR-friendly — we never cold-email the people you refer.
Tell us you'd like to refer
Pop your details in the form below and we'll send you a short, friendly message you can forward to any contractor you think we'd suit — along with your name as the referrer.
Your contact gets in touch
When they're ready, they get in touch themselves and simply mention your name in the "Referred by" box. They stay in control of their own data — we only hear from them if they choose to reach out.
You both get rewarded
Once they've onboarded and paid their first month, their 50%-off-first-month discount is already applied, and we credit a month of your fee to your account. We'll email you to confirm.
Refer a fellow contractor
Leave your details and we'll send you everything you need to make an introduction — including your referrer name so your contact can credit you when they join. We'll never contact anyone you mention without them reaching out to us first.
Scheme terms
Short, clear, and worth a read before you refer.
Who can refer. Anyone — waitlist members, future clients, or contractors who simply know someone we'd suit. You don't have to be a client yourself to refer.
When rewards apply. The referred contractor must become a paying client on one of our packages and complete their first paid month. At that point a 50% discount on their first month applies, and one month of the referrer's fee is credited to the referrer's account.
Credit, not cash. Referrer rewards are applied as account credit against future fees. They have no cash value and can't be exchanged for cash. If you're not yet a client, we'll hold your credit ready for when you join, or arrange an equivalent thank-you.
Acceptance is never automatic. As an ICAEW-registered firm we carry out identity and anti-money-laundering checks before accepting any client, and only take on work we are able to act on. A referral is an introduction, not a guarantee of engagement.
Your contact's privacy comes first. We don't cold-contact anyone you refer. Introductions are made by you; the person you refer only becomes a contact of ours if they choose to get in touch. Please don't submit other people's personal details through our forms.
Fair use. The scheme is for genuine referrals. We may update or withdraw it at any time, but we'll always honour referrals already under way. If a referred client cancels within their first three months, we reserve the right to adjust rewards accordingly.
Not a client yet yourself?
Book a free 30-minute discovery call to get started — then refer away.
Book a call →