{"id":118933,"date":"2023-11-01t11:55:41","date_gmt":"2023-11-01t15:55:41","guid":{"rendered":"\/\/www.g005e.com\/?p=118933"},"modified":"2024-08-27t17:00:48","modified_gmt":"2024-08-27t21:00:48","slug":"why-other-accountant-are-great-referral-sources","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/11\/01\/why-other-accountant-are-great-referral-sources\/","title":{"rendered":"why other accountants are great referral sources"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-118942\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/11\/1600_an-illustration-of-different-types-of-people-connected-in-different-ways-this-works-great-for-social-networking-or-word-of-mouth-referral-marketing-concepts_rthcwdcbj.jpg\" alt=\"\" width=\"1598\" height=\"1600\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/11\/1600_an-illustration-of-different-types-of-people-connected-in-different-ways-this-works-great-for-social-networking-or-word-of-mouth-referral-marketing-concepts_rthcwdcbj.jpg 1598w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/11\/1600_an-illustration-of-different-types-of-people-connected-in-different-ways-this-works-great-for-social-networking-or-word-of-mouth-referral-marketing-concepts_rthcwdcbj-424x425.jpg 424w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/11\/1600_an-illustration-of-different-types-of-people-connected-in-different-ways-this-works-great-for-social-networking-or-word-of-mouth-referral-marketing-concepts_rthcwdcbj-849x850.jpg 849w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/11\/1600_an-illustration-of-different-types-of-people-connected-in-different-ways-this-works-great-for-social-networking-or-word-of-mouth-referral-marketing-concepts_rthcwdcbj-201x201.jpg 201w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/11\/1600_an-illustration-of-different-types-of-people-connected-in-different-ways-this-works-great-for-social-networking-or-word-of-mouth-referral-marketing-concepts_rthcwdcbj-768x769.jpg 768w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/11\/1600_an-illustration-of-different-types-of-people-connected-in-different-ways-this-works-great-for-social-networking-or-word-of-mouth-referral-marketing-concepts_rthcwdcbj-1534x1536.jpg 1534w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/11\/1600_an-illustration-of-different-types-of-people-connected-in-different-ways-this-works-great-for-social-networking-or-word-of-mouth-referral-marketing-concepts_rthcwdcbj-300x300.jpg 300w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/11\/1600_an-illustration-of-different-types-of-people-connected-in-different-ways-this-works-great-for-social-networking-or-word-of-mouth-referral-marketing-concepts_rthcwdcbj-600x601.jpg 600w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/11\/1600_an-illustration-of-different-types-of-people-connected-in-different-ways-this-works-great-for-social-networking-or-word-of-mouth-referral-marketing-concepts_rthcwdcbj-100x100.jpg 100w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/11\/1600_an-illustration-of-different-types-of-people-connected-in-different-ways-this-works-great-for-social-networking-or-word-of-mouth-referral-marketing-concepts_rthcwdcbj-24x24.jpg 24w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/11\/1600_an-illustration-of-different-types-of-people-connected-in-different-ways-this-works-great-for-social-networking-or-word-of-mouth-referral-marketing-concepts_rthcwdcbj-48x48.jpg 48w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/11\/1600_an-illustration-of-different-types-of-people-connected-in-different-ways-this-works-great-for-social-networking-or-word-of-mouth-referral-marketing-concepts_rthcwdcbj-96x96.jpg 96w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/11\/1600_an-illustration-of-different-types-of-people-connected-in-different-ways-this-works-great-for-social-networking-or-word-of-mouth-referral-marketing-concepts_rthcwdcbj-150x150.jpg 150w\" sizes=\"auto, (max-width: 1598px) 100vw, 1598px\" \/><\/p>\n<p><strong>plus 9 ways to meet more people.<\/strong><\/p>\n<p><i>by ed mendlowitz<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/?s=mendlowitz&amp;s_cs=true\"><i>the 卡塔尔世界杯常规比赛时间 practice doctor<\/i><\/a><\/p>\n<p>referrals should be your greatest way of obtaining additional business and in particular tax services.<\/p>\n<blockquote><p><b>more on marketing: <\/b><a href=\"\/\/www.g005e.com\/2023\/10\/25\/do-you-really-want-that-client\/\">do you really want that client?