Refer a Client to Ledger Line Accounting
Complete this form to refer a client and help us understand their needs.
About You
Your name
*
Your email address
*
example@example.com
Your relationship to this person
*
Business owner like me
Colleague
Friend or family
Client of mine
Other
Who You're Referring
Their full name
*
Their email address
*
example@example.com
Their phone number
Please enter a valid phone number.
Format: (000) 000-0000.
Their business name
Do they know you're referring them?
*
Yes, they're expecting your call
Yes, but they don't know when
Not yet
Should we mention your name when we reach out to them?
Yes, tell them I referred you
No, just reach out directly
This helps us tailor our outreach.
Their Bookkeeping Situation
What do they need help with?
*
QBO cleanup
Ongoing bookkeeping
Tax prep
Not sure
How far behind are their books?
*
Up to date just messy
A few months
6-12 months
Over a year
No idea
Are they currently using QuickBooks Online?
*
Yes
No
Not sure
Are they willing to transition to QuickBooks Online?
Yes
No
Not sure
Anything else we should know?
Submit Referral
Should be Empty: