Refer a Friend

Refer a Friend & Get a Discount on Services

Unlock discounts with Rooshock Accounting's Refer a Friend program! As a valued client, you have the opportunity to earn service credits by simply referring friends, family, or colleagues to our trusted accounting services. For every successful referral of an Individual Tax Return client, you'll receive a $10 service credit, while referrals of Business Clients earn you a generous $50 credit. There's no limit to the number of referrals you can make, so the rewards are limitless. Start referring today and reap the benefits of our Refer a Friend program while helping your network access top-notch accounting solutions.

How Much Do You Earn

Tax Return

Individual Tax Return Client

$10 Each

small business tax

Business Tax Client

$50 Each

Best Way to Make a Referral

We have two simple ways that you can make a referral;

  1. Make a 3 Way Email Introduction (Preferred Option) - Send us an email ([email protected]) and CC in your friend/family/spouse. Let us know they are interested in our services and we will take it from there.
  2. Your Referred Person Nominates You as their Referral Source - Let your friend/family/spouse know to include your name in their new client form as their referred source.

Why Does This Program Exist

We truly value any referral we get from our exisiting client base.
This is our way of saying thank you, and giving you a small benefit in return.

Terms & Conditions

Refer a Friend Program Terms and Conditions

  1. Eligibility: The Refer a Friend program ("the Program") is open exclusively to existing clients ("Referrers") of Rooshock Accounting ("the Company").
  2. Referral Criteria: Referrers may refer individuals or businesses who have never received services from Rooshock Accounting previously ("Referred Clients").
  3. Referral Bonuses: Referrers will receive a service credit for each successfully referred Referred Client. The amount of the service credit is as follows:
    • For each Individual Tax Return client successfully referred, the Referrer will receive a $10 service credit inclusive of GST.
    • For each Business Client successfully referred, the Referrer will receive a $50 service credit inclusive of GST.
  4. Referral Recognition: To ensure proper recognition of referrals, Referrers must either:
    • Send a three-way introduction email to Rooshock Accounting at [email protected], including both the Referrer and the Referred Client, or
    • Instruct the Referred Client to indicate the Referrer's name on their new client form at the time of engagement with Rooshock Accounting. Referrals will only be recognized and credited to the Referrer's account upon successful completion of the above steps.
  5. No Limit on Referrals: There is no limit to the number of referrals a Referrer can make.
  6. Credit Application: Referral bonuses will be applied as service credits to the Referrer's account. These service credits can be used toward any future services offered by Rooshock Accounting.
  7. No Cash Refunds: Referral bonuses are non-transferable and non-exchangeable for cash. They can only be used as service credits.
  8. Referral Eligibility Date: Only referrals made on or after March 14, 2024, are eligible for the Program.
  9. Crediting Process: Referrers will receive their service credits once the Referred Client has paid for and completed their services with Rooshock Accounting. For Individual Tax Return clients, this will be after the tax return is finished. For Business Clients, this will be after two months of being a client.
  10. Check Referral Credits: To find out your current level of referral credits, please contact us.
  11. Compliance: The Company reserves the right to verify the eligibility of Referrers and Referred Clients. Any fraudulent activity will result in disqualification from the Program.
  12. Changes to the Program: The Company reserves the right to modify, suspend, or terminate the Refer a Friend Program at any time without prior notice.
  13. Acceptance of Terms: By participating in the Refer a Friend Program, Referrers agree to be bound by these terms and conditions.

For any questions or clarifications regarding the Refer a Friend Program, please contact us.