How to Handle Referrals – And How Not To

Start with the warm introduction, then thank the source.

By Michelle Long and Sandi Leyva
The Ultimate Accounting Virtual Conference

We’re talking about client communication and all kinds of different things about communicating with our clients because sometimes as accountants and bookkeepers this is an area we might not be quite that great in.

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We want to start by talking about the art of a referral. That’s not exactly client communication but it certainly helps us get clients.

Posted on December 4, 2015

Michelle Long

About the Author

Michelle L. Long, CPA, MBA, and co-founder of The Ultimate Accounting vCon, virtual conferences designed for accounting professionals who want to update their accounting, technology, and marketing skills so they can improve their businesses or perform their job better.

As the founder of Long for Success LLC, she has helped thousands of accountants grow their business and knowledge of QuickBooks and QuickBooks Online through her training, writing, and coaching. Michelle was named one of 10 Women Who Inspire a Profession by Accounting Today, a Small Business Influencer Awards – Top 100 Champion by Small Business Trends, and a Financial Services Champion of the Year by the SBA in recognition of her dedication to helping entrepreneurs and small business owners. As an international speaker and author, Michelle has presented hundreds of seminars and webinars for Intuit, Staples, Office Depot and more. Plus, she’s been a speaker at numerous conferences for CPAs and accounting professionals nationwide. Michelle’s work has been noted in the New York Times, Inc.com, Business Week, Investor’s Business Daily, WebCPA, Accounting Today and more. She’s also co-host of the

Michelle was named one of 10 Women Who Inspire a Profession by Accounting Today, a Small Business Influencer Awards – Top 100 Champion by Small Business Trends, and a Financial Services Champion of the Year by the SBA in recognition of her dedication to helping entrepreneurs and small business owners. As an international speaker and author, Michelle has presented hundreds of seminars and webinars for Intuit, Staples, Office Depot and more. Plus, she’s been a speaker at numerous conferences for CPAs and accounting professionals nationwide. Michelle’s work has been noted in the New York Times, Inc.com, Business Week, Investor’s Business Daily, WebCPA, Accounting Today and more. She’s also co-host of the

As an international speaker and author, Michelle has presented hundreds of seminars and webinars for Intuit, Staples, Office Depot and more. Plus, she’s been a speaker at numerous conferences for CPAs and accounting professionals nationwide. Michelle’s work has been noted in the New York Times, Inc.com, Business Week, Investor’s Business Daily, WebCPA, Accounting Today and more. She’s also co-host of the award-winning Ultimate Accounting vCon.

Michelle is the author of several books including the recently released QuickBooks Practice Set, QuickBooks Online Practice Set and QuickBooks 2014 on Demand. Other books include How to Start a Home-Based Bookkeeping Business, Successful QuickBooks Consulting and numerous courses for Intuit Academy.

Michelle is a CPA, Advanced Certified QuickBooks ProAdvisor, holds an MBA in Entrepreneurship and is a Certified FastTrac Facilitator. Her blog was named 10 Accounting Blogs Worth Watching by Accounting Today. Her Linkedin Group (Successful QuickBooks Consultants) has nearly 50,000 members and is a great resource and networking opportunity for accounting professionals.

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