Edit with
Love working with Laura? Share her with people who matter to you. When your referral becomes an active tax preparation or bookkeeping client, you climb the partner tiers — earning escalating rewards and VIP perks.
Three simple steps to climbing the partner tiers
01
Share Laura's contact info or website with a friend, family member, or colleague who could benefit from her services.
02
Your referral must sign on and become a paying client of The Spale Agency for your referral to count toward rewards.
03
Once your referral qualifies, Laura tracks your milestones and you climb the partner tiers — unlocking escalating rewards and VIP perks.
Perks are cumulative — each tier builds on the last, tracked annually
5 Referrals
Earned after 5 completed referrals
Priority Scheduling
Annual Insurance Review
Annual Tax Review
Access to VIP Resource Library
Value
~$100-$200+
10 Referrals
Earned after 10 completed referrals
Everything in Bronze, plus:
$100 Referral Bonus
$50 Service Credit
Mid-Year Tax Planning Session
Early Access to Promotions & New Services
Quarterly Financial Tips Newsletter (VIP version)
Value
~$250-$400+
15 Referrals
Earned after 15 completed referrals
Everything in Bronze & Silver, plus:
Annual Financial Clarity Session
Priority Response Status
VIP Appreciation Gift
Early Access
Exclusive Quarterly Market & Tax Update
Bring-a-Friend Benefit
Value
~$500+
25+ Referrals
Earned after 25+ completed referrals
Everything in Gold, plus:
Lifetime VIP Recognition
Annual Legacy Planning Review
Complimentary Business Strategy Session
Exclusive Holiday Appreciation Gift
VIP Spotlight
Invitation to Annual VIP Appreciation Event
Concierge Service
Legacy Circle Recognition
Value
$1,000+
Reach out to Laura directly to get started. She'll track your referrals and make sure you receive your rewards as milestones are reached.
Fine Print: Referrals must become active, paying tax preparation or bookkeeping clients of The Spale Agency to qualify toward rewards. Life insurance referrals are not included in this program. Tier perks are cumulative and tracked annually. Referral bonuses and gifts are delivered upon milestone confirmation. Referral rewards and VIP discounts cannot be combined with military, veteran, healthcare worker, law enforcement, promotional, or introductory discounts. The highest eligible discount applies. The Spale Agency reserves the right to modify or discontinue the program at any time.