Welcome! Your first engagement comes with a credit.

thought we’d be a good fit for you. As a thank-you for trusting their recommendation, you’ll get a credit on your first invoice.

Why clients choose PSP Advisory

• IRS Enrolled AgentLicensed by the IRS to prepare returns and represent taxpayers, with 20 years in tax preparation and review.
• QuickBooks expertiseAdvanced Certified QuickBooks Online ProAdvisor. We clean up messy books and keep them accurate.
• Experience you can count on17 years owning and running tax offices before founding PSP Advisory.
• Personal and responsiveYou work directly with Pei, not a junior employee. Most questions are answered within hours, never left waiting for days.

How we can help

Credit applies to the first invoice of a new client. If you sign up for both bookkeeping and tax services, the $250 credit applies. Credits have no cash value. PSP Advisory may change or end this offer at any time.

Refer a friend. You both get rewarded.

Know a business owner or independent contractor who needs help with their books or taxes? Send them our way. When they become a client, you’re rewarded and they get a credit on their first invoice.

Your reward, your choice: a credit toward your PSP Advisory services, or a gift card of the same amount.

How it works

1. Get your personal link. Ask us for it. When your friend opens it, they’ll see a welcome page with their credit.
2. Share it. Text or email the link to anyone who could use our help. They can also just mention your name when they contact us.
3. You both get rewarded. Your friend gets their credit on their first invoice. Your reward follows once they have paid for a completed cleanup, three months of bookkeeping, or their tax return.

Program terms: The referred client receives a credit on their first invoice. The referrer’s reward is issued once the referred client has paid in full for a bookkeeping cleanup, paid for three months of monthly bookkeeping, or paid for their tax return. If a referral signs up for both bookkeeping and tax services, the $250 reward applies. The referrer chooses a credit toward PSP Advisory services or a gift card of the same amount. The referred person must be a new client. One reward per new client. Credits have no cash value. PSP Advisory may change or end this program at any time.