Automated Accountancy

Referral Scheme

Refer a business to us and if they go ahead, we will reward you with a healthy commission of 7.5% of the first year’s fee or the project value.

How it works

Your referral fee would be paid as soon as your contact signs off their proposal and we receive their deposit payment for a project. If they sign up for monthly support then your referral fee will be paid after 3 months of us supporting the business. This will be paid to you directly via BACS.

If you would like to take advantage of this, please feel free to email us at jt@automatedaccountancy.com with details of your referral—we’ll let you know how we get on.

Terms and conditions

  1. This referral scheme is valid from 1st September 2021. We reserve the right to cancel the referral scheme at any time without notice. If we decide to cancel the offer, it will be clearly stated on this page of our website.
  2. We will only pay the referral fee once we have received payment for a new project from the new client, or 3 months worth of support fees.
  3. We charge 25% deposit of the total project value for new clients. If we don’t receive this payment then no work will commence on the client’s project and no fee will be paid to you.
  4. If we receive only part of the fee of the new project, we will still pay you part of the referral fee, on pro rata basis.
  5. We will pay the referral fee within 30 days of receiving your payment instructions via BACS for a new project, or 90 days if your contact signs up to monthly support.
  6. We will only pay a referral fee in relation to the first new project that a new client buys from us, or the first year of support fees. We do not pay a referral fee for any other services if your contact purchases additional services or support.
  7. You can refer as many clients as you want and if they each sign up for a project or monthly support you will be paid 7.5% of each new sign up.
  8. We reserve the right to end this scheme at any time without warning.

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