Refer & Earn Rewards

Submit a Referral

Who can you refer?

You're welcome to refer any business/accountancy practice, as we cover the majority of sectors. Whatever their size or industry, we're well placed to assist. Just share their details and we'll take care of the rest.

Referal Criteria

location (2)

The referred firm/business should be based in the UK.

3d-cube (1)

Are looking to outsource some of their workload.

shield

Can't refer an already existing or former customer of Outbooks.

Our Incentive Plans

Submit a Referral

Next Steps:

  • 1

    Simply complete the form below to submit your referral.

  • 2

    You'll receive a confirmation email, which you should retain for your records.

  • 3

    Outbooks will then contact your referral to validate their interest.

  • 4

    Once validated, your incentive will be arranged according to your incentive plan: Silver, Gold or Platinum.

  • 5

    Your membership status commences upon submission of your first referral and remains valid till 12 months from commencement date.

  • 6

    At the end of the 12-month period, your membership clock resets.

  • 7

    Membership is held at an individual level rather than at organisational level.

Frequently Asked Questions

What type of businesses can I refer?

You can refer any UK based business that is looking to outsource their accounting and bookkeeping workload and has not previously worked with Outbooks.

When do I get paid for a referral?

Your referral bonus is processed once Outbooks has spoken to the prospect and confirmed their interest.

How long does it take to receive a referral bonus payment?

Once we have confirmed the prospect's interest, the bonus is processed within 7 business days from us receiving your bank details.

How do I receive my referral bonus?

Depending on your preference, you can receive the bonus in the form of a direct bank transfer, credit note or gift card.

When does my membership start?

Your membership is considered to start from the date you submit your first successful referral, so if an earlier referral does not qualify for our referral program, your membership begins from the date of the next one that does.

What happens when my membership ends?

Once your membership ends, your tier resets to Silver and any successful referral you bring after that starts a new 12 month membership from that referral's date.