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Our Referral Program

Because good people know good people introduce someone you trust to a team that will take great care of them. Our referral program makes the process simple for you and helpful for the person you send our way.

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How It Works

Affinity Accounting Referral Program

The Affinity Accounting Referral Program gives you a simple way to connect people you know with a team that puts clarity and communication first. When you send an introduction, we make sure your referral gets the same level of service and care that you would want for yourself.

We work with individuals, families, and founder-led service businesses that need better support with tax planning and monthly accounting. Our team explains everything in plain language, keeps clients informed all year, and provides the structure and confidence people need to make smart financial decisions.

When you refer someone, your relationship with them stays front and center. We keep the experience friendly, respectful, and professional from the first email to the final decision.

How Our Referral Program Works

We keep this program easy so you always know exactly what to do and what to expect.

#1

Make a quick introduction

Send a short email connecting Victoria and your referral. This gives us the context we need to start the conversation.

#2

Use optional wording

If you want help with the intro, here is language you can copy and paste:

“Hi both, I wanted to connect you. They are who we recommend for tax planning and monthly accounting. I thought this might be a helpful conversation. I will let you take it from here.”

#3

We take it from here

Once the introduction is made, your part is complete. We follow up, schedule a call, learn about their needs, and explain how we help.

#4

You receive $500 once they become a client

If your referral signs on for services, we send you $500 as a thank you for connecting us.

How Our Referral Program Works

We keep this program easy so you always know exactly what to do and what to expect.

Make a quick introduction

Send a short email connecting Victoria and your referral. This gives us the context we need to start the conversation.

#1

Clear Proposal

If it is a good fit, we send a simple plan outlining what we will handle, how we work, and next steps.

#3

#2

Discovery Call

We meet with your referral, answer questions, and learn what they are looking for.

#2

Discovery Call

We meet with your referral, answer questions, and learn what they are looking for.

Clear Proposal

If it is a good fit, we send a simple plan outlining what we will handle, how we work, and next steps.

#3

#4

You Receive Your Referral Reward

Once your referral officially becomes a client, we send you $500.

Frequently Asked Questions

How does the Referral Program work?

Our referral program is designed to be simple. All you need to do is make an email introduction between the person you’re referring and Victoria at Affinity Accounting. Once you send the intro, you’re done. Our team takes it from there, handles the follow-up, schedules a conversation, and guides the referral through next steps. If they become a client, you receive $500 as a thank-you.

All you need to do is send a short email that connects the person you are referring with Victoria. That introduction gives everyone the context they need and helps the conversation begin smoothly. After that, we take care of the rest.

Yes. Here is a simple option you can copy and paste:
“Hi both, I wanted to connect you. Affinity Accounting is who we recommend for tax planning and monthly accounting. I thought this might be a helpful conversation. I will let you take it from here.”
You are welcome to adjust the wording so it sounds like you.

You receive 500 dollars for every referral who becomes a client. There is no limit on how many people you can refer. If they join us, you receive 500 dollars.

Our best fit is a founder-led, privately held service business with fewer than 50 employees. This includes companies in marketing, consulting, communications, and other B2B professional services. Many operate with a lean or nonexistent in-house finance team and are looking for better financial visibility and tax support.
Any business in the United States is applicable.

You can reach us at info@affinitymke.com
or by calling 414 533 8100.

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