Turn your rejections into revenue.

You can't accept all mandates, but you can remain the person of trust for your clients. With the Bankeo referral program, each entrepreneur or NPO you redirect to our network earns you a commission, while strengthening your role as a trusted advisor.
Become a partner

Don't say no anymore. Say "I know the right resource."

Protect the customer relationship

Offer a concrete solution rather than a simple refusal. Your customer will remember this.
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"Syncing sales with inventory was so smooth with Unicorns. No more gaps between sales and merchandise while dealing with prospective leads."
-Rudra Ghosh, CEO, Vermillion

Expand your offering

Meet needs you don't cover, without hiring or outsourcing.
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"We've hit our projected numbers and more with the ability to take action with real-time data."
-Pritom Rani, VP Sales, Cobalt

Integrated accounting software

Quebec accounting software included at no cost.
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"We've hit our projected numbers and more with the ability to take action with real-time data."
-Pritom Rani, VP Sales, Cobalt

Get paid

Receive up to 10% of the projected first-year mandate for each referral completed
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Win-win collaboration

By referring your customers to the Bankeo network, you demonstrate that you have their best interests at heart, even when the mandate is not yours. You position yourself as the strategic advisor who always has a solution to offer, whether it is for bookkeeping, corporate taxation, incorporation or any other accounting service for businesses.
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For whom?

Simple, fast, effortless

How it works

Data Integration

Sync systems and departments so you no longer have to wait for numbers

Daily Task Management

Prioritize and plan out your time based on shifting business needs

Connect

Communicate with your team right on your dashboard to avoid crossed wires and lost emails

Frequently Asked Questions

Some frequently asked questions
Who can participate?

The program is open to all professionals: CPAs, accounting technicians, bookkeepers and others.

How is the reward calculated?

Up to 10% of the value of the actual mandate signed for the first year of service.

When do I receive my reward?

As soon as the contractor makes their first payment to the new firm.

How is the reward paid?

You have the choice of one of two options:
1. Receive the money directly (bank transfer)
2. Send your reward to the organization of your choice if you do not wish to receive the reward directly.

Does it cost anything?

No. Registration is free, without obligation.

How do I refer someone?

After registration, you will receive your personalized referral link and instructions by email.

What services are covered?

All accounting services for companies. Personal taxes are not included.

Will my client know that I have received a commission?

No. The amount of your commission remains confidential.

Do you offer discounts for non-profits?

We do. We offer a sliding scale for non-profits based on your needs and size. Let's talk further.

Do you offer referral programs?

Not yet but watch this space for more soon!