Referrals
Count Me In!
Earn $150 for Every Business You Refer.
Know a business that could use reliable, organized bookkeeping support?
Folio works with service-based businesses like coffee shops, nonprofits, and other community-focused teams—and when you refer someone to us, we’ll thank you with up to $150.
Here’s how it works:
🔹 Refer a business to Folio.
🔹 If they sign on for monthly bookkeeping services and stay for at least 90 days, you’ll earn $150.
🔹 You can choose to receive a $150 discount on your invoice or a gift card.
Even if the business only needs a clean-up or catch-up project, you’ll still earn $50 after it’s complete.
If they upgrade to recurring services within 60 days, and remain active for 90 days, we’ll send you the remaining $100.
To qualify, referrals must be submitted within 30 days of their start date.Just ask them to mention your name, or email Christine directly at [email protected].
We believe in transparency, integrity, and helping small businesses grow—together.
Qualifications
To qualify for the referral reward, the referred business must sign on for monthly bookkeeping services and remain an active client for a minimum of 90 days, with the intention of ongoing support.
Referrals for clean-up or catch-up projects qualify for a $50 reward once the service is paid in full. If that client upgrades to monthly services within 60 days of completing their clean-up, and stays active for at least 90 days, the referrer will receive the remaining $100.
All referrals must be submitted or claimed within 30 days of the new client’s start date, either by the referred client mentioning your name or by emailing [email protected] directly.
Referral Reward
Referral rewards are given as a discount on your Folio invoice or a digital gift card delivered—your choice.
Non-clients will receive the gift card option.
All rewards are issued after the qualifying period is met and sent directly to the referrer’s email.
