Numbers in boxes referral program

dear friends,

Numbers in Boxes is a business built on referrals. They are so important to our growth! So, I want to make sure you have all the details of my referral program.

If you think other organizations could benefit from what we do, share the love and get something in return:

👉for every business you refer who signs up for a monthly package

💵you get $500💵

Here’s how to refer folks via email. If it helps, I’ve drafted some text you can cut/paste/edit.

(My email is lindsay@numbersinboxes.com)

Hi __,

I’m not sure if I mentioned it, but I have a colleague who provides full service, done for you, finance support for women-owned businesses and nonprofits (bookkeeping, tax prep, bill pay, invoicing, cash management, and empowerment meetings/coaching, etc.). In short, she handles finance for your business so you can maximize your time doing what you love. 

I wanted to send it your way since I know you’re looking for a way to get out of the weeds of your business, but you need to have it done right.

Lindsay has a MBA and is an Enrolled Agent, and she has been supporting finance for businesses and nonprofits for over 10 years. She has also started and run multiple businesses of her own,  so she really gets it. I thought you might be interested. Her success stats are solid.

All of her work is done on a flat fee basis so you never have to wonder how much it’s going to cost you. She has lots of tried and true models that give you the information you need to feel confident making big-picture decisions. The coaching piece really helps move the needle so you can actually make progress on the initiatives that mean the most to you. She keeps you in the loop about what she’s doing and why it’s important. She will even take the time to teach you how to access reports in Quickbooks Online so you don’t always have to rely on her. She’s especially helpful for organizations that are being held back by the lack of a finance skillset.

I've copied Lindsay on this email - but you can check out Numbers in Boxes here too: numbersinboxes.com.

Talk soon -

[your name]

Hi __,

I’m not sure if I mentioned it, but I work with a game changer finance person who handles all the unpleasant finance pieces I don’t want to do myself. I wanted to send it your way since I know you’re looking to get out of the weeds of your business, but you need to have it done right. 

She is the most accessible and responsive finance person I have come across. She really holds your hand and takes the time to make sure that all your questions are answered. She has lots of tried and true models that give you the information you need to feel confident making big-picture decisions. The coaching piece really helps move the needle so you can actually make progress on the initiatives that mean the most to you. She’s especially helpful for organizations that are being held back by the lack of a finance skillset.

Lindsay has a MBA and is an Enrolled Agent, and she has been supporting finance for businesses and nonprofits for over 10 years. She has also started and run multiple businesses of her own,  so she really gets it. Since we started working with her, we get more dialed in on budgeting/planning and tracking and executing on our plans every year.

I thought you might be interested in speaking to Lindsay. I've copied her on this email - but you can check it out here too! numbersinboxes.com

Talk soon -

[your name]

a few quick notes:

• If they don’t sign up right now but they sign up in the future, the referral still applies.

• The referral program only applies if a new client signs up for a monthly flat fee package and stays with Numbers in Boxes for at least 3 months.

• A referral only applies to introductions made directly to me. (So, if someone signs up for the newsletter and then, later on, they sign up for a monthly package, that doesn’t count.)

• A referral isn’t a guarantee of acceptance, as acceptance is due to a number of factors including whether they have the problem I solve, whether they decide to move forward, etc.

• The referral bonus cannot be combined with any other codes and may be subject to a 1099-misc being issued.

• The referral bonus will be paid out when the referred client has paid their 3rd invoice from Numbers in Boxes.

• Referrals from members of ProVisors are not eligible for the referral program.

Thanks for trusting me with your contacts 

-- Lindsay Noll

617-642-9540
Numbersinboxes.com

Lindsay@numbersinboxes.com