Hundreds of growing businesses trust Robert W. Morris & Company with their tax, payroll, bookkeeping and small business needs. We continue to grow because of referrals from our clients and partners. When you send us a referral, we’ll follow up promptly and engage them as a valued prospect.The best people to refer to us are the decision-makers in growing companies. We work with companies in all industries. Our clients range in size from sole proprietors to companies with thousands of employees.
When your referral becomes a new client, we’ll provide a reward. It's simple. We'll reward you based on the level of service we provide to the new client during their first year with our firm.
*10%- 20% reward for the first year of service for tax, payroll, bookkeeping and CFO clients. Financial planning and attest services are ineligible for this program.
Step 2 - When you make a referral, our team will reach out to the referral directly and engage them in the sales process. When they decide to become a new client, you’ll receive your reward within 60 days of their first service!