For Existing Clients
Refer a friend. You both win.
Know someone who needs an accountant that actually replies? Send them our way. You get 2 months free. They get their first month free.
2 months free
Applied as a credit to your next 2 invoices. No cash out, no catches — just 2 months where you don’t pay.
per referral
- Credit applied automatically
- No limit on referrals
- Stackable — refer 3, get 6 months free
1 month free
Their first month with Finstem is completely free. Full service from day one, no obligation after the first month.
on their first month
- Full service from day one
- Same accountant you trust
- We handle the entire switch
Three Steps
How it works
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1
Tell us about them
Fill in the form below, drop us an email, or just mention it on a call. Whatever’s easiest.
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2
We introduce ourselves
We’ll reach out within 24 hours, mention you sent them, and offer a no-obligation chat about their needs.
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3
You both save
When they sign up, your next 2 months are credited automatically. Their first month is free. No codes, no admin.
Make a Referral
Send us their details
We’ll reach out to them within 24 hours. Your details stay private.
Your details
Their details
No limit on referrals. Credits applied to invoices and cannot be exchanged for cash. Referred person must sign up to a paid plan for rewards to activate.
Prefer to just tell us?
You don’t need a form. Just email, call, or mention them on your next catch-up. We’ll take it from there.
Email Us a Referral →