Refer to RMW with Confidence.

We’ll Take It From Here.

We believe confident financial decisions start with trusted relationships. If you know a business owner, or individual who could benefit from proactive tax planning, accounting services, or year-round advisory support, we would be honored to serve them.

Close up of entrepreneurs handshaking after successful business meeting in the office.
Group (7)

A Community Built
on Trust and Referrals

Diverse business team making handshake agreement

Many of our strongest client relationships begin with an introduction. When you refer someone to RMW Accounting, you’re extending a relationship built on integrity, clarity, and proactive financial guidance.

We deeply value the confidence you show when recommending our firm.

How the Referral Program Works:

  • Submit your referral by April 30, 2026.
  • If your referral becomes an RMW client in 2026, you’ll receive:
    - $100 invoice credit for each tax client
    - $200 invoice credit for each monthly bookkeeping client
  • Your referral will be routed directly to the RMW Accounting office you work with, ensuring a seamless and personal follow-up.

Submit a Referral

Complete the form below with your information and your referral’s details.

What to Expect After You Submit

icon - personal_outreach

Personal Outreach

A team member from your local office will reach out to your referral to understand their needs.

icon - tracking

Internal Tracking & Follow-Through

We track each referral from submission through consultation and onboarding.

icon - voucher

Appreciation

If your referral becomes a client in 2026 and qualifies under the program terms, your referral credit will be automatically applied to your next eligible invoice.

FAQ

Business woman discussing a new project with her team in a meeting. Young woman explaining her business ideas while sitting in an office.
Hands, business people and handshake with deal, graphs and profit growth or sales analytics. Closeup, thank you and financial advisor with agreement, B2B welcome or CRM with charts or company revenue.

Questions About the Referral Program?

If you have questions about eligibility or how the referral process works, please contact your local RMW Accounting office.

We are truly grateful for the trust you place in us and for every introduction you make. Your referrals help us continue serving our communities with clarity, integrity, and financial leadership.