Five Ways to Get Better Clients

Psst… It works for finding new hires, too.

By Sandi Leyva

There are many great things about getting better client referrals. First, referrals have a built-in trust that helps you move through the sales process faster. Second, there’s almost no marketing cost involved. Third, they tend to make a better long-term client.

MORE: 11 Ways to Boost Billings and Impress Clients | How Clients Get Underserved and Accountants Get Underpaid
Exclusively for PRO Members. Log in here or upgrade to PRO today.

Unfortunately, many accountants take a reactive approach to referrals, waiting until they come to them, rather than a more profitable approach, which is to proactively maximize referrals.

Here are five proactive ways to boost referrals and get the kind of client you want most:

Posted on October 28, 2021

Sandi Smith Leyva

About the Author

Sandi Smith Leyva, CPA.CITP, helps small business owners get more clients, boost their revenues, and achieve their dreams using painless, low-cost marketing strategies.

She's the author of
The Complete Guide to Marketing for Tax & Accounting Firms,
published by CPA Trendlines, which she discusses here:

Read more from Sandi Smith Leyva

At Accountant's Accelerator, Leyva provides CPE webinars and self-study training for CPAs, EAs, tax professionals and accounting professionals who want to learn more to help them grow their practices, earn more, work less, and serve their clients better.

Her business experience includes management time at two Fortune 500 companies as well as making payroll every Friday as a small business owner. A seasoned speaker, she has presented her business programs to thousands of conference attendees. Sandi has earned an MBA as well as a master's in neuroscience.

Sandi has written four technology books and over 500 articles for clients such as Microsoft, Intuit, and the American Institute for CPAs, and her most recent book is Following Amelia: A Modern Day 'Round-the-World Flight.

In 1995, Sandi became the sixth American female and the 15th or so female to co-pilot a single-engine airplane worldwide. In 2009, Sandi co-founded the American Happiness Association, a 501(c)3 nonprofit charitable organization that helps people learn the tools they need to be happy on a long-term basis.

With quite an eclectic background, Sandi is truly a one-of-a-kind grow-your-biz, live-your-dreams coach. She transforms the latest proven scientific methods into millionaire mindsets to help her clients experience how their own hearts, minds, and spirits are their greatest source of personal power.

Click here for more by Sandi Smith Leyva

TO READ THE FULL ARTICLE

Continue reading your article with a CPA Trendlines Pro membership.