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The My 360 ProBooks Referral Program

Help a Business Owner. Get Rewarded.

Help a Business Owner. Get Rewarded.

Know a business owner who could use more clarity, confidence, and control over their finances? Send them our way!

When you refer a new client to My360 ProBooks and they sign up for services, you’ll receive a $50 credit toward your next invoice—and they’ll receive a special discount on onboarding.

It’s our way of saying thank you for trusting us with someone in your network.

You Refer. We Take It From Here.

  1. Refer a Business Owner
    Introduce us to a business owner who could benefit from professional bookkeeping, financial guidance, or better visibility into their numbers.
  2. We’ll Connect With Them
    Our team will answer their questions, learn about their business, and help determine how My 360 ProBooks can best support them.
  3. You Both Get Rewarded

When your referral becomes a client, you receive a $50 credit toward your next invoice, and they receive a special onboarding discount.

Refer a Business

Work With Business Owners? Let’s Partner.

Professional Referral Partnerships

If you’re a CPA, financial advisor, business attorney, insurance agent, real estate professional, or other trusted advisor to small-business owners, we’d love to explore a referral partnership.

Your clients already turn to you for trusted guidance. When they need bookkeeping or financial support outside your scope, My360 ProBooks can become an extension of the resources you provide.

Why Partner With My 360 ProBooks?

  • Add Value for Your Clients — Connect them with trusted bookkeeping and financial support when they need it.
  • Expand Your Professional Network — Build a reliable resource for financial needs that fall outside your core services.
  • Earn Referral Fees — Qualified referral partners can earn a referral fee for eligible clients they introduce to My360 ProBooks.
  • We Handle the Follow-Up — Make the introduction, and our team will take it from there while providing the same level of care you want for your clients.
  • Create a Mutually Beneficial Relationship — Help more small businesses succeed while creating new opportunities for both of our businesses.
Become a Partner

Know Someone Who Could Use a Better Handle on Their Numbers?

Whether it’s a fellow business owner who’s drowning in spreadsheets, behind on their books, or simply ready for better financial visibility, an introduction could make a real difference.

Refer a business today and help them take the next step toward clearer, more confident finances.

Referral Form

Fill out the form below to refer a business owner or become a referral partner.

Do you want to ...

Credentials & Expertise

Full-Charge Expertise

Years of experience managing complete accounting cycles for businesses of all sizes.

QuickBooks & Xero Certified

Certified in the most trusted cloud accounting platforms on the market.

Client-First Approach

Every client gets personalized attention and dedicated support.

Accounting Officer Background

Professional background in A/P, A/R, and financial management at the CFO level.

Services

My Philosophy

I believe every business deserves a bookkeeper who doesn’t just record transactions, but understands the full financial picture. My Full-Charge approach means you’re never left guessing about where your money is or where it’s going. And because I’m 100% remote, I meet you where you are, on your schedule.

" I'm not your CPA, I'm the person who makes your CPA love you."'

— Tara, Founder of My360ProBooks