Referral Partner Program
Your clients ask you for bookkeeping recommendations. Now you have a trusted partner to send them to.
Your Clients Need a Bookkeeper. You Should Know One.
It happens all the time. A client mentions their books are a mess, or they need help getting QuickBooks set up, or they're looking for someone to handle their monthly financials. They trust you enough to ask for a recommendation.
The problem is finding someone reliable to refer them to. You don't want to send a contact to a bookkeeper who drops the ball — that reflects on you. With Steph's Books, you have a trusted partner you can recommend confidently, every time.
How It Works
The simplest partner program you'll ever join. No paperwork. No commitments.
Refer Someone
When a client, colleague, or contact mentions they need bookkeeping help, send them our way. A simple introduction is all it takes.
We Take Care of Them
Our team handles onboarding, QuickBooks setup, and monthly bookkeeping. Your referral gets the same professional service we give every client.
Everyone Wins
Your contact gets clean books. You look great for the recommendation. And you have a reliable partner for every future referral.
Why Professionals Refer to Us
A reliable bookkeeping partner that makes you look good.
Refer With Confidence
We're certified QuickBooks ProAdvisors with 30+ years of experience. Your referrals are in good hands — and that reflects well on you.
No Awkward Follow-Up
We respond to every referral within one business day and keep you informed. You won't have to wonder if your contact was taken care of.
Simple Process
No paperwork, no contracts, no commitments. Just introduce us when someone needs help. We handle everything from there.
Be the Hero
When you connect someone with a great bookkeeper, they remember. Solving a pain point like messy books builds goodwill that lasts.
Who Partners With Us
If you work with small business owners, you're a great fit for our referral program.
Become a Referral Partner
Tell us about yourself and we'll reach out within one business day. No obligations — just a conversation about how we can help each other.
Be the person who knows a great bookkeeper
Join our referral program and give your contacts a trusted bookkeeping partner they'll thank you for.