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🎉 $50 Holiday Referral program NOW through April 15th 2025 🥳
🎉 $50 Holiday Referral program NOW through April 15th 2025 🥳
🎉Refer your friendsðŸ‘! Once your friend enrolls (they must use your name as referral) to use any of our, regular ongoing monthly business services (bookkeeping, social networking program, or tax advising services), On The Cloud Bookkeeping will pay you a $50 commission. Terms do apply: Commission is ready for you within 24 hours of the signed contract and referee's initial regular payment. You can invite as many business owners for the referral program! 🥳
1) You must give the name of who referred you at the time of service.Â
2) Once "referee" has paid we will issue your commission within 24 to 48 hours.
3) Any services are eligible for the $50 commission. You can refer as many businesses as you would like.Â
4.) You do not need to be a current client to qualify for a commission!
5.) Commissions will not withhold taxes or any other payments. You are responsible as an independent party or contractor.
This is a trial promotion and can end before the deadline date of April 15th 2025. If the person you refer becomes a client we will issue your commission once the client has paid.
Thank you for your participation,
Barb
Call Now for a free consultation
Contract signingÂ
Please review and feel free to have your attorney review our standard contract. The contract will outline the expectations of services we will be providing the client. The expectations we will have of the client in order for OTC Bookkeeping LLC., to keep accurate records we need accurate, timely information. Your financial information is extremely important.
This is a big step! Congratulations! We are happy to be a part of your team!
Confidentiality agreement
On The Cloud Bookkeeping LLC. believes your information is delicate and will treat it as such. Our confidentiality agreement will outline our policy for confidential information. Feel free to ask any questions!
Welcome packet
We would like to go over more important information and welcome you! If you would like to go over the information by phone we would love to set up a time that you have about an hour to go over the Welcome packet.
THANK YOU FOR CHOOSING US! Â
Basic client information and documentation
This goes with some of the information stated above. You will be asked information about your business and financial information that may be very private. Please, remember your information will be kept with upmost respect and care as entailed in our confidentiality portion of the agreement.
Access to previous or existing accounting systems
The financial history is as important as your future! In order to make a plan for growth it is necessary to look at the financial information that you are using to base your decisions on. This includes but is not limited to things like business accounts, invoicing, and tax history.
Communication channels
It is VERY IMPORTANT to keep transparency, and trust. Please respond promptly to any inquiries in order to allow us time to meet deadlines. If you need help gaining access to documents and are not sure how to obtain the information please contact us we may be able to help.
We want to make this a smooth transition. There may be a different approach taken depending on circumstances. Every business is unique therefore it is never the same. Please be patient, prompt, and provide all financial documentation.Â
We allow for grace because we are all humans. Some times we may not know where to turn and we are not perfect. Please, don't feel afraid to talk to us we want to help! Sometimes OTC can find ways to resolve the situation early on minus late fees.Â
OTC is here for you!Â
Contract signingÂ
Please review and feel free to have your attorney review our standard contract. The contract will outline the expectations of services we will be providing the client. The expectations we will have of the client in order for OTC Bookkeeping LLC., to keep accurate records we need accurate, timely information. Your financial information is extremely important.
This is a big step! Congratulations! We are happy to be a part of your team!
Confidentiality agreement
On The Cloud Bookkeeping LLC. believes your information is delicate and will treat it as such. Our confidentiality agreement will outline our policy for confidential information. Feel free to ask any questions!
Welcome packet
We would like to go over more important information and welcome you! If you would like to go over the information by phone we would love to set up a time that you have about an hour to go over the Welcome packet.
THANK YOU FOR CHOOSING US! Â
Basic client information and documentation
This goes with some of the information stated above. You will be asked information about your business and financial information that may be very private. Please, remember your information will be kept with upmost respect and care as entailed in our confidentiality portion of the agreement.
Access to previous or existing accounting systems
The financial history is as important as your future! In order to make a plan for growth it is necessary to look at the financial information that you are using to base your decisions on. This includes but is not limited to things like business accounts, invoicing, and tax history.
Communication channels
It is VERY IMPORTANT to keep transparency, and trust. Please respond promptly to any inquiries in order to allow us time to meet deadlines. If you need help gaining access to documents and are not sure how to obtain the information please contact us we may be able to help.
We want to make this a smooth transition. There may be a different approach taken depending on circumstances. Every business is unique therefore it is never the same. Please be patient, prompt, and provide all financial documentation.Â
We allow for grace because we are all humans. Some times we may not know where to turn and we are not perfect. Please, don't feel afraid to talk to us we want to help! Sometimes OTC can find ways to resolve the situation early on minus late fees.Â
OTC is here for you!Â
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