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refer a business

Intuit QuickBooks ProAdvisor
Accounting Photo
96% of our clients are
referred by their CPA!

Triple Pay Referral Rewards as easy as 1 2 3!

Our Ideal Client:

Any service business that has 3 or more employees, needs a bookkeeper, is frustrated with managing the books and daily financial chores, or struggles getting their books ready for taxes.  Our clients tend to have an annual revenue of $1 million to $20 million.

Common Situations where a business might consider Paisley:

  • Dissatisfied with current bookkeeper
  • Concerned about Fraud and/or Theft
  • Need a bookkeeper with advanced accounting knowledge
  • Considering outsourcing the bookkeeping function
  • Wants to be relieved of the burden of managing the books

Target Market:

Health & wellness Practices • Professionals • Virtual Businesses
Solo-preneurs • Contractors • Tradesmen • Consumer & Business Services

We Make it Easy to refer us:

You may forward contact information via email, website, telephone or social media

Or, pass along a business card from our marketing kit

Or, forward our e-newsletter

How we handle your referral:

  1. Paisley will immediately provide the requested information and propose a brief exploratory meeting where the referral can ask questions and get to know us.
  2. We will ask the referral if they would like you to attend the meeting.
  3. We will periodically update you on the status of the referral.

Rewards:

Thank you for thinking of us! 

Expect a thank you gift to arrive by email for all leads. Earn a $25 gift card.
(Tip:  Earn your reward immediately by sending us the contact information)

Job well done reward! (Help us get a meeting) 

If we meet with your referral, expect another thank you gift to be sent to you. Earn a $25 gift card.
(Tip:  Offer to setup a meeting or telephone introduction)

Unlimited Referral Reward! 

If your referral hires Paisley you will receive another $50 gift card now and each year they renew the service agreement!
(Tip:  Offer to attend the introductory meeting)