Guidelines
When someone you refer books and attends a Discovery Call with us, and our team confirms they’re a fit for our Ideal Client Profile, we’ll send you a:
$50 credit toward your next monthly invoice
OR
$50 donation to the charity of your choice
- You can earn up to 5 rewards per quarter (up to $250).
- Your referral must:
- Book and attend a Discovery Call within 30 days of your referral.
- Fit our Ideal Client Profile (based on size, industry, and service needs).
- Not have been previously been in touch with us for support within the last 12 months.
It’s that simple. No strings attached.
If you have any questions, please feel free to contact us.
Disclosures & Terms
Fusion CPA may thank the referring client with a $50 bill credit or charity donation. This referral appreciation is not contingent on becoming a client, does not affect your fees, and is not available for audit, review, or compilation engagements in accordance with the AICPA Code §1.520.