Medical Billing & Practice Management: Best Referral Sources
Who should be sending you clients, and the rooms they are already sitting in.
Get the networking events worth showing up to
Tell us where you are. We will send you the best rooms for medical billing companies and the next meeting dates. Add a ZIP and this page will also show your local chapters and which seats are open.
Most business owners network where their competitors are, not where their referral partners are.
Your own trade group is for learning. Your partners' groups are where the work comes from. Everything below starts with one question. When something happens that makes people need medical billing companies, who else gets a call that same week?
Medical billing companies sell to other businesses, and most of the work starts when somebody starts a company. People take their time deciding, so a recommendation carries most of the weight. Clients come back, which makes one good introduction worth years.
- Business formationwhen somebody starts a company
- Compliance deadline or inspectionwhen an inspection or compliance deadline lands
- First hire / payrollwhen a business puts its first employee on payroll
- Sale of a businesswhen an owner sells the company
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.
The same list, turned around. Give first and the rest follows.
- 01
CPA / Accountant
They send you work76Trigger: somebody starts a company
CPAs hear about it when somebody starts a company, before you do. This one sends you work rather than trading it.
- 02
Business Banker
They send you work74Trigger: somebody starts a company
Business bankers hear about it when somebody starts a company, before you do. This one sends you work rather than trading it.
- 03
Restaurant / Food Service
They send you work74Trigger: somebody starts a company
Restaurants hear about it when somebody starts a company, before you do. This one sends you work rather than trading it.
- 04
Attorney Business & Corporate
They send you work73Trigger: somebody starts a company
Business attorneys hear about it when somebody starts a company, before you do. This one sends you work rather than trading it.
- 05
Bookkeeper
Two-way70Trigger: somebody starts a company
You and bookkeepers both get the call when somebody starts a company, usually the same week. This one goes both ways.
- 06
Community Association Manager (HOA / Condo)
They send you work68Trigger: an inspection or compliance deadline lands
Community association managers hear about it when an inspection or compliance deadline lands, before you do. This one sends you work rather than trading it.
- 07
Commercial Property Manager
They send you work68Trigger: an inspection or compliance deadline lands
Commercial property managers hear about it when an inspection or compliance deadline lands, before you do. This one sends you work rather than trading it.
- 08
HR Consulting / PEO
They send you work67Trigger: an inspection or compliance deadline lands
HR consultants and PEOs hear about it when an inspection or compliance deadline lands, before you do. This one sends you work rather than trading it.
- 09
Attorney Employment & Labor
They send you work67Trigger: an inspection or compliance deadline lands
Employment attorneys hear about it when an inspection or compliance deadline lands, before you do. This one sends you work rather than trading it.
- 10
Financial Advisor
They send you work66Trigger: an owner sells the company
Financial advisors hear about it when an owner sells the company, before you do. This one sends you work rather than trading it.
- 01
Merchant Services / Payment Processing
You send them work68Trigger: somebody starts a company
You hear about it when somebody starts a company, before merchant services providers do. Expect to give more than you get back here.
- 02
Graphic Designer
You send them work66Trigger: somebody starts a company
You hear about it when somebody starts a company, before graphic designers do. Expect to give more than you get back here.
- 03
Payroll Services
Two-way65Trigger: somebody starts a company
You and payroll providers both get the call when somebody starts a company, usually the same week. This one goes both ways.
- 04
Shredding & Document Management
Two-way63Trigger: an inspection or compliance deadline lands
You and shredding and records companies both get the call when an inspection or compliance deadline lands, usually the same week. This one goes both ways.
- 05
Commercial Kitchen Equipment & Service
Two-way62Trigger: an inspection or compliance deadline lands
You and commercial kitchen equipment companies both get the call when an inspection or compliance deadline lands, usually the same week. This one goes both ways.
- 06
HR Consulting / PEO
They send you work61Trigger: an inspection or compliance deadline lands
HR consultants and PEOs hear about it when an inspection or compliance deadline lands, before you do. This one sends you work rather than trading it.
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.
Your city or county chamber of commerce
Your partners are in this room: CPAs, business bankers, and restaurants.
Too big and too broad on its own. The value is in one committee. Pick one and go every time. The same fifteen people show up, and they get to know you.
Find your local chapter →Give someone nine choices and they pick none. If you do one thing from this page, do this.
- 01
Your city or county chamber of commerce
Chamber of commerceYour partners are in this room: CPAs, business bankers, and restaurants.
Too big and too broad on its own. The value is in one committee. Pick one and go every time. The same fifteen people show up, and they get to know you.
Chapter finder → - 02
State CPA society
Your partners' associationYour partners are in this room: CPAs, bookkeepers, and financial advisors.
A CPA is the person most business owners trust most. Sponsors can go to chapter meetings and classes.
