Terms and Conditions

How the Campaign Works 

Making a Referral 

1. A new client must mention in their onboarding that they were referred by (Name of Client and Partner). 

1. Multiple referrals are encouraged between January 1st and December 31st, 2024. 

Qualifying Referrals 

1. A “Qualifying Referral” means that all the following conditions are met: 

1. They are not an existing client of SB partners  

1. They were onboarded during the 2024 calendar year 

1. The first payable invoice was issued and paid within 12 months of onboarding and must include accounting or assurance services for an organization 

Payment of Donations 

1. A reconciliation will be completed in June 2024, November 2024, June 2025, and January 2026 to determine the number of new qualifying referrals in 2024.  

1. Upon the completion of each reconciliation, a donation will be made to the United Way and the Burlington Food Bank for 50% each of the total donation amount.