Share trusted advice. Support your network. Be rewarded for it.
We know that word-of-mouth means everything in business — especially when it comes to finances. That’s why we’ve created a referral programme built on trust, transparency, and mutual reward.
When you recommend a friend, colleague or fellow business owner to Total Books Accountants, everyone benefits:
You receive up to 15% of their first invoice (up to £300)
Your referral gets a 5% discount on their onboarding
You can take your reward as cash, service credit, or a digital gift card
No complicated systems, no referral codes. Just a simple way to say thank you for sending good people our way.
How It Works
Step 1 – Make the Introduction
Use our quick referral form or email us directly. Just share a few details, and we’ll do the rest (only after your referral agrees to be contacted).
Step 2 – They Get Started
Once your contact signs up with Total Books and pays their first invoice, they’ll receive a 5% discount automatically.
Step 3 – You Get Rewarded
As soon as their first payment is cleared, we’ll send you your referral reward — choose from:
A direct bank transfer
A gift card
Credit towards your future services with us
Referral Reward Examples
First Invoice |
You Earn (15%) |
They Save (5%) |
£500 |
£75 |
£25 |
£1,200 |
£180 |
£60 |
£2,500 |
£300 (max) |
£125 |
Who Can You Refer?
Why Share Total Books?
When you refer someone to Total Books, you’re not just sending them an accountant. You’re giving them:
Practical support from UK-based chartered accountants
Help with cloud bookkeeping, tax planning, payroll, and forecasting
Insight-led services like financial reviews and virtual finance office solutions
A personal, proactive service — never just tick-box accounting
You’re helping them make smarter financial decisions. And that’s worth rewarding.
Frequently Asked Questions
How do I refer someone?
Simply complete our referral form or email your referral’s name and contact details to our team. We’ll take it from there.
When will I receive my referral reward?
As soon as your referral’s first payment is received, we’ll issue your reward within 5 working days.
Can I refer more than one person?
Yes. There’s no cap on how many people you can refer, provided they’re new clients.
Can I use the referral reward towards my own accounting fees?
Absolutely. You can redeem your reward as service credit, or opt for cash or a gift card.
What if someone I referred joined us a while ago?
The reward only applies to new referrals submitted through our form or email before the onboarding process begins.