CoreCPAs & Advisors - Referral Program Terms and Conditions Section

Welcome to the CoreCPAs & Advisors Referral Program. By participating in the program, you agree to abide by these Terms and Conditions. Please read them carefully.

To be eligible for our Referral Program, you must be a client of CoreCPAs & Advisors. The referred individual or business must not be a current client of CoreCPAs & Advisors.

How to Participate?

To participate, provide your unique referral code to your contacts this was given to you via email, you can call directly to our accounts manager Rosa Mancilla or business developer manager Ricardo Cano to confirm your referral code. When they use this code to engage our services, we will attribute the referral to you.


For each successful referral, you will receive a 25% discount on your next invoice. A successful referral is defined as a referred contact who becomes a paying client of CoreCPA s & Advisors.

Reward Conditions

-The discount is not transferable and must be used by the referrer.

-The discount cannot be exchanged for cash or other forms of credit and has no monetary value.

-Discount Limit: There is not a limit on the total discount a client can accumulate. For example, a client can earn 25% discount for each referral that becomes a paying client for CoreCPAs & Advisors, this discount will be applied for the next immediate invoice, if the total amount of discount exceeds the 100% of your next invoice the remaining percentage will be applied to the follow up invoice. This discount applies only to the services covered in our Engagement Letter already signed with you as a current client.

-Expiration Date: Earned discounts will be applied to the next immediate invoice and non accumulative or passed on to another client.

-Single Use: Each earned discount is single-use. Once the discount is applied to an invoice, it is removed from the client’s balance.

-Non-Accumulative: Discounts cannot be accumulated with other offers or promotions. That is, if there is already a promotion in progress, the client cannot apply their referral discount additionally.

-Applicable to Selected Services: Discounts can only apply to, Accounting, Sales Tax and California Statement Information . This discount cannot apply to services that are already discounted or if you are part of a payment plan.

-Billing Minimum: There is a billing minimum to apply the discount. For example, the discount can only apply to invoices that exceed a certain amount, in this case the minimum a mount should be $500 USD.

Changes to the Terms and Conditions

CoreCPAs & Advisors reserves the right to modify these Terms and Conditions at any time. Any changes will be updated on this page.

If you have any questions about the Referral Program or these Terms and Conditions, please contact us at 877 914 2500.  

Thank you for choosing CoreCPAs & Advisors and for participating in our Referral Program.

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