TRUEBOOKS CLIENT REFERRAL PROGRAM
Refer a client.
Get $500.
You already know what it is like to have a proactive tax team in your corner. If you know an investor, entrepreneur, business owner, or high-income professional who could benefit from the same support, introduce them to TrueBooks CPA.
When someone you refer becomes a qualifying TrueBooks client, we give you $500.
Rewards are issued after the referred client signs, pays for, and completes the requirements of a qualifying engagement. Program terms apply.
WHY REFER SOMEONE?
Help someone you care about get ahead of their taxes.
Many people do not realize they have outgrown a once-a-year relationship with their accountant until they are surprised by a large tax bill, miss a planning opportunity, or struggle to get answers.
A referral to TrueBooks can give someone access to the same proactive planning, specialized guidance, and responsive support you already receive as a client.
1
They need a more proactive CPA
2
Their finances are becoming more complex
They own rental properties, operate a business, earn significant W-2 income, manage multiple entities, or have several sources of income.
3
They are tired of tax surprises
They want greater clarity around estimated payments, future tax liability, major purchases, business decisions, or real estate investments.
4
You trust TrueBooks to help
You have already experienced the TrueBooks approach and believe someone you know may benefit from having the same team in their corner.
You do not need to explain tax strategies or recommend a specific service. Simply make the introduction, and the TrueBooks team will take it from there.
HOW THE REFERRAL PROCESS WORKS
STEP 1
1. Make the introduction
Submit your friend’s information after receiving their permission.
STEP 1
2. TrueBooks contacts them
The TrueBooks team will learn about their situation and determine whether the firm is a good fit.
STEP 3
3. You receive $500
Once they become a qualifying client, you receive your $500 referral reward.
MAKE AN INTRODUCTION
Who comes to mind?
Think of a friend, family member, colleague, or business contact who may benefit from proactive tax planning, specialized tax preparation, or dependable accounting support.
You do not need to know exactly which TrueBooks service they need. Our team will help them determine the right next step.
Privacy Note: Please only submit someone’s contact information after receiving their permission for TrueBooks to contact them.
FREQUENTLY ASKED QUESTIONS
Referral Program Details
When do I receive the $500?
You receive the referral reward after your friend becomes a qualifying TrueBooks client, completes the required payment, and passes any applicable cancellation or refund period.
Can I refer more than one person?
Yes. Existing TrueBooks clients may refer multiple people. Each referral must independently meet the program requirements.