Know an owner who deserves a CPA who picks up the phone?
Reviewed by EverStone CPA · July 2026
Most of our new clients come from people like you. If you refer a business owner and they book a free consult, we’d love to say thank you.
Simple, and genuinely appreciated
Tell us who to expect
Send us their name and email below, or just forward them our number — whatever’s easiest.
They get a warm welcome
We reach out (or they book a free consult), with no pressure and a fixed quote before any work starts.
We say thank you
Your introduction means a great deal — we look after anyone you send us with the same care we’d give you. When someone you refer becomes a client, we reach out to thank you personally.
Referral questions, answered
Does referring someone cost them anything?+
What happens to the details I submit?+
Who is a good person to refer?+
Do I have to tell them first?+
Who is actually worth referring
The referrals that work best are not simply people who need a tax return. They are owners in a specific kind of moment — and you can usually tell:
- Someone whose accountant has gone quiet. Retired, merged, sold the practice, or just stopped returning calls. This is the most common reason people move.
- Someone who has just incorporated and has not yet worked out what changes — payroll, a corporate return, how to pay themselves.
- Someone who is behind. Books untouched for a year, filings overdue, a CRA letter they have not opened. This is fixable and they usually think it is not.
- Someone paying by the hour and afraid to phone. If they hesitate before asking their accountant a question, they are paying for the wrong arrangement.
- Someone growing. First employee, first big equipment purchase, first year where the numbers actually matter to a decision.
What they do not need to be is large. Most of the businesses we work with are one to ten people.
What happens after you refer someone
The process is deliberately unremarkable, because a referral should not create work for you.
- You pass on their name, or ours. Either direction works — send us their details, or just forward them our number. Whatever is less awkward.
- We reach out within one business day. Usually the same day. No sequence of marketing emails, no follow-up campaign if they are not interested.
- A free consultation, by video or phone. Around thirty minutes. They describe the situation, we tell them honestly what it would involve and what it would cost.
- They get a written fixed quote before anything starts. If they decide not to proceed, that is genuinely the end of it — and it will not come back to you.
You will not be asked to chase them, and we will not report back on what they decided. If they would rather we did not mention who suggested us, tell us and we will not.
What the person you refer can expect
The same thing every client gets: a fixed fee agreed before work begins, a Chartered Professional Accountant handling the file from start to finish rather than a chain of juniors, and the ability to ask a question in June without an invoice following it. Everything runs online — video calls, secure document upload, e‑signature — so there is no office visit and no lost afternoon.
If they are switching from another firm, we handle the handover, including requesting prior records and the previous accountant’s working papers. Most people expect that part to be difficult and it is not. Our the switching process page walks through it, and your first 90 days sets out what onboarding actually looks like.
A message you can forward
If it is easier to just send something, this is written to be copied and pasted — edit it however you like:
“You mentioned you were looking for an accountant — I use EverStone CPA and have been happy with them. Fixed fees agreed up front, so you are not charged for phone calls, and everything is done online so there is no driving anywhere. It is a CPA firm out of Abbotsford but they work with businesses across Canada. Their site is everstonecpa.com and the first consultation is free.”
Why we do not pay for referrals
We do not offer finder’s fees, commissions, discounts on your own fees, or any other payment for sending someone our way. This is deliberate and it is not going to change.
A referral is only worth anything because it is honest. The moment there is money attached, the person receiving it has to wonder whether you recommended us or were paid to, and the recommendation stops being useful to them. It also sits badly with the professional obligations a CPA works under. If you refer someone, it should be because you think they would be better off — and that is the only reason we would want you to.
If you would rather introduce us directly
Some people prefer a three-way introduction to passing along a number, and that is often the most effective version. Send us an email with their name and a line about the situation, copy them in, and we will take it from there without making it a production.
Prefer to just say the word?
Give them our number — (604) 832-1743 — or book a consult on their behalf.