Refer & earn $500
Know a business that deserves better books? Get $500.
Send them our way. We’ll take great care of them — and once they become a client, we’ll send $500 cash your way as a thank-you.
Submit a referralWhy refer someone?
The best businesses find us through people like you
Most of our clients came from a friend, a client, or a fellow professional who said “you should talk to Calculated Moves.” Referrals let us skip the cold pitch and start with trust — which is why we’d rather reward you than spend that money on ads.
Owners doing their own books
Business owners burning nights and weekends in QuickBooks when they should be running the business.
Businesses flying blind
Anyone making big decisions without clean numbers, a tax plan, or a CPA who actually calls them back.
Family businesses ready to grow
Companies that have outgrown their current setup and need year-round strategy, not just a tax return in April.
The referral reward
Earn $500 for every successful referral
Know a business owner who could benefit from Calculated Moves? Refer them to us. If they become a client, we’ll thank you with a $500 referral reward — our way of rewarding the people who help us grow while helping more businesses succeed.
Submit your referral
Fill out the form below or email Donna directly to make the introduction — whichever is easier for you.
We take it from there
We reach out, learn about their business, and see if we’re a good fit. No hard sell — just a real conversation.
You get paid $500
Once they sign on as a client, $500 cash lands in your pocket. No cap on how many referrals you send.
What’s in it for you
Good for them. Good for you.
Earn $500 per successful referral
Real cash, not a gift card or a discount — paid once your referral becomes a client.
No limit on referrals
Send one or send ten. Every closed referral earns the full $500.
A simple, two-minute process
One short form is all it takes. We handle every step after that and keep you in the loop.
They land in trusted hands
Your referral gets the same four-season CPA support our clients rave about — no pressure, no hard sell.
You help a business succeed
Cleaner books, lower taxes, fewer surprises. You’ll be the person who pointed them to it.
You’ll always know where things stand
We keep you posted from introduction to signed engagement, so nothing disappears into a black hole.
Submit a referral
Two minutes, and we’ll take it from here. If they become a client, the $500 is yours.
Prefer a personal touch?
Make the introduction yourself
If you’d rather do a warm, two-way email intro, reach out to Donna directly. We’ll draft the email for you — just fill in the names and hit send, CC’ing your contact so everyone’s in the loop from the start.
Email Donna to make the introInfo@calculatedmoves.com
The shortest job description ever
You make one introduction. We handle the outreach, the conversation, and the onboarding — and keep you posted at every step until your $500 is on its way.
Questions, answered
Referral program FAQ
Anyone — clients, friends of the firm, fellow professionals, or someone who just knows a business owner who needs better books. You don’t need to be a Calculated Moves client to participate.
Family businesses and owner-operated companies that want more than a once-a-year tax return: bookkeeping, payroll, tax strategy, and a CPA team that supports them all four seasons. If you’re not sure, send them anyway — we’ll figure out fit together.
Submit the form (or email Donna to make a warm intro). We reach out personally, learn about their business, and see if we’re a good fit. If they become a client, you receive your $500 reward.
Once your referral signs on as a paying client. We’ll keep you posted along the way, so you’ll know when it’s headed your way.
Absolutely — there’s no cap. Every referral that becomes a client earns the full $500.
A business you introduced that signs on as a Calculated Moves client. It’s that simple — no fine print about minimum engagement sizes or waiting periods.
Know someone who could benefit from Calculated Moves?
Submit your referral today and earn $500 when they become a client.
Submit your referral