Refer a business, and get free 1 month bookkeeping

Running a small business is no easy feat. Want to help a small business owner
get the support they need? Refer them to PocketBooks, and we’ll do a month of free bookkeeping—and show them how up-to-date financials can help their business grow.

Referral rewards available exclusively for PocketBooks clients.

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Here’s how it works

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Let other small business owners know how PocketBooks can offer support by sharing your unique referral link via email, social media, or text message

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When someone you refer signs up, they get a free month of bookkeeping. If they become a client, they’ll get an additional month of bookkeeping.

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After your referral becomes a PocketBooks client, You will receive a one month free Bookkeeping.

Frequently Asked Questions

There’s no limit to how many small business owners within your network you refer. You’ll receive one free month of bookkeeping for each referral that becomes a PocketBooks client.

As a PocketBooks client, you’ll have a custom link that we’ve created for you and can be found on the Referral Reward page within the PocketBooks platform. This link is unique to you – copy and paste it anywhere to tell your friends about PocketBooks. When someone clicks on your link and becomes a PocketBooks client, we’ll know to credit you with your one free month of Bookkeeping.

Yes. If you’re not currently a PocketBooks client, we extremely appreciate any businesses you refer to PocketBooks but we can only provide one free month of Bookkeeping as a referral reward for existing PocketBooks clients.

Looking to become a PocketBooks client? Start a free trial today!

Start sharing

Get your unique referral link now and share it with other business owners to
start earning referral rewards from PocketBooks

Referral rewards available exclusively for PocketBooks clients