Episode 54

Here's What Works for Accountants & CPA on Generating Referral Business

Episode 54. In today's practical episode, "Here's What Works for Accountants & CPAs on Generating Referral Business". With introductions, word of mouth and recommendations supposedly making up the main sources of new work for many accounting firms, we give you ways to generate more high quality referrals.

Key takeaways from today's episode include:

》 A valuable case study of a US accounting practice who generated significant new referral business from 6 low level business clients

》 Three smart win-win options for accountants to offer those clients who cannot afford their fees

》 The danger for accountants and CPAs of relying on referrals as a primary source of new business

》 The key referral sources for accounting professionals and the importance of identifying them

》 Why accountants must be very clear on what kind of clients and work they want through referrals

》 Why a lack of plan or priority around referral generation makes accountants look stupid to their business clients

NOTE TO LISTENERS:

Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.

Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

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About the Podcast

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Accounting Voices Podcast
Accounting Voices helps people in the accounting world stay relevant visible and vocal. Host Rob Brown interprets trends reshaping the profession and gives listeners insight to build authority influence and a stronger voice in firms and markets.

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About your host

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Rob Brown

Rob Brown is the founder and host of the Accounting Voices Podcast, the flagship solo show of the Accounting Voices Network. Each episode offers sharp analysis and commentary on the trends, ideas and people shaping the global accounting profession.

Through this Accounting Voices Podcast, Rob helps accounting firm leaders, decision makers and professionals stay relevant and make sense of disruption in areas like AI, automation, M&A, private equity and soft skills beyond the tech. His perspective blends clarity, insight and curiosity, making complex issues relevant and practical for professionals and decision makers across accounting and finance.

He also leads two monthly panel shows, Accounting M&A and Accounting AI, which bring together senior voices to explore consolidation, strategy and the impact of technology on firms and people.

Rob is the author of the bestselling book Build Your Reputation (Wiley) and a TEDx speaker whose talk The Personal Brand of You has more than 400,000 views. Over his career he has hosted and moderated more than 1,000 conversations with accounting and fintech leaders worldwide.

Based in Nottingham UK, Rob is a stroke survivor living with epilepsy, a black belt in kickboxing, a decent chess player and an average player of four musical instruments.