Asking Clients for Referrals

Hi

Thanks for choosing us as your accountant/bookkeeper.

We love working with you and we’d love to have more clients like you. We rely on referrals from our clients to help us grow our business.

With that in mind, is there anyone in your network you think we could help?

If so, would you mind making an email introduction?

Here’s a suggestion on what to say in the email:

Hi (their name),
I know you have been considering changing your accountant recently so I’d like to introduce you to my tax accountant and business advisor (cc’d here). They offer a confidential, complimentary chat so you can see how they can help.

Many thanks,

Related Posts

member-img

Vacant Residential Land Tax

  Vacant Residential Land Tax (VRLT)If your residential property was vacant for mo

Read More
member-img

What happens to your super when you die?

Most superannuation funds will pay a sizeable death benefit if you die. Usually your super, which i

Read More
member-img

Now & Next Latest Edition – SPRING 2024

Welcome to the Spring edition of Now & Next Our quarterly Financial Planning newsletter In thi

Read More