Advocate Program | Refer a Business Owner, Earn Rewards | By the Books Consulting
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Advocate Program

Know A Business Owner Who Could Use Peace, Ease, And Clarity With Their Finances And Taxes?

Tell us who they are. If they become a client, we'll thank you for it — in cash or account credit, your choice. It's that simple.

How It Works

Three steps. Zero friction.

You make one introduction. We take it from there — and make sure you're rewarded when it counts.

i.

Tell Us Who They Are

Fill out the short referral form below. Takes about two minutes — no login, no paperwork.

ii.

We Take It From There

We reach out to your referral with care, have a conversation, and see if we're the right fit for them.

iii.

You Get Rewarded When They Become A Client

Cash or account credit — your choice. Paid within 30 days of their first payment clearing.

What You Earn

Two tracks. Both rewarded.

Rewards depend on what the referral closes into. Our Flagship engagements pay tiered cash or credit rewards; standalone tax preparation referrals earn a flat account credit.

★ Featured Track

Flagship Referral Rewards

Applies when your referral becomes a Tax Season Peace of Mind Intensive or Financial Clarity & Legacy Partnership client.

Tier Referrals Closed This Year Your Reward
Tier 1 1st closed referral $250Cash or Credit
Tier 2 2nd & 3rd closed referrals $350Cash or Credit
Tier 3 4th referral and beyond $500Cash or Credit
Tier count resets January 1 each year. You choose cash or account credit at the time of each payout.

Refer four clients, earn $1,450.

The Flagship track is built to grow with you. The more business owners you connect with BTB, the more each referral is worth — with no cap on how many you can refer.

Worth Knowing

Only one reward is paid per closed engagement, going to whoever submitted that referral first. Payout is issued within 30 days of the referred client's first payment clearing — not at signing.

Cash rewards of $600+ in a calendar year require a W-9. Full details are in the Program Terms.

Tax Prep Track

Standalone Tax Preparation Referrals

When your referral closes into standalone individual tax preparation (not bundled into an Intensive), a flat account credit is earned. This track does not scale and does not count toward Flagship tier progression.

$35 Account Credit
Submit A Referral

Make the introduction. We'll handle the rest.

Takes about two minutes. No login required, and no limit on how many referrals you can submit.

  • i.
    No Application Needed Submit a referral and you're in. There's nothing to sign up for first.
  • ii.
    Your Referral's Privacy Is Protected We only reach out to people who've been given a heads-up you might refer them.
  • iii.
    Pay Only On Close Your reward is earned the moment they sign and their first payment clears. Simple.

Want the fine print? Read the full Program Terms — they're short, plain-language, and worth knowing before you submit a referral. Questions? Reach us at [email protected].