It’s Going to be Good: Building Your Accounting Firm

Anna and Jill continue their conversation around networking, referrals and doing business in a way that builds trust.

Giving and receiving referrals is a huge part of a service-based business. But knowing how to do this isn't necessarily intuitive. 

Building a referral network is all about relationships, so how you establish interest, build rapport and being able to effectively refer to other businesses makes all the difference. 

What you need to know comes down to the basics: Are they someone I could trust? What do they actually do? Would they be able to effectively help a referral? Would they be a good fit? Are they even taking on new clients? How would they ideally receive referrals? 

And at the end of the day, it often starts with your own generosity, so expecting to receive referrals before you've ever even given one isn't entirely realistic. 

Once you've got a good sense of what  your referral sources do well, you can start informing them about how you best work. Are you taking on new clients? If so, in what industries? And what time of year do you take on clients if your business has a "busy season?" 

Ultimately, who is your ideal fit client and how can you effectively refer ideal clients to each other? 

Networking and referring effectively really comes down to building relational equity with other leaders in your circle. And how you do that matters. 

Listen in to part 2 of 2, as Jill and Anna talk through their experiences and thoughts around networking & referring effectively. 



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Creators & Guests

Host
Anna Ready
Technology enthusiast, accounting geek, and lover of all things systemized. Wife. Mom. Firm Owner (Accrew). Mostly just here for the jokes
Host
Jill Chun
Passionate about leading and developing teams in meaningful ways. Won’t turn down a challenge and loves asking how we can refine a process so that it works for us (not against us). Always up for a good dance party

What is It’s Going to be Good: Building Your Accounting Firm?

Join Anna and Jill as they guide you on a journey of building something worth building.