Chapter finder → - 03
Vistage
Paid peer groupYour partners are in this room: CPAs, business bankers, and business attorneys.
Run CEO peer groups. You are buying advice, not leads, but the group turns into a warm list over time.
Chapter finder → - 04
LinkedIn groups & local B2B communities
Online communityYour partners are in this room: CPAs, business bankers, and business attorneys.
Works when your buyer has a job title. Useful comments on your partners' posts beat posting your own.
Chapter finder → - 05
Your local estate planning council
Your partners' associationYour partners are in this room: CPAs and financial advisors.
Estate lawyers, CPAs, bankers, and insurance people in one room on purpose. It was built for this kind of referral.
Chapter finder → - 06
State bar practice sections
Your partners' associationYour partners are in this room: business attorneys and employment attorneys.
Classes, standards, and lawyers who share cases. The exception is across practice areas. Estate and family lawyers refer to each other all the time.
Chapter finder → - 07
BNI
Structured referral groupOne seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
The biggest referral group in the world. You meet every week. Only one person per job. They expect you to show up.
Chapter finder → - 08
LeTip International
Structured referral groupOne seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
Weekly referral chapters. One person per job. Strong with trades and home services.
Chapter finder →
Your city or county chamber of commerce
Your partners are in this room: CPAs, business bankers, and restaurants.
Too big and too broad on its own. The value is in one committee. Pick one and go every time. The same fifteen people show up, and they get to know you.
Find your local chapter →Give someone nine choices and they pick none. If you do one thing from this page, do this.
- 01
Your city or county chamber of commerce
Chamber of commerceYour partners are in this room: CPAs, business bankers, and restaurants.
Too big and too broad on its own. The value is in one committee. Pick one and go every time. The same fifteen people show up, and they get to know you.
Chapter finder → - 02
State CPA society
Your partners' associationYour partners are in this room: CPAs, bookkeepers, and financial advisors.
A CPA is the person most business owners trust most. Sponsors can go to chapter meetings and classes.
Chapter finder → - 03
Vistage
Paid peer groupYour partners are in this room: CPAs, business bankers, and business attorneys.
Run CEO peer groups. You are buying advice, not leads, but the group turns into a warm list over time.
Chapter finder → - 04
LinkedIn groups & local B2B communities
Online communityYour partners are in this room: CPAs, business bankers, and business attorneys.
Works when your buyer has a job title. Useful comments on your partners' posts beat posting your own.
Chapter finder → - 05
Your local estate planning council
Your partners' associationYour partners are in this room: CPAs and financial advisors.
Estate lawyers, CPAs, bankers, and insurance people in one room on purpose. It was built for this kind of referral.
Chapter finder → - 06
State bar practice sections
Your partners' associationYour partners are in this room: business attorneys and employment attorneys.
Classes, standards, and lawyers who share cases. The exception is across practice areas. Estate and family lawyers refer to each other all the time.
Chapter finder → - 07
Prime Time Business Network
Structured referral groupOne seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
A South Florida referral group. Only one person per job in each chapter. So your competitors are kept out, and your referral partners have the other seats.
See chapters → - 08
An independent local leads group
Structured referral groupOne seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
Most cities have small leads groups you will never find online. A realtor or insurance agent usually starts them. Ask three people in your trade who they meet with.
Let us be straight with you. For medical billing companies, 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.
Is your seat open?
Prime Time takes one medical billing & practice management per chapter. Put in a South Florida ZIP above and we will show you which seats are open.
Add a ZIP code at the top of the page to see which seats are open.
Prime Time doesn't operate where you are yet.
We have fifteen chapters in 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 roomsHave the next meetings sent to you
The rooms above are the answer. This is when they meet. Tell us where to send it and we will email you the next dates for medical billing companies, with the one page plan.
We already know your trade and your area from this page, so there is nothing else to fill in. We do not ask for a phone number. Every email we send has an unsubscribe link.
Your one-page action plan
Five partners, five things to say, three rooms. Print it and keep it in the car.
Networking plan: Medical Billing & Practice Management
The five people who should be sending you clients
- CPA / Accountant (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 - Attorney Business & Corporate (They send you work)
Shared trigger: somebody starts a company - Bookkeeper (Two-way)
Shared trigger: somebody starts a company
The three rooms to be in
- Your city or county chamber of commerce: Your partners are in this room: CPAs, business bankers, and restaurants.
- State CPA society: Your partners are in this room: CPAs, bookkeepers, and financial advisors.
- Vistage: Your partners are in this room: CPAs, business bankers, and business attorneys.
- Your city or county chamber of commerce: Your partners are in this room: CPAs, business bankers, and restaurants.
- State CPA society: Your partners are in this room: CPAs, bookkeepers, and financial advisors.
- Vistage: Your partners are in this room: CPAs, business bankers, and business attorneys.