Legal

Terms & conditions

Terms for the Bee Balanced Accountancy referral scheme.

Referral scheme: September–December 2025

Promoter

Bee Balanced Accountancy (Manchester, UK).

Eligibility — referrer

Open to UK residents aged 18+. You may refer multiple businesses; rewards apply per successful new client.

Eligibility — new client

A UK business that has not been an existing or previous Bee Balanced client within the last 24 months.

Reward — referrer

One £50 e-voucher or similar per successful referral.

Voucher trigger

Payable after the new client signs an engagement letter for a monthly bookkeeping package and completes onboarding and anti-money-laundering checks.

Reward — new client

One month of accountancy services free, capped at £150, applied as a credit after onboarding. Any monthly fee above £150 is billed as normal.

Onboarding fees

Standard onboarding or setup fees remain payable and are not included in the free month.

Package requirement

The new client must sign up to an ongoing monthly bookkeeping package with a minimum three-month term. One free month per new client.

Non-cash and non-transferable

Rewards cannot be exchanged for cash or transferred.

Other offers

The scheme cannot be combined with other discounts unless confirmed in writing.

Payment status

Rewards are issued after onboarding while the new client is in good standing, with no overdue amounts.

Geographic scope

Primarily for businesses in Greater Manchester and surrounding areas. Contact us if unsure.

Fair use

We may refuse or withdraw rewards for fraudulent referrals, self-referrals or referrals that do not meet these terms.

Changes

We may amend or withdraw the promotion; changes will not affect referrals already qualified under the applicable terms.

Data

Personal data is processed in line with our Privacy Policy and UK GDPR.

Questions

Email hello@beebalanced.co.uk.