Refer and Earn

At PATC, we understand that people are generally more likely to trust a referral from a colleague or friend. Whether it’s a referral for a great B&B from a recent trip, a new hobby, or a great experience from a doctor you trust, we know how important trusted referrals are. That's why we offer a referral program that rewards our clients for referring their colleagues and friends to us. We believe in building strong relationships with our clients and providing them with the best possible service.

Our goal is to create a network of satisfied clients who trust us and are confident in our abilities to meet their needs. We value their referrals and strive to exceed their expectations with every interaction. We have a simple and transparent Referral Policy, which means that we pay a referral fee for each new client that is successfully onboarded. By referring potential clients to us, individuals and businesses can earn extra income while helping their contacts access our services. Our Referral Policy ensures that the process is easy and rewarding for everyone involved.

Our Referral Policy applies to all types of accounting services we offer, including bookkeeping, tax preparation, financial planning, and business advisory services. You can refer as many clients as you want, and there is no limit to the referral fee that you can earn.

To ensure that you receive your referral fee, it is important that the referred client mentions your name and contact information when they sign up for our accounting services. Once the referred client pays their first invoice, we will issue your referral fee. If the referred client forgets to mention your name, they can still contact us and provide your information within 30 days of signing up to receive your referral fee. We appreciate your trust in our services and look forward to rewarding you for your referrals.

At PATC we take pride in delivering exceptional accounting services to our clients, and we appreciate your support in widening access to our professional services. We believe that referral fees are an excellent way to build strong relationships with our clients and reward those who refer us to their network. Thank you for considering PATC as your trusted accounting partner and for helping us grow our business through referrals.

If you have any questions about our Referral Policy or our accounting services, please don't hesitate to contact us. We would be happy to discuss any queries you may have and provide you with more information.