Three Tracks. One Unified Reward System.
Who Can Refer & What You’ll Get
Everyone can take part — team members, existing clients, and external partners.
Internal Team
$200 reward per referred client after 3 months of onboarding
Bonus: 3-day trip to Rome when total referrals hit $3,000/month in new recurring revenue
Existing Clients
$200 client credit after the referred client completes 3 months
Bonus: 3-day trip to Rome when total referrals hit $3,000/month in new recurring revenue
External Partners
$200 reward per referred client after 3 months of onboarding
A Stronger Client Pipeline Starts With You
Why We’re Launching This Program
We’ve built one of the strongest, most innovative bookkeeping systems; something our clients consistently praise. But to help more businesses experience the benefits of structured, accurate, and reliable bookkeeping, we need a steady stream of new clients. Momentum is already building, and now is the perfect time to spread the word.
Key Points
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Referrals are one of the most trusted and cost-effective ways to help businesses find bookkeeping they can rely on.
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A stronger, more diverse client base means more businesses can benefit from Peach’s white-glove approach.
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By referring a business, you help others gain control, clarity, and confidence in their finances — and you can earn rewards for doing so!
What We Want to Achieve
What Your Referral
Makes Possible
We aim to onboard 3–4 new clients per month through internal, client, and partner referrals. Our systems are ready. Our team is ready. And with your help, our pipeline will be too.
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Expand Peach BPO’s client base sustainably
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Strengthen our long-term growth stability
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Unlock new opportunities to reinvest in tools and team development
How the Referral Process Works
Simple Steps. Clear Process. Guaranteed Tracking.
01
Send Us an Email Introduction
Make sure to let your contact know that we'll be reaching out!
02
Internal Review
Upon receiving your submission, we will review the details to confirm if it's a good fit.
03
Logging & Tracking
Our Client Success team will log your referral to ensure it's properly tracked in our system.
04
Sales Follow-Up
Our Sales and Client Success teams will handle meetings, proposals, and onboarding.
05
Confirmation & Reward
Once your referral signs and completes three months, we release your reward!
Grow Through Trusted Connections
Peach BPO works well with many types of businesses. Our system is structured, accurate, and designed to adapt to different operations.
We’re an especially strong fit for businesses that:
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Are scaling or managing multiple locations and need consistent, detailed financial reporting
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Want to move away from DIY bookkeeping to a structured, reliable system
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Are dealing with backlog, cleanup needs, or unreliable books
