Referrals
Refer a business or CPA firm
Know a growing business or CPA firm that needs dependable, CPA-supervised accounting? Introduce us — we'll take it from there and keep you posted.
Referral Rewards
Bonuses are issued once the referred client is successfully onboarded. The bigger the engagement, the bigger the reward.
Personal tax client
For each referred individual who files with us.
Paid after successful onboarding
Business tax client
For each business tax engagement onboarded.
Paid after successful onboarding
Bookkeeping client
For each recurring monthly bookkeeping client.
Paid after successful onboarding
How It Works
Four simple steps from intro to reward.
Identify a referral
A friend, colleague, or business that could use our services.
Make the introduction
Email contact@remotebooks.ca with a simple intro.
Client onboarding
Once they complete onboarding, your referral becomes eligible.
Get rewarded
Your bonus is issued after successful onboarding — easy and hassle-free.
Ready to start referring?
Email us an intro — we handle the rest.
Speak with an advisor
Tell us where your books stand today. We'll map the fastest path to accurate, audit-ready financials.