Refer any freelancers, self-employed friends or small business owners you know, earn up to $300.

Help them save money on full-service bookkeeping services. The more new clients you refer, the more rewards you earn.

How it works.

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Share

Enter your email to get your unique referral link to share the bookkeeping offer with your business contacts.

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Earn

After the person or small business owner you referred finishes their first month's bookkeeping service you'll get an email within 30-45 days to claim your reward.

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Redeem

Choose from 100+ retailers like Amazon®, Airbnb®, Lowe’s®, or get a Mastercard cash card. Earn up to $20 per referral, up to $300 total.

Note: If you do not see the referral form appearing on this page, please disable any ad-blockers or pop-up blockers to allow the form to load.

Frequently asked
questions.

Someone who is self-employed, a freelancer or small business owner who did not use H&R Block or Block Advisors for their bookkeeping services last year.

$20 for each new bookkeeping client with a total reward potential of $300.

A valid bookkeeping referral is a new full-service bookkeeping client who signs a 12-month agreement.

$150 off full-service bookkeeping services.

Bookkeeping provides a clear picture of business financials and standing. It can help with forecasting, applying for access to capital, actively managing a business, and optimizing cash flow. We have bookkeeping services to help you manage it all while saving time and money — with full-service rates up to half off a typical accountant’s.* With H&R Block, you get matched to the perfect account manager for your needs and always have a dedicated point of contact to guide you.

 

*Comparison based on national average of accountant hourly fees in 2020 for “QuickBooks or bookkeeping advisory services” ($109) compared to our full-service bookkeeping hourly rate ($50). Data based on a 2020 survey conducted by the National Society of Accountants. Prices may vary.

The bookkeeping offer is year-round and expires December 31, 2023.

Referring small business owners has its rewards.

Connect freelancers, self-employed friends and small business owners with expert help for their bookkeeping needs, earn up to $300. Win-win.

  1. You’ll receive up to a $20 reward for each new client you refer that purchases a 12-month bookkeeping service, for a maximum of $300. A new client is someone who did not utilize H&R Block or Block Advisors’ bookkeeping services within the past year. The reward will be delivered for each new client after they purchase a 12-month bookkeeping service with H&R Block or Block Advisors. Rewards will be provided on virtual cards and are only available to individuals who provide a valid email address.
  2. Valid at participating U.S. offices for $150 off for full-service bookkeeping for new clients only. Valid 12-month engagement letter required. After the application of the discount in this offer, you will be charged monthly at the amount in the engagement letter. Discount may not be combined with any other offer or promotion. Void if transferred and where prohibited. Coupon must be presented prior to start of bookkeeping services. A new client is an individual who has not used H&R Block or Block Advisors for bookkeeping services. No cash value. H&R Block employees are excluded. Expires Dec. 31, 2023. ©2023 HRB Tax Group, Inc.