Spread the word.

Join our mission to foster the growth of the small business community by referring us to your contacts and earn rewards for it!

Refer a Friend

How it works

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1. Refer a contact who would benefit from our services.
Refer a friend Icon
2. Your referral becomes an official client.
Earn rewards Icon
3. You and your referral both get rewarded with a gift card worth up to $250.

How it works

Refer a friend Icon
1. Refer a contact who would benefit from our services.
We have made it simple for you to refer businesses to us.
All you have to do is provide your contact's information along with yours.

We'll then send you a confirmation email detailing  the next steps.

It's as simple as that!





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2. Your referral becomes an official client.
To ensure that you're sending the right people our way, here's what we usually look for in a client.
  • Incorporated businesses.
  • Looking to grow and hire a recurring service for their accounting/bookkeeping.
  • E-commerce, physical product based business or services business (excluding the restaurant industry)
  • Revenue of $350K (or more) so we can ensure that we are the right fit financially for them.
Earn rewards Icon
3. You and your referral both get rewarded with a gift card worth up to $250.
As a token of our gratitude for your help, we’ll offer you a reward that’s actually going to serve you well.
  • Earn a $250 Avalon gift card if your referral becomes a recurring client.
  • Earn a $100 gift card from Starbucks if your referral becomes a retainer client.
* Your referral will also get a gift card of equal value as a thank-you for choosing us.

* The gift card can be used on any of our services or products

Refer a friend

Tell us a bit about yourself and your friend, and we'll personally deliver the next steps to your inbox.

Thanks for this referral, you'll receive an email shortly!
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Frequently Asked Questions

Who can I refer?
How can I refer someone? 
What is the reward for a successful referral?
Is there a maximum number of people I can refer? 
When will I receive my reward?
Why are rewards different based on the type of client I bring in?
How can I use the Avalon gift card?
What is the criteria for an eligible referral?
Do I have to use the contact form to make a referral?