Refer a Friend and Save on Future
Accountancy Fees
Know someone who needs help with a tax return, bookkeeping, payroll, VAT, company accounts or tax advice? When they become a new client and complete a qualifying service, you may both receive account credit towards future services, in accordance with our Referral Terms & Conditions.
A Fair Reward For Both Of You
No cash payments
Rewards are applied as account credit only.
Account credit only
Credit is held on your account for future services.
New clients only
Your friend must be a brand-new client.
No obligation
There is no pressure for your friend to sign up.
Unlimited referrals
Refer as many friends as you like.
Credits applied after work is completed and paid for
Credit is released once the invoice is settled in full.
Three simple steps to earn credit
No complicated sign-up. No tracking codes. Just refer, and when they join — you both earn account credit.
Refer Someone
Submit their details using the referral form.
They Become A Client
Your friend signs up for an eligible service and pays their invoice.
You Both Receive Credit
Account credit is applied to both accounts once the qualifying work has been completed and paid for in full.
Refer A Friend Reward
Reward amount depends on the service purchased — so the reward stays fair and sustainable for everyone.
Typical reward range:
- Self Assessment Tax Return£25 typical credit
- Landlord Tax Return£50 typical credit
- Company Accounts£100 typical credit
- Bookkeeping & Monthly Packages£100 typical credit
*Reward values are indicative and not guaranteed. Account credit may be issued to both referrer and referred friend once the qualifying work is completed and paid for in full, subject to our Referral Terms & Conditions.
Recent Examples
A quick look at how the reward typically scales with the service your friend takes up. Figures below are indicative, not guaranteed.
Friend required a Self Assessment Tax Return.
Up to £25 account credit each.
Friend required Company Accounts and Corporation Tax.
Up to £100 account credit each.
Friend joined a bookkeeping and VAT package.
Up to £100 account credit each.
Why Refer Accountant Bookkeeping Ltd?
Clients refer us because they trust the service. Here's what your friend can expect.
Submit Your Referral
Fill in your details and your friend's details below. We'll contact them to discuss their requirements. If they become a client and complete a qualifying service, any applicable referral account credit may be applied in accordance with our Referral Terms & Conditions.
Referral scheme questions
Everything you need to know about referring a friend to Accountant Bookkeeping Ltd.
Referral scheme — the small print
Important Information
- Referral must be a new client
- Account credit is not transferable
- Account credit cannot be exchanged for cash
- Referral reward applies after invoice payment
- Same-household referrals are excluded
- Accountant Bookkeeping Ltd reserves the right to amend the scheme
- Any reward is applied as account credit only — not a cash payment — and may be issued to both the referrer and the referred friend where all qualifying conditions are met.
- A referral may qualify once the referred client has signed up for a qualifying service, the work is completed, and the invoice is paid in full.
- There is no limit to the number of friends you can refer. Each successful referral may earn further account credit.
- Account credit can be used towards any future service — tax returns, bookkeeping, VAT, payroll, or advisory work.
- The reward amount depends on the service purchased and typically ranges from £25 up to £100 per referral — this is not guaranteed.
- The referred friend must be a new client who has not previously used our services.
- Self-referrals or referrals within the same household are not eligible.
- We reserve the right to amend or withdraw this scheme at any time. Referrals already submitted will be assessed under the terms in place at the time of submission.
Read the full Referral Terms & Conditions.