The best compliment we can get? A Referral

Know a founder, business owner, or family who could use a stronger finance team? Introduce us. Once they sign up, we'll waive your next month's service fee as a thank you.

How does it work? ↓

Numera Referral — With FAQ in Left Column

How it works

Tell us about them

The form takes about a minute. A name and email is all we really need.

We reach out

Someone from our team contacts them within one business day. We'll mention you sent us, and there's no pressure and no spam. If it's not a fit, we part as friends.

Your next month is free

Once they sign up and pay their first month, your next month's service fee is waived.

No limit. Refer three clients, get three months free. There's no cap on the free months you can earn.

Built on word of mouth

Businesses served

Individuals & families

Team members

Most of our growth has come from clients telling other founders, owners, and families about us. That's how we've grown to a team of 500+ serving more than 4,000 businesses. We believe in the power of good marketing, but a referral from someone we've earned the trust of works better than any campaign, and it costs a lot less. Those savings show up in what we charge clients like you.

Who to send our way

We handle bookkeeping and accounting, business and personal tax, fractional CFO and advisory work, payroll, and family office finances. If someone in your circle is wrestling with any of it, chances are we can help.

The fine print

To qualify, your referral must be new to Numera and sign up for a recurring monthly service; one-time engagements, such as a standalone tax return, don't qualify. Once they pay their first month in full, we'll apply the credit to your next invoice, upto $2,000. (The lower of your fee amount or $2,000 will be waived). Credits from multiple referrals apply to successive invoices, carry no cash value, and lapse if your services end before redemption. Numera may modify or end this program at any time.

Frequently asked questions

Will you let them know I referred them?

Yes. We'll mention that you introduced us unless you request otherwise.

Will you send marketing emails?

No. We'll reach out personally to understand whether Numera is the right fit.

Can I refer more than one person?

Absolutely. There is no limit to the number of referrals or rewards.

When do I receive my free month?

After your referral becomes a client and completes their first month of paid service.

Make an introduction

Takes about a minute.

We'll mention you by name when we reach out, and we'll never spam or cold-call your referral.

Prefer to make the intro yourself? Just email us both at info@numerafinance.com and we'll take it from there.

Questions about the referral program? Ask your Numera representative anytime, or write to info@numerafinance.com.