Ever thought of asking accountants to introduce you to their clients?

Mark Lee

Free Member
Jan 16, 2008
17
4
Pinner near London
It seems so obvious doesn't it? Approaching local accountants who have clients that could be ideal customers and clients for your business or service? Most accountants will have been 100 and 400 clients so, in theory, this could be a great route to market - IF the accountant is willing to advocate you and to refer any of their clients to you. And that's a BIG if.

So STOP
I've lost track of the people who've asked me why their efforts to interest accountants in their services and in referring them to their clients are not having any impact.

I guess I get asked because of my background in the profession, my independent role now that I'm no longer in practice, my extensive network of accountants and tax advisers and my insights as evidenced on my blogs and websites.

Instinctively the idea makes sense but so many people mess up. They don't know the first thing about how accountants work, what motivates them or how to get them to refer their clients on to other service providers. Have you tried this in the past and been tempted to give up?

Certainly there is little point in going in blind. You will never get a second chance to make a first impression. Once you've messed up your initial approach you will have blown all prospect of securing introductions to any of the accountant's clients.

Anyone want to guess what are the most common mistakes that people make when they approach accountants in an effort to secure introductions and referrals?

PS: It was because of the large number of people seeking my advice on this subject - and my love of entertaining and informing audiences that I have created a unique seminar revealing [URL="http://www.business-scene.com/event_detail.php?e=6260"]What Everybody Should Know... About How To Build Profitable Relationships With Accountants.
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Accounting Solutions

Thought I had found the answer to my question but just found the answer? So what is the main thing to do wrong?

I have just started my own accounting, bookkeeping & payroll business and found lots of members on here saying its a good idea to write to all my local accountants.

My first question is what would be a good introduction/sales pitch in a letter, I really dont know where to start. Can any fab sales/marketing gurus out there help
 
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Fenland

Free Member
Jul 11, 2008
287
42
Cambridge
On this general theme, but a slight tangent.

An accountancy practice near to me is of a reasonable size. They have a monthly newsletter which is sent out by email.

What they do, obviosuly with the business owners permission, is to have a page or so of either new businesses that they have taken on recently or current clients who have some news.

With an appropriate proviso the accountancy practice is not thus recommending anyone, but this a very good platform for networking..

Great exposure for the new client to all the existing ones:)
 
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I put clients in my newsletter as a free service to them and to enable them to network amongst themselves (since many know each other anyway). Many accountants do that and/or hold informal get togethers/Budget meetings etc. It passes on information I need to give them and they can network.

Now why would I, or any accountant, introduce non-clients into that nice little set up? I might recommend someone I knew whose services I had used myself but recommending a stranger is just advertising to my clients which I imagine would annoy them.

I do keep various leaflets and info sheets from people which I might pass on with the caveat "I haven't tried these people but here's some info". You might want to produce something which accountants would keep in a drawer if you asked nicely.

How are you on writing articles? You might get some accountants to accept and article for their website with your links.

Another way if to get your own accountant to recommend you to their accountant buddies who might then refer clients to you.

Be creative but don't expect free advertising!
 
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