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!

Online Bookkeeping Services

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

Online Bookkeeping Services

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.

CPA compiled financial statements service

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

tax compliance & tax preparation services

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

tax compliance & tax preparation services

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

Canadian Business Tax Advisory

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. 

Two gears on a black background.

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!

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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.