Referral Scheme

CloudBook Online Accountants would love to reward you for recommending us to new clients.

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How it works

How To Recommend Us

We’ll reward up to £200 for each referral. A referral is when someone recommends us and that recommendation brings us a new client.

So please mention us and our services to anyone who might need a new accountant. You could talk or write about us to specific business contacts, or generally on social media or newsletters or anywhere you like – we don’t mind!

The new client must mention that you recommended us when first contacting us, and then they need to request the reward.

The value of the reward will depend on the type of package the new client signs up for. See the list below.

If you are an existing or a new client, we will provide you with a credit note for the reward value which will reduce your payments to us.

If you are not an existing or new client, we will pay the reward value to you after we have received double that value from the new client.

Offer excludes referrals to close family members and partners.

Referral Reward Values

We'll either credit or pay each of you this amount.



£ 100




£ 75


Sole Trader


£ 50


Tax return


£ 20