LedgerLogic’s
Referral Program
Do you know any incorporated businesses looking for accounting and tax services?
Refer them to us and earn up to CAD $2,000 in cash!
Even better, your referral gets their first month of services for FREE!

Referral Program Overview & Guidelines
Cash Reward Eligibility
- For Ongoing Monthly Services Only: Our referral program rewards you for connecting us with new clients who sign up for services charged on an ongoing monthly basis, such as bookkeeping, compilations/corporate tax, payroll, or CFO services. This program is designed to foster long-term relationships rather than one-off services.
- Reward Structure: Earn a cash reward equivalent to the lower value of one month of the referred client’s service fees or CAD $2,000. The referred client also gets their first month of service for free. This generous reward is our way of saying thank you for bringing us clients who are a good fit for our specialized services.
- Payment Conditions: The cash reward is payable only after the referred client completes two months of service with us. Should they cancel before this period, the referral fee will not be awarded.
- Minimum Contract Value: To qualify for a referral reward, the annual contract value of the referred client must exceed CAD $3,500.
Referral Reward Distribution
- Rewards are issued based on the total value of the contract signed by the referred client, structured as follows:
- Contracts with an annual value exceeding CAD $3,500 are eligible for referral rewards, with the exact reward amount determined by the lower of one month of service fees or a maximum of CAD $2,000.
- Timing for Rewards: Eligible rewards are distributed after the successful completion of two months of ongoing service by the referred client, ensuring a commitment to our partnership.
No Cap on Referrals
- Unlimited Potential: You’re encouraged to refer as many businesses or individuals as you’re connected with. Our program imposes no limits on the number of referrals you can make, though a single reward applies per referred client.
Terms & Conditions
Successful Referral Criteria:
- Mutual Fit: The referral must align with our services and be in the best interest of both LedgerLogic Ltd. and the potential new client.
- Minimum Contract Requirement: Only referrals leading to contracts with an annual value greater than CAD $3,500 are considered eligible for rewards.
- One-Time Reward: A referral reward is issued for the initial contract only. Additional services or renewals in subsequent years do not qualify for further rewards.
- Referral Process: To participate, individuals must submit a referral through the designated form, adhering to our outlined process for eligibility.
- Exclusions: Referrals are not valid if the client is current or past, or if there’s an ownership association with the referrer. Referral rewards only apply to fees paid on monthly recurring services and exclude initial set-up fees as well as one-time services. Also, referrals made before April 1, 2024, are not eligible for rewards.
Join Our Canadian Accounting Referral Program
Join our referral program where everyone wins: you earn cash for each referral, and your connections receive exceptional tax and accounting services in return as well as their first month of service for FREE. It’s a win-win, rewarding you for spreading the word and offering your referrals the top-notch support they deserve. Get started today and watch the rewards roll in!
Refer incorporated business clients looking for monthly recurring services to us and receive the lowest of:
- Fees for the first month of subscription
- CAD $2,000
On top of that, your referral also gets their first month of recurring services for FREE!
Services Offered as Part of Our Referral Program

Stay on top of your finances effortlessly with your own dedicated bookkeeper. We handle the numbers, so you can focus on growing your business confidently.

Gain a crystal-clear financial snapshot through our compiled statements. We meticulously organize your financial data to enhance informed decision-making.

Navigate tax requirements smoothly. Our tax experts ensure you meet obligations while optimizing your tax obligations. We’ve got your tax concerns covered.

Gain access to financial guidance and strategic planning. Let our services enable you to make informed decisions and drive sustainable growth.

Make payroll a breeze with our friendly online service! Your team gets paid on time, effortlessly. Say goodbye to payroll stress and hello to more free time.

Elevate your accounting with expert Xero software support. We streamline your financial processes, ensuring seamless integration and ongoing assistance.
Interested in Participating in the Referral Program? Contact Us Now!
Frequently Asked Questions
What services qualify for the referral program?
Our referral program is exclusively designed for services charged on an ongoing monthly basis, such as bookkeeping, compilations/corporate tax, payroll, or CFO services. Referrals for one-time services do not qualify under this program.
How much can I earn for referring a new client?
You can earn a cash reward equal to the lesser of one month of the referred client’s service fees or CAD $2,000. The total annual value of the client’s contract must exceed CAD $3,500 to qualify.
When will I receive my referral reward?
The referral reward is payable after the new client completes two months of service. If the client cancels their services before completing two months, the referral fee is not payable.
Is there a limit to how many clients I can refer?
No, there is no limit to the number of businesses or individuals you can refer. Our program allows you to earn a reward for each eligible referral, with no cap on the total rewards you can accumulate.
What are the criteria for a successful referral?
A successful referral requires that:
- The referred client signs up for ongoing monthly services with a total annual contract value greater than CAD $3,500.
- The referral is a good fit for both the client and LedgerLogic Ltd.
- The referral form is completed and submitted prior to the referral.
- The referred client is not a current or past client of LedgerLogic Ltd. and is not associated through ownership with the referrer.
- Referrals made before April 1, 2024, are not eligible.
Do referral rewards apply to one-time services or additional services purchased by the referred client?
No, referral rewards are issued for the initial contract of ongoing monthly services only. Initial set-up fees, one-time services, additional services purchased later, or renewals in subsequent years do not qualify for further rewards.
What happens if the client cancels their service before two months?
If the referred client cancels their services before completing the initial two months, the referral fee is not payable. Our referral rewards are designed to encourage and reward the establishment of lasting client relationships.