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Your Bird Moment of Zen

Yellowbird Accounting Client Referral Program

How to get $600/off of your accounting bill each calendar year

Referral Eligibility

All current clients of Yellowbird Accounting are eligible to participate in the referral program.

How to Refer

Clients can refer new clients by providing them with a unique referral code or referral link. The new clients must mention the referral code or use the referral link when signing up for Yellowbird Accounting services.

Referral Rewards

For each successful referral, both the referring client and the new client will receive rewards. The rewards structure is as follows:

  • a. Referring Client:
    – $100 credit towards their next invoice for every successful referral.
    – For every 5 successful referrals, an additional $100 bonus credit, making it a total of $600 credit/per calendar year.
  • b. New Client:
    – $50 credit towards their first invoice.

Reward Conditions

A referral will be considered successful if:

  • a. The new client signs up for Yellowbird Accounting services using the referral code or referral link provided.
  • b. The new client is not a previous client of Yellowbird Accounting.
  • c. The new client has paid their first invoice.

Reward Redemption

The referral rewards will be credited to both the referring client and the new client’s accounts within 30 days after the new client’s first invoice has been paid.

Program Duration

This referral program will be ongoing, with occasional promotions offering increased rewards for limited time periods.

Referral Tracking and Communication

Yellowbird Accounting will provide a referral dashboard for clients to track their referrals and rewards. The dashboard will show the status of each referral and the total rewards earned. Clients will also receive email notifications for successful referrals and when their rewards have been credited.

Promotion

Yellowbird Accounting will provide marketing materials such as email templates, social media posts, and banners to help clients promote the referral program to their network.

Terms and Conditions

Yellowbird Accounting reserves the right to modify, suspend or terminate the referral program at any time. Clients are responsible for any tax implications related to their referral rewards.

By participating in Yellowbird Accounting’s Client Referral Program, clients agree to abide by the program’s terms and conditions.

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What Our Clients Say About Us

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Brad H.


Jessica literally saved our business!

I founded a nonprofit company (trektoteach.org), we started off small but grew pretty quickly. When starting off, I simply hooked up my quickbooks account to my cards and bank account. Thought it would account for itself. Ha, what a mistake...

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Brook D.


Jessica is the best! She's helped untangle and keep up with our complex books. We have many accounts, more than several business cards, loans/interest, grants, shes helped issuing W9's and beyond. She always has your best interest in mind and works with you to come up with simple solutions to keep your books in order. Highly recommended!

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Richard T.


Jessica cares the most is diligent and accurate. After 10 years of bad books, I finally found the one that could help. I came to Jessica and needed a lot of help. She met me for coffee and looked at what was going on in my business and it was terrible. It's been a few months now and she has transformed my AP/AR processes, got my PL and Balance Sheets current and always has a smile while doing it. Thanks Jessica! I would highly recommend her for any accounting needs.

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