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Referral guides for professional firms - spotting the moment, referring clients compliantly, and earning a share.
Showing articles tagged Business owners — clear filter
Turning the Year-End Meeting Into a Referral Conversation
The year-end meeting is the single richest opportunity an accountant has to spot where a client needs specialist help. Used well,…
The Real Cost of Not Referring, for an Accountancy Practice
Doing nothing feels like the cautious option. But for a practice that spots client needs and lets them pass, inaction has a real …
Referring your startup-founder clients
Startup founders are brilliant at building the business and poor at protecting themselves. Spotting that gap, and referring well,…
Referring your company-director clients
Your director clients trust you with the numbers. The referral opportunity lies in the questions the numbers raise but cannot ans…
Lasting powers of attorney: the referral accountants forget
A lasting power of attorney is the document nobody thinks about until it is too late to make one. As the professional closest to …
Idle company cash: when to hand the investment conversation over
Accountants see company cash piling up long before owners act on it. Here is how to recognise the moment and refer it on.
Director's remuneration and the advice handover accountants owe clients
The remuneration planning accountants do best opens directly onto questions only a regulated firm should answer. Here is the hand…
Business succession with no plan: the estate referral moment
For many of your clients the business is the estate. Yet succession is the plan that never gets made — and you sit at the exact i…
Business-sale proceeds: the referral moment before completion
Accountants often know a business sale is coming long before completion. Here is why the referral moment is early, and how to mak…
Building Referrals Into Your Accountancy Client Onboarding
Most accountants think about referrals only when a need becomes obvious. Building the idea into onboarding means you are ready lo…