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

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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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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

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, 2024.

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.