How to Handle Referrals – And How Not To

Illustration of recommendation and later confirmation as worthwhileStart 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.