Refer a Friend – Get Up to £300 with TotalBooks Referral Program

Help a friend and get rewarded! Earn up to £300 or 15% when you refer someone to Total Books Accountants. Your referral also gets 5% off. Easy, secure, and built for trusted connections.
Refer a friend
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    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?

    To keep the programme fair and consistent: Only new clients are eligible. No self-referrals or duplicate referrals; You can’t refer someone who is already working with Total Books; There’s no limit to how many people you can refer — as long as they’re new and fit the criteria.
    Refer & Earn

    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.

     

    Disclaimer:

    Please be advised that the completion of the self-assessment, tax returns, accounts & in house bookkeeping  is the responsibility of the taxpayer. If you are not a client of Total Books and are using any parts of this guide to complete your own work without direct advice from Total Books, then we will not be held responsible for any mistakes made directly by yourselves.

    We always advise seeking professional support from a qualified accountant as tax is a complex area. To speak to one of our experts call us on 02920 026 505

    Book a no obligation meeting with a Qualified Accountant

    By analysing your whole business and working with you to understand your needs, we can provide the best accounting solutions. 

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    See why we are the best reviewed accountants across Cardiff and Bristol

    Our expert accountancy team is happy to help whatever the issue as we personalise our assistance to meet the individual needs of each of our clients. We’ve received feedback from some of the people we’ve helped so far – here’s what they’ve said:

    I've been with Total books for 4 years, and they consistently impress me with their professionalism and expertise. The team is incredibly knowledgeable and efficient, always handling my accounting needs with speed and accuracy. Their friendly and responsive service makes complex financial matters easy to understand. I highly recommend Total books for anyone seeking reliable and expert accounting services.
    Walid Al Natour
    The team at Total Books have always looked after my accounts with care and detail, offering great advice along the way. Would always recommend to anyone wanting their accounts in safe hands.
    Mark Archer
    I use these guys every year for my tax self assessment and they are excellent. Very clear and walk me through everything, without being patronising or judgemental at all! Wouldn’t go anywhere else.
    Eva Bindeman
    Buhir helped me out with managing my taxes for me as it was a first time doing it here in the uk. Very helpful and easy to talk to if I had any questions. Would definitely recommend him if you are looking for an accountant or financial advisor.
    Jay Karauna
    I would give a very strong recommendation for Total Books. I chose them based on the google reviews and it is absolutely deserving of 5 stars. I had a question relating to payroll tax and foreign tax - he answered all my questions incredibly fast and true to his word didn't charge for the first consultation as we solved everything in 20 minutes. Absolutely stellar and professional, thanks Buhir!
    Will Turk
    I had a really useful initial call with Buhir Rafiq, one of Total Books' accountants. He had straight forward advice and answered my questions on both personal taxes and my new business partnership. Very helpful.
    Holly Tomlinson

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