Referring people has its rewards
Connect friends, family, and small business owners with help for any tax or bookkeeping need, earn up to $300. Win-win.
REFER A FRIEND PROGRAM
Refer any small business owners you know and 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 offers with friends, family, and business contacts.
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Earn
After the person you referred finishes their first month’s bookkeeping service, you’ll get an email to claim your reward within 30-45 days.
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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
Once you’ve logged in using your email address and name, you’ll be able to share your personalized referral link with friends and family via email, text, or social media.
When your referral clicks your personal referral link, they will be able to select the option that best fits their bookkeeping needs.
If they choose to take advantage of bookkeeping services, they will receive a unique discount code to redeem the discount.
Once they complete the service with the discount applied, you will be notified of the reward earned within 30-45 days.
For each new client you refer that purchases a 12-month bookkeeping service, you’ll receive a $20 reward. In order to earn the reward, the referred client must have the respective referral discount applied at time of service.
A new bookkeeping client is 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.
A valid bookkeeping referral is a new full-service bookkeeping client who signs a 12-month agreement.
Your referral will receive $150 off bookkeeping services.
Upon completion of the referral’s service with the discount applied, the referrer will receive an email reward notification 30-45 days later. Please note: The reward must be claimed prior to reaching its expiration date (6 months).
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.
Year-round — the program expires December 31, 2026.
Send us an email, and we’ll be happy to assist.
