For bookkeeping help and advice: 01462 455 455

Client Referral Scheme

We really appreciate referrals to businesses needing our Xero Bookkeeping services. When this happens, we would like to donate £50 to your favourite charity as a thank you from us. See more information below about how this all works.

Budgeting; Subcontracting for Accountants;

How it works

Step 1 – Refer a business colleague, friend or company to us who needs a regular Xero Bookkeeping Service.

Step 2 – If they then become a regular client of ours, we will contact you to find out which charity means most to you

Step 3 – We will make the donation of £50 to your favourite charity as a thank you from us

The more referrals you do, the more charities you can support…it’s as easy as that!


T & Cs apply

  • You can only qualify for a charity donation reward for referring a business for a Regular Monthly or Quarterly Bookkeeping Service
  • For the referral to be eligible for a charity donation reward, the introduction should be made by directly contacting Lynne Moffat by email
  • The contact you refer must be new to The Bookkeeping Department. You cannot refer an existing client or anyone who has used The Bookkeeping Department services within the last 6 months.
  • The Charity donation reward will be paid once The Bookkeeping Department have issued the first invoice to our new clients, usually after the first month/quarter.
  • You won’t be rewarded for referring a product to yourself, and for any referrals that extend or change an existing clients’ current contract.
  • There is no limit to the number of referrals made by each Referrer.