Submit a Referral

Thank you for being a ProjectBits Referral Partner!

Use the form below to submit business owners who could benefit from Tax Ready Bookkeeping services.

How It Works

  1. Submit the referral using the form below
  2. We reach out to schedule a free Tax Ready Evaluation
  3. You earn rewards when your referral becomes a client

Referral Submission Form

Click below to open the referral form. You’ll need to provide:

  • Your name and contact information
  • The referred business owner’s name and company
  • Their contact information (email and/or phone)
  • Brief description of their bookkeeping needs
Submit Your Referral →

What Happens Next

  • You’ll receive email confirmation of your submission
  • We’ll contact your referral within 2 business days
  • You’ll be notified when they schedule an evaluation
  • Reward payments are processed monthly for converted clients

Questions about the referral program? View program details or contact us at referrals@projectbits.com

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