are great… but referrals from CPA’s are golden!
Wouldn’t we all like more of those?
As with any referral, you should start with a person that both parties
share. In this case it would be… your
client… that you and their CPA share!
And NOW is the right time to leverage that shared relationship! As we go into tax season, I would recommend you find out the contact information for all of your different clients’ tax prepares. Then, you send them a letter that looks like this…
Hello [Mr./Ms. CPA or Attorney Last
clients [Mr. and Ms. Client] recently became a client of mine as well. They
spoke very highly of you and the work you’ve done for them.
let me know if there is any way that I can assist you in your work with [Mr.
and Ms. Client]. I believe their transition to me went smoothly and I want to
make sure that anything we do, dovetails with the work you’ve already done for
you have any questions or concerns, please feel free to give me a call at [your
number] or email me at [your email].
I’ve also enclosed a card. With
your permission, I will drop you a note occasionally with matters of interest,
just to keep the lines of communication open.
Name and contact info]
you compliment them and let them know you share a client… and then you offer to
make their lives easier (instead of
trolling for new business). Now,
chances are, some of your clients share the same tax preparer… so you might
send 3 or 4 of these letters to the same CPA.
What does that say to the CPA?
Holy cow! This advisor must be
good! Since many of my clients are using
after tax season follow up with a call to the CPA and reference the letter to
open the lines of communication. Then,
begin to drip with your newsletter to them.
CPA’s only refer to people they know and trust. By following the procedure I just laid out, they
will begin to know and trust you… and the referrals will follow.