<\/a> | <a href=\"\/\/www.g005e.com\/2023\/10\/11\/want-more-tax-clients-heres-how\/\">want more tax clients? here\u2019s how<\/a> | <a href=\"\/\/www.g005e.com\/2023\/09\/13\/seven-keys-to-a-complete-succession-plan\/\">seven keys to a complete succession plan<\/a> | <a href=\"\/\/www.g005e.com\/2023\/08\/23\/the-tax-effects-of-buying-or-selling-a-business\/\">the tax effects of buying or selling a business<\/a> | <a href=\"\/\/www.g005e.com\/2023\/07\/05\/how-to-guide-clients-through-divorce\/\">how to guide clients through divorce<\/a> | <a href=\"\/\/www.g005e.com\/2023\/06\/14\/help-clients-manage-their-investments\/\">help clients manage their investments<\/a> | <a href=\"\/\/www.g005e.com\/2023\/05\/24\/help-heirs-with-tax-issues\/\">help heirs with tax issues<\/a> | <a href=\"\/\/www.g005e.com\/2023\/05\/03\/every-client-can-use-financial-planning\/\">every client can use financial planning<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2023\/11\/01\/why-other-accountant-are-great-referral-sources\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>referrals do not just come from existing clients, but can come from almost everyone you know. referrals are made by people who believe<br \/>\n<!--more--><\/p>\n<ul>\n<li>you will do the best job in that situation.<\/li>\n<li>you will be responsive to the client\u2019s needs.<\/li>\n<li>you will return calls promptly and meet deadline.<\/li>\n<li>you will keep the referrer informed at every step along the way, if the referrer is another professional working on the conflict.<\/li>\n<li>you look for opportunities to bring in the other professional for additional necessary services; you don\u2019t \u201cshut out\u201d the referrer.<\/li>\n<li>your demeanor will enhance the reputation of the referrer.<\/li>\n<li>your fees are reasonable for the project.<\/li>\n<li>you have competent staff assisting you.<\/li>\n<li>you do not embarrass the referrer.<\/li>\n<li>you try to reciprocate with a cross-referral as much as possible.<\/li>\n<\/ul>\n<p><strong>accountants as referral sources<\/strong><\/p>\n<ul>\n<li>easier to meet<\/li>\n<li>look for opportunities to cross-refer<\/li>\n<li>almost every accountant has a client who will need at some point a sophisticated tax expert in a given area.<\/li>\n<\/ul>\n<p><strong>how to meet referral sources<\/strong><\/p>\n<ul>\n<li>you have to be out there.<\/li>\n<li>go to association meetings.<\/li>\n<li>join organizations and become an active board member, volunteer to be on committees, attend golf outings they sponsor and stay for the awards and buy extra door prize tickets so you will win something, and if you win a foursome \u2013 invite them to join you. ditto if you win sports tickets.<\/li>\n<li>give speeches.<\/li>\n<li>be seen and have people expect to see you if they want to ask a question where they won\u2019t feel an obligation to use you, although that might be why they are \u201cfishing\u201d with you.<\/li>\n<li>call someone you want to meet, introduce yourself and ask if you can stop by for 10 minutes, buy them breakfast or lunch, or invite them to one of your firm\u2019s events.<\/li>\n<li>join networking groups, or start one.<\/li>\n<li>make yourself an expert on a narrow but essential facet of taxation (such as fbar, employee compensation, stock options, collection matters when it appears there is no hope, law firm taxation, insurance brokerage taxation, construction contractors, stock traders) and offer free breakfast meetings or lunch and learns. make the topic a must-know so they must attend.<\/li>\n<li>organize speaking programs for your target group.<\/li>\n<\/ul>\n<p><strong>very important tip<\/strong><\/p>\n<ul>\n<li>ask for a referral. do not assume they know what you want.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p><strong>plus 9 ways to meet more people.<\/strong><br \/>\n<a href=\"\/\/www.g005e.com\/2023\/11\/01\/why-other-accountant-are-great-referral-sources\/\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-118949\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/11\/250_mendlowitz_1600_an-illustration-of-different-types-of-people-connected-in-different-ways-this-works-great-for-social-networking-or-word-of-mouth-referral-marketing-concepts_rthcwdcbj.jpg\" alt=\"\" width=\"250\" height=\"125\" \/><\/a><br \/>\n<i>by ed mendlowitz<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/?s=mendlowitz&amp;s_cs=true\"><i>the 卡塔尔世界杯常规比赛时间 practice doctor<\/i><\/a><\/p>\n","protected":false},"author":1341,"featured_media":51302,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[2254,3120,3002],"tags":[],"class_list":["post-118933","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-growth","category-pro-member-exclusive","category-special"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v24.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>why other accountants 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