Is Your Bookkeeper Good or Great

Is your bookkeeper good or great?

How do you know if your bookkeeper is good or great? Here are a few attributes that any good bookkeeper must have to be effective:

  1. Trustworthy & ethical
  2. Organized
  3. Possesses strong technical knowledge
  4. Is a good communicator
  5. Knows what they don’t know (refers you to your CPA)

In addition to the list above, here are additional traits that make a good bookkeeper a great resource and an effective partner in your business:

  1. Process driven
  2. Efficient
  3. Active listener
  4. Life long learner
  5. Sees the big picture
  6. Understands business tax deductions
  7. Works well with your CPA and other members of your team
  8. Keeps your priorities on track
  9. Understands your industry

 

Don’t forget to consider your personal business style when selecting a bookkeeper or bookkeeping service. Will you will look at financial statements sent to you via email without interaction, or do you need someone that will meet with you in person to be sure you are clear on what the numbers represent?

Please remember clear expectations are key to a successful partnership with anyone. Be sure that you communicate what your minimum requirements are to your bookkeeper. If your bookkeeper is not exceeding the expectations you have set, schedule an appointment with us to discuss how PRESAGE provides you with more – not just inputting of your historical transactions, but someone who can make recommendations for improvements to your current business processes.

Linda Porreca
linda@presagefinancial.com


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REFERRAL PROGRAM TERMS & CONDITIONS

Last Updated: December 2023 

1. Referral Program Terms Of Use

As an authorized affiliate (Affiliate) of PRESAGE, you agree to abide by the terms and conditions contained in this Agreement (Agreement). Please read the entire Agreement carefully before registering and promoting PRESAGE as an Affiliate.


Your participation in the Program is solely to receive a commission on services purchased by businesses referred to PRESAGE through your personal referrals.


This program is intended for “word of mouth”, or direct person-to-person, referrals either verbally or via email. Affiliates are not encouraged to promote PRESAGE’s services on their website or through the use of other mass marketing tools and techniques.


By signing up for the PRESAGE Referral Program (Program), you indicate your acceptance of this Agreement and its terms and conditions.

2. Approval Or Rejection Of The Application

We reserve the right to approve or reject ANY Affiliate Program Application at our sole and absolute discretion. You will have no legal recourse against us for the rejection of your Affiliate Program Application.  

3. Commissions

Commissions will be paid once a month. For an Affiliate to receive a commission, the referred account must make a minimum purchase of $375.


You cannot refer yourself, and you will not receive a commission on your own accounts. 


Payments will only be sent for transactions that have been successfully completed.  
Transactions that result in chargebacks or refunds will not be paid out.  


Commissions will not be paid where it will violate an existing agreement with the Affiliate through another referral program (e.g., networking groups such as BNI). PRESAGE will follow the existing protocol as defined in the individual networking group’s charter or bylaws.  


If would like to use the program to make referrals easier, but work in an industry where receiving a commission is either prohibited or considered unethical, you can still register and inform us via email that you will forgo your commissions.  

 4. Termination

Your affiliate application and status in the Program may be suspended or terminated for any of the following reasons:  

 

  • Inappropriate advertisements (false claims, misleading hyperlinks, etc.).
  • Spamming (mass email, mass newsgroup posting, etc.).
  • Advertising on sites containing or promoting illegal activities.
  • Failure to disclose the affiliate relationship for any promotion that qualifies as an endorsement under existing Federal Trade Commission guidelines and regulations, or any applicable state laws.
  • Violation of intellectual property rights. PRESAGE reserves the right to require license agreements from those who employ trademarks of PRESAGE in order to protect our intellectual property rights.
  • Offering rebates, coupons, or other form of promised kickbacks from your affiliate commission as an incentive. Adding bonuses or bundling other products with PRESAGE, however, is acceptable.
  • Self-referrals, fraudulent transactions, suspected Affiliate fraud.

 

In addition to the foregoing, PRESAGE reserves the right to terminate any Affiliate account at any time, for any violations of this Agreement or for any reason.  

5. Affiliate Links

You may use graphic and text links within your email messages. You may use the graphics and text provided by us, or you may create your own as long as they are deemed appropriate according to the conditions and not in violation as outlined in the Termination section.  

6. Pay Per Click (PPC) Policy

PPC bidding is NOT allowed without prior written permission.  

7. Liability

PRESAGE will not be liable for indirect or accidental damages (loss of revenue, commissions) due to affiliate tracking failures, loss of database files, or any results of intents of harm to the Program and/or to our website(s).  


We do not make any expressed or implied warranties with respect to the Program and/or the services sold by PRESAGE. We make no claim that the operation of the Program and/or our website(s) will be error-free, and we will not be liable for any interruptions or errors.  

8. Term Of The Agreement

The term of this Agreement begins upon your acceptance in the Program and will end when your Affiliate account is terminated.  


The terms and conditions of this agreement may be modified by us at any time. If any modification to the terms and conditions of this Agreement are unacceptable to you, your only choice is to terminate your Affiliate account. Your continuing participation in the Program will constitute your acceptance of any change.  

9. Indemnification

Affiliate shall indemnify and hold harmless PRESAGE and its affiliate and subsidiary companies, officers, directors, employees, licensees, successors and assigns, including those licensed or authorized by PRESAGE to transmit and distribute materials, from any and all liabilities, damages, fines, judgments, claims, costs, losses, and expenses (including reasonable legal fees and costs) arising out of or related to any and all claims sustained in connection with this Agreement due to the negligence, misrepresentation, failure to disclose, or intentional misconduct of Affiliate.  

 

 10. Electronic Signatures Effective

The Agreement is an electronic contract that sets out the legally binding terms of your participation in the PRESAGE affiliate program. You indicate your acceptance of this Agreement and all the terms and conditions contained or referenced in this Agreement by completing the PRESAGE application process. This action creates an electronic signature that has the same legal force and effect as a handwritten signature.  

Referral Program Registration
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