Bookkeeper: Best Referral Sources
Who should be sending you clients, and the rooms they are already sitting in. Tell us where you are and we will send the list.
Your one-page action plan
Five partners, what starts the work for each one, and the three rooms to be in. Print it and keep it in the car.
Networking plan: Bookkeeper
The five people who should be sending you clients
- CPA / Accountant (They send you work)
Shared trigger: somebody starts a company - Attorney Business & Corporate (They send you work)
Shared trigger: somebody starts a company - Business Banker (They send you work)
Shared trigger: somebody starts a company - Restaurant / Food Service (They send you work)
Shared trigger: somebody starts a company - Real Estate Investor (They send you work)
Shared trigger: somebody needs a loan closed
The three rooms to be in
- LinkedIn groups & local B2B communities: Your partners are in this room: CPAs, business attorneys, and business bankers.
- Vistage: Your partners are in this room: CPAs, business attorneys, and business bankers.
- Your city or county chamber of commerce: Your partners are in this room: CPAs, business attorneys, and business bankers.
- LinkedIn groups & local B2B communities: Your partners are in this room: CPAs, business attorneys, and business bankers.
- Vistage: Your partners are in this room: CPAs, business attorneys, and business bankers.
- Your city or county chamber of commerce: Your partners are in this room: CPAs, business attorneys, and business bankers.
Don't confuse this with networking: State CPA society. Learning and supplier access, not referrals.
Who should be sending you clients
Who you should be sending clients to
Ranked by what starts the job, not by who sounds close to your trade. When something happens that makes people need bookkeepers, who else gets a call that same week?
The same list, turned around. Give first and the rest follows.
Match strength is how much of your work starts from the same event as theirs, scored out of 100. Higher means you are more often called into the same job in the same week.
- 1 CPA / Accountant They send you work Trigger: somebody starts a company 87 match strength out of 100
- 2 Attorney Business & Corporate They send you work Trigger: somebody starts a company 80 match strength out of 100
- 3 Business Banker They send you work Trigger: somebody starts a company 75 match strength out of 100
- 4 Restaurant / Food Service They send you work Trigger: somebody starts a company 69 match strength out of 100
- 5 Real Estate Investor They send you work Trigger: somebody needs a loan closed 64 match strength out of 100
- 6 Hard Money / Private Lender They send you work Trigger: somebody needs a loan closed 64 match strength out of 100
- 7 Staffing / Recruiting Two-way Trigger: a business puts its first employee on payroll 63 match strength out of 100
- 8 Payroll Services Two-way Trigger: somebody starts a company 61 match strength out of 100
- 9 Medical Billing & Practice Management Two-way Trigger: somebody starts a company 61 match strength out of 100
- 10 Insurance Health & Benefits Two-way Trigger: somebody starts a company 61 match strength out of 100
- 1 Graphic Designer You send them work Trigger: somebody starts a company 75 match strength out of 100
- 2 Merchant Services / Payment Processing You send them work Trigger: somebody starts a company 74 match strength out of 100
- 3 CPA / Accountant They send you work Trigger: somebody starts a company 71 match strength out of 100
- 4 Attorney Business & Corporate They send you work Trigger: somebody starts a company 71 match strength out of 100
- 5 Payroll Services Two-way Trigger: somebody starts a company 71 match strength out of 100
- 6 Medical Billing & Practice Management Two-way Trigger: somebody starts a company 70 match strength out of 100
Knowing the names is half of it. We will send the list with what to say to each one. Send me my list ↑
Where those people actually are
Ranked by how many of your best partners are in the room, and how much work each one can send you. Give someone nine choices and they pick none, so we have marked the one to start with.
- 1 LinkedIn groups & local B2B communities Your pick Your partners are in this room: CPAs, business attorneys, and business bankers. Chapter finder →
- 2 Vistage Your partners are in this room: CPAs, business attorneys, and business bankers. Chapter finder →
- 3 Your city or county chamber of commerce Your partners are in this room: CPAs, business attorneys, and business bankers. Chapter finder →
- 4 SHRM local chapter Your partners are in this room: staffing and recruiting firms, health and benefits brokers, and payroll providers. Chapter finder →
- 5 BNI One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Chapter finder →
- 6 LeTip International One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Chapter finder →
- 7 Network In Action One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Chapter finder →
- 8 Master Networks One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Chapter finder →
- 1 LinkedIn groups & local B2B communities Your pick Your partners are in this room: CPAs, business attorneys, and business bankers. Chapter finder →
- 2 Vistage Your partners are in this room: CPAs, business attorneys, and business bankers. Chapter finder →
- 3 Your city or county chamber of commerce Your partners are in this room: CPAs, business attorneys, and business bankers. Chapter finder →
- 4 SHRM local chapter Your partners are in this room: staffing and recruiting firms, health and benefits brokers, and payroll providers. Chapter finder →
- 5 Prime Time Business Network One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. See chapters →
- 6 An independent local leads group One seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
- 7 A paid mastermind inside your own industry Your partners are in this room: real estate investors and private lenders.
- 8 Restaurant & lodging association Your partner is in this room: restaurants. Chapter finder →
State CPA society
Most bookkeepers join this room first. It is also the one most likely to be the wrong pick. Everyone in it does what you do. Join it for the training, the licenses, and the ties to manufacturers. Do not join it for referrals, and do not join it instead of the rooms above.
Let us be straight with you. For bookkeepers, a weekly referral group is not the best pick. Your partners gather in professional groups instead, so spend your time there. We would rather say that than sell you a seat you do not need.
These rooms meet on real dates. We will send you the next ones for your area. Send me the dates ↑
Is your seat open?
Prime Time takes one Bookkeeper per chapter. Put a South Florida ZIP into the form above and we will show you which seats are open.
Add your ZIP code in the form above to see which seats are open. Go to the form ↑
Prime Time doesn't operate where you are yet.
We have chapters across South Florida and none near you. Telling you to join would be bad advice. The rooms above are the real answer where you are. We can email you the one page version and let you know if we open near you.
Send me those roomsWant this as a list you can act on?
Send it to yourself: the partners above, the rooms ranked for bookkeepers, and the next meeting dates for your area.
Send me my list