Referral Program
Thank you for the continued trust you have put in Open Book CA. Our ongoing success relies on the loyalty and support of customers like you. This referral program is our unique way of extending our gratitude.
What is the Open Book referral program?
Refer us to a friend.
To benefit from this referral program, you must be an ongoing* bookkeeping client. When a client fills in our “Intake Questionnaire” form for ongoing* bookkeeping services, there will be a section for them to input your name as a referral.
Save some money.
If the client signs up for ongoing* bookkeeping services with Open Book CA, you will receive 10% off your services. The discount will be applied to the upcoming services. No refunds of past payments will be provided, only future services. The maximum of clients you can add to your referral program is 5, which equals 50% off your ongoing* services.
If a client under your referral program decides to cancel, the 10% discount will be removed from your upcoming services.
Be up to date.
On your ongoing* bookkeeping services invoices, we will add the number of clients under your referral program. This will ensure you understand the discount provided to you on your invoices.
*Ongoing bookkeeping services mean monthly or quarterly bookkeeping services. This can include general bookkeeping, payroll, or GST/HST services.
What People Are Saying
“Roxanne is very knowledgeable when it comes to bookkeeping. She takes the time to review entries made by our business to ensure they are properly classified and even presents other options to business owners that help better interpret data vital to business decisions.”
— Sierra L.
“Working with Roxanne has been great! She is knowledgeable, organized and very friendly. She has taken our business from 0-100. Thank you!”
— Marykate B.
"Roxanne is the sweetest and most organized person ever! I would 110% recommend going to her for anything related to your business. She's professional, knowledgeable, and kind. I loved working with her and will hire her again for any help I need."