You Know the Power of Great Bookkeeping — Share It.
Refer a friend or fellow business owner to Agile and you’ll both receive a $300 prepaid visa. It’s our way of saying thanks for being an amazing customer and for helping others experience stress-free bookkeeping.
01.
Refer someone you know
02.
They sign up with Agile
03.
You both receive a $300 prepaid visa
Why share Agile?
Weekly financial updates that keep you informed and in control.
Expert bookkeeping and support that’s responsive and reliable.
Peace of mind knowing your finances are handled — so you can get back to running your business.
The process
As a current client of Agile, fill out the form above with your information and the person you’d like to refer.
Before you do: we recommend reaching out to your referral first to let them know about Agile and that we’ll be in touch. A personal introduction goes a long way — and helps them know to expect our message!
We’ll then reach out to your referral with all the info they need to start working with Agile.
Once they’re successfully onboarded, you’ll both receive a $300 prepaid Visa via email as a thank you.
Put your bonus toward your Agile subscription — or treat yourself to that fun new product you’ve been eyeing (new AirPods, anyone?).
A quick note about eligibility
We love rewarding referrals — but to keep things fair and simple, the $300 referral bonus applies once your referred business successfully completes onboarding and begins working with Agile.
That means once they’re officially part of the Agile family, both you and your referral will receive your $300 prepaid visa (delivered via email) as a thank you.
If you have any questions about the program or how it works, just reach out — we’re always happy to help! Email marketing@agilebk.com