Numbers in Boxes Referral Program

Refer a business,
earn $500.

Dear friends,

Numbers in Boxes has grown almost entirely through word-of-mouth, and we’re so grateful for the referrals and introductions you’ve shared over the years. They truly make a difference.

To say thank you — and to make it easy to share Numbers in Boxes with others — we are offering a simple referral program.

If you introduce Numbers in Boxes to a business or nonprofit that signs up for a monthly flat-fee package, you’ll receive $500 once they’ve been a client for 3 months.

If you know an organization that could use support getting their finances off their plate and done right, we’d love an introduction — and are happy to return the favor.


1.

HOW IT WORKS

2.

Make a direct email introduction to us.

They sign up for a monthly bookkeeping package.

3.

Your referral remains a client for 3 months.

4.

You earn $500!

Our Ideal Clients

Women Business Owners

1

Women CEO’s

2

Nonprofit Leaders and Board Members

3

Simple Referral Email Draft

Current Client Referral Template

A Few Quick Notes

Hi ___,

I want to introduce you to Lindsay Noll, founder of Numbers in Boxes. She partners with women-owned businesses and nonprofits to bring real financial clarity — not just clean books, but strategy you can actually lead from.

Lindsay is an MBA and Enrolled Agent with over a decade of experience, and she’s built and run multiple businesses herself. She understands both the numbers and the decisions behind them — which makes her incredibly valuable when you’re growing.

I immediately thought of you because I know you want your finances handled thoughtfully and strategically, not just maintained.

I’ll let you two take it from here, but I wanted to connect you.

Best,
[Your name]

Hi __,

I wanted to introduce you to Lindsay at Numbers in Boxes, who handles all of our financial support — and truly has been a game changer for our business.

Her team takes care of the day-to-day bookkeeping and supports our finance operations, but what’s made the biggest difference is the clarity and confidence they’ve helped us build. We’re no longer guessing or reacting — we actually feel grounded in our numbers and able to make smart, forward-looking decisions.

They’re incredibly responsive, patient, and excellent at explaining things in a way that makes finance feel manageable rather than overwhelming. Numbers in Boxes has supported us not only with clean, accurate books, but also with thoughtful planning and staying aligned with our broader goals.

Lindsay is an MBA and Enrolled Agent with over 10 years of experience supporting women-owned businesses and nonprofits — and she’s run multiple businesses herself, so she understands what it’s really like behind the scenes.

I’ve copied her here so you can connect directly. You can also learn more at numbersinboxes.com.

Hope this is helpful!

[Your Name]

  • If your referral doesn’t sign up right away but joins later, the referral still counts.

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

  • Referrals must be introduced directly to us by email. (For example, newsletter sign-ups that later convert do not qualify.)

  • Referrals are not a guarantee of acceptance. New clients must be a good fit and choose to move forward.

  • The referral bonus cannot be combined with other offers and may require a 1099-NEC.

  • The bonus is paid after the referred client has paid their third invoice.

  • Referrals from ProVisors members are not eligible for this program.

Thank you for your trust.

If you’re ever unsure whether someone’s a good referral, just ask me. Thanks for trusting me with your contacts.

-- Lindsay Noll
Lindsay@numbersinboxes.com
(617) 531-7134
Numbersinboxes.com


Book a call with Lindsay on her Calendly here.