Refer a Client

Refer a new client to SDO CPA. If they become an active client, we'll reward you and them*

* Offer Details

  • If you refer a client who purchases a bookkeeping service, you'll receive a $150 gift card after their sixth month as a paying client, and they'll receive a $150 credit toward services at SDO CPA after 6 months.
  • If you refer a client who purchases a tax preparation or planning service, you'll receive a $20 gift card 180 days after completing the engagement. After their first service, they'll receive a $20 credit toward services at SDO CPA.