This article is directly related to Accountants and Tax Preparers, but other professions probably can use these groups to get referrals, too. See the details in this AccountingToday post by Jeff Stimpson: http://www.accountingtoday.com/news/tax_news/reference-material-getting-referrals-from-other-professionals-71624-1.html I have gotten referrals from a group of other professionals that were in a referral group with me. We all left the referral group, but have stayed in touch and still refer work to each other. Financial planners and advisors, IT consultants, mortgage brokers, insurance brokers and attorneys give me most of my referrals, but I also get some from entertainment production companies I have as clients (those are more client referrals than professional referrals, but I will take them all.) For financial, accounting and tax musings, You can count on us to count for you! Email: bstonercpa@sbcglobal.net Phone: 818-317-6035 Website: www.briantstonercpa.com Android and the IPhone: Has been Featured On https://twitter.com/bstonercpa
Musings of a CPA: What Do Your Business Clients Want?
Here is an interesting article on what business clients tend to want in their CPAs. It lists the most popular reasons businesses leave their old CPAs for new ones. The posting is in AccountingWeb by Doug Sleeter: http://www.accountingweb.com/article/what-do-your-business-clients-want/223265 So you can use this article as a to do list to work on things to keep your clients happy so they don’t go somewhere else. It is harder to get a new client than to keep the ones you have. For financial, accounting and tax musings, You can count on us to count for you! Email: bstonercpa@sbcglobal.net Phone: 818-317-6035 Website: www.briantstonercpa.com Android and the IPhone: Has been Featured On https://twitter.com/bstonercpa
Musings of a Burbank CPA: How to tell if your tax preparer has a clue!
Well, the courts have ruled that the IRS doesn’t have the authority (at this time) to regulate tax preparers. This means it is up to you to screen preparers and find one you can count on! See this article in MarketWatch in The Wall Street Journal by Jonnelle Marte to find ways to ensure you don’t get an unqualified preparer: http://www.marketwatch.com/story/can-you-trust-your-tax-preparer-2014-02-14 So now you have all the tools to find yourself a great preparer, especially if you read my blogs! (hahaha.) For financial, accounting and tax musings, You can count on us to count for you! Email: bstonercpa@sbcglobal.net Phone: 818-317-6035 Website: www.briantstonercpa.com Download my business app Available for IPhone and IPad: https://itunes.apple.com/us/app/briantstoner/id810483959?ls=1&mt=8 Available for Android: https://play.google.com/store/apps/details?id=com.app_briantstoner.layout&hl=en Has been Featured On https://twitter.com/bstonercpa