CPA / Accountant: 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: CPA / Accountant
The five people who should be sending you clients
- Attorney Business & Corporate (Two-way)
Shared trigger: somebody starts a company - Financial Advisor (Two-way)
Shared trigger: an owner sells the company - Bookkeeper (You send them work)
Shared trigger: somebody starts a company - Business Banker (Two-way)
Shared trigger: somebody starts a company - Business Broker (Two-way)
Shared trigger: an owner sells the company
The three rooms to be in
- Vistage: Your partners are in this room: business attorneys, financial advisors, and business bankers.
- Your city or county chamber of commerce: Your partners are in this room: business attorneys, financial advisors, and business bankers.
- EO (Entrepreneurs' Organization): Your partners are in this room: business attorneys, financial advisors, and business brokers.
- Vistage: Your partners are in this room: business attorneys, financial advisors, and business bankers.
- Your city or county chamber of commerce: Your partners are in this room: business attorneys, financial advisors, and business bankers.
- EO (Entrepreneurs' Organization): Your partners are in this room: business attorneys, financial advisors, and business brokers.
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 CPAs, 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 Attorney Business & Corporate Two-way Trigger: somebody starts a company 70 match strength out of 100
- 2 Financial Advisor Two-way Trigger: an owner sells the company 66 match strength out of 100
- 3 Bookkeeper You send them work Trigger: somebody starts a company 65 match strength out of 100
- 4 Business Banker Two-way Trigger: somebody starts a company 65 match strength out of 100
- 5 Business Broker Two-way Trigger: an owner sells the company 64 match strength out of 100
- 6 Insurance Health & Benefits Two-way Trigger: somebody starts a company 61 match strength out of 100
- 7 Attorney Estate Planning & Probate Two-way Trigger: somebody dies and an estate has to be settled 60 match strength out of 100
- 8 Mortgage Broker / Loan Officer Two-way Trigger: somebody needs a loan closed 57 match strength out of 100
- 9 Business Coach You send them work Trigger: somebody starts a company 56 match strength out of 100
- 10 Commercial Lender You send them work Trigger: an owner sells the company 55 match strength out of 100
- 1 Bookkeeper You send them work Trigger: somebody starts a company 78 match strength out of 100
- 2 Financial Advisor Two-way Trigger: an owner sells the company 78 match strength out of 100
- 3 Business Broker Two-way Trigger: an owner sells the company 74 match strength out of 100
- 4 Attorney Business & Corporate Two-way Trigger: somebody starts a company 74 match strength out of 100
- 5 Business Consultant You send them work Trigger: an owner sells the company 74 match strength out of 100
- 6 Business Banker Two-way Trigger: somebody starts a company 73 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 Vistage Your pick Your partners are in this room: business attorneys, financial advisors, and business bankers. Chapter finder →
- 2 Your city or county chamber of commerce Your partners are in this room: business attorneys, financial advisors, and business bankers. Chapter finder →
- 3 EO (Entrepreneurs' Organization) Your partners are in this room: business attorneys, financial advisors, and business brokers. Chapter finder →
- 4 LinkedIn groups & local B2B communities Your partners are in this room: business attorneys, business bankers, and bookkeepers. 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 Vistage Your pick Your partners are in this room: business attorneys, financial advisors, and business bankers. Chapter finder →
- 2 Your city or county chamber of commerce Your partners are in this room: business attorneys, financial advisors, and business bankers. Chapter finder →
- 3 EO (Entrepreneurs' Organization) Your partners are in this room: business attorneys, financial advisors, and business brokers. Chapter finder →
- 4 LinkedIn groups & local B2B communities Your partners are in this room: business attorneys, business bankers, and bookkeepers. 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 State bar practice sections Your partners are in this room: business attorneys and estate planning attorneys. Chapter finder →
- 8 Local mortgage bankers or brokers association Your partners are in this room: mortgage brokers and commercial lenders. Chapter finder →
State CPA society
Most CPAs 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 CPAs, 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 CPA / Accountant 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 CPAs, and the next meeting dates for your area.
Send me my list