(866) 371-8910

The best compliment we can receive is a referral!

Plus each one will land you a FREE month of Accounting Service.

We believe in the work we do, and we know you do too. So help us spread the word!

You give us a referral, we give you a free month of Accounting Service.

You give us more than one referral? We give you more than one free month. No limit. 

It’s that simple.

We’ll even make that Free month sweeter.

Even if you are subscribed to our Starter or Growth Package, we will include some of our KPI’s and schedule a consultation with you for that month.

All you need to do is give us their info!

4 + 8 =

Once you submit this form you will have the opportunity to fill it out again. And again. And again.

"Knowledgable, thorough, adaptable, and excellent with communication."

~ Jeff Grove, DDS

"It is so nice to have this level of clarity."

~ Jason Sala, DDS

"Their experience at this level is priceless."

~ William Chen, DDS

Frequently Asked Questions

Got questions? We have the answers

What if my referral doesn’t sign on as a client?

These things happen, but we are confident that we can provide them the save level of service we have been providing you! Plus you can always try again.


Can I really refer as many people as I want?

You sure can. You can get as many free months of Accounting Service as you want, so long as you keep sending in the referrals!

What if they don’t make it to 90 days?

Have we given you any reason to leave us? Then why would they want to? Our service speaks for itself.


Do I have to refer a dentist?

No! While we do specialize in White Coat business owners, we are certainly capable of working with other business owners as well.

Who doesn’t like to save money, anyway?

All we need from you is the contact info and a good word! Why wouldn’t you do it?

benchmarks financial group


Call us today at
(866) 371-8910

Benchmarks Financial Group
125 TownPark Drive, Suite 300
Kennesaw, GA 30144