Referrals are the foundation of our business. When you recommend us, you’re placing your trust in the quality of our services—and that confidence means everything to us. Your personal endorsement of Clergy Financial Resources is one of the most powerful ways we can continue growing together.
You may know colleagues who need professional tax assistance or friends who find payroll, bookkeeping, or their own taxes challenging each year. Whoever you refer, you can be confident their needs will be handled with the same care and professionalism you’ve come to expect.
As a thank-you, you can earn valuable rewards simply by sharing our services. Our Referral Program is designed to recognize and reward your partnership and loyalty, with a variety of benefits based on your level of participation.
Here’s how it works:
Complete the Referral Form
Submitting the form ensures we know exactly where to apply your service credit.
Share with Friends
Invite your friends by sharing our referral program via email or on social media platforms.
Earn Rewards
Refer as many clients as you’d like throughout the calendar year (January 1–December 31), and enjoy the benefits:
- Earn a $50 credit toward your annual service for each new tax client you refer
- Earn a $100 credit toward your annual service for each new payroll or bookkeeping client
To receive your credit, please submit the referral form before the new client signs up for tax preparation, payroll, or bookkeeping services.