As a current client of the Cornerstone CPA, we’re excited to offer you an exclusive opportunity that not only recognizes your loyalty but also rewards you for helping us grow. In these times when many firms are facing capacity challenges, we see a unique chance to extend our quality services to those in need, through you.

Introducing Our Client-Exclusive Referral Program

This program is designed to reward you for each successful introduction you make to Cornerstone CPA that leads to a new client. Here’s a snapshot of what you can earn:

• $500 for each bookkeeping referral

• $250 for each business tax referral

• $100 for each personal tax referral

• 10% referral fee on all back work completed

How to Make a Referral?

To make a referral, choose any of the following easy methods:

• Start a Three-Way Conversation: Initiate an email or text conversation including us and the person you’re referring. This direct introduction allows us to seamlessly continue the conversation.

• Provide Contact Information: Simply pass along the contact details of your referral to us, and mention that you’re a current client making the referral.

• Encourage a Direct Call: Have the referred party reach out to us directly(253)470-6536. Just remind them to mention your name, so we can ensure you receive credit for the referral.

Timothy Krause

Tim Krause, COO

Cornerstone CPA

Email: [email protected]

Website: Mycornerstonecpa.com

Phone: (253) 470-6536