Grow Your Network. Help Your Contacts.
Join the ProjectBits Referral Partner Program
Earn recognition and rewards by connecting business owners with professional bookkeeping, tax, and CFO services.
Perfect For Professionals Who Work With Business Owners
Our referral partners come from many backgrounds—what they share is a commitment to helping their clients and contacts succeed.
CPAs & Accountants
Refer clients who need day-to-day bookkeeping while you focus on tax and advisory.
Financial Advisors
Connect clients whose messy books are blocking financial planning.
Business Consultants
Help your clients implement the financial systems you recommend.
Attorneys
Support business and estate clients with reliable financial operations.
Insurance Agents
Ensure your commercial clients have the documentation they need.
IT Consultants
Complete the technology stack with QuickBooks expertise.
A Partnership That Works For Everyone
We’ve built a referral program that’s transparent, fair, and focused on results.
First-Come, First-Credited
Timestamps don’t lie. The first partner to submit gets full credit.
Professional Follow-Up
We represent you well. Your referrals get white-glove treatment.
Transparent Tracking
See exactly what happens with every referral you submit.
No Awkward Conversations
We handle the sales process. You just make the introduction.
Mutual Value
Help your contacts solve a real problem—not just pass a name.
Simple Process
One form, one submission, done. No complicated tracking to manage.
Three Steps to Earning Referral Credit
Apply to Become a Partner
Fill out a simple application. Tell us about your practice. Get approved quickly.
Submit Referrals
Use your personalized referral form. Enter prospect contact information. We take it from there.
Track Your Impact
Receive status updates on your referrals. Get notified when referrals convert.
Who Makes a Great Referral?
Not sure if someone is a good fit? Here’s what we’re looking for:
- ✓ Business owner or key decision-maker
- ✓ Company with 1-50 employees
- ✓ Uses or willing to use QuickBooks Online
- ✓ Needs bookkeeping, tax, or CFO help
- ✓ Service business, professional services, trades, healthcare, or e-commerce
- ✓ Northern Virginia area (or willing to work virtually)