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Referrals
Refer a Friend
We love referrals — honestly, they’re how a firm like ours grows. The best compliment a client can give us is sending a friend, a family member, or a fellow business owner our way, and we don’t take that lightly.
If someone you know could use a bookkeeper or tax preparer who quotes one fixed fee in writing — no hourly meter, no surprise bill — send them our way. When they become a client, we’ll thank you both.
Tax clients
You get $25, they get $25
you $25 · they save $25
When someone you refer books and pays for their first tax return with Skyline, you receive a $25 credit toward your next Skyline service — and they get $25 off their first return.
Individual returns start at $225, so your friend’s first return can start at $200. E-file is included, just like every Skyline return.
Business clients
Refer a business, get a $100 credit
you $100 credit
Know a business owner who’s behind on the books, or paying too much for too little? If a business you refer signs up for monthly bookkeeping, you receive a $100 credit to your account once their first month is paid.
They get what every Skyline client gets: clean books, statements by the 15th, and one fixed monthly fee agreed in writing.
How to refer
It takes about a minute. Either way works — pick whichever is easier.
- 1
Send us their name. Call (774) 327-0188 or email john@skylinebookkeeping.net with your name and your referral’s name and contact information. We’ll reach out, mention you sent us, and give them a free written quote.
- 2
Or just tell them to mention your name. If the person you refer reaches out on their own, all they have to do is say who sent them when they get in touch — we’ll connect the referral to you.
- 3
We thank you both. Once your referral books and pays for their first return — or their business’s first month of bookkeeping is paid — your credit lands on your account, and so does theirs where it applies.
What your referral gets
Your referral can use any of the services Skyline actually offers — each one at a fixed fee quoted in writing before work begins:
- Monthly bookkeeping
- QuickBooks setup and cleanup
- Business and individual tax returns
- Estate & trust tax returns
- Tax planning
- Payroll support
- Certified payroll reporting
- 1099 filing
- Sales tax filings
- S-corp elections and entity setup
- New business setup
- US international tax compliance (FBAR, Form 5472)
- Cost segregation studies
- Catch-up and prior-year returns
Ready when you are
Thinking of someone already? Send us their name today — or send them to our quote form and remind them to mention yours.
The fine print: Credits apply to your next invoice. One credit per new client referred. The person you refer must be a new Skyline client. Credits have no cash value and cannot be combined with other offers. Skyline Bookkeeping, LLC may change or end this program at any time.