Posted on: November 08, 2021 Backstage, Business Model, Grow CPA practice, Program, Sales and Marketing


There are many ways to build and market your CPA practice.  But if you’re an introvert, you might be avoiding even trying.

You’re a shy CPA. If you're like me, you are more comfortable in one-on-one settings.

And that’s not necessarily a bad thing.  It takes all kinds of personalities to make the world go ‘round.  At some point, you may decide it’s time to push against the limits of your comfort zone and learn to come out of your shell.  Or…not.  Either way, sooner or later you’ll have to find a way to market your practice that brings in clients without giving you a nervous breakdown.

This is where referrals come in.  And referrals don’t require you to put on a show.  It’s a quiet, dignified way of attracting new clients to your practice.

People are busy.  Your clients are no exception – especially if they’re business clients.  It’s too easy to ignore a casual request to “please tell your friends about us”.  You’ll get far better results if you give clients an incentive to make a referral.  They have to see how referring a friend will benefit them.

Offer your client a reward for referring a friend or colleague -- whether the friend signs up or not.

Many “refer-a-friend” offers are hinged on the friend-making some kind of commitment or purchase.  Most people are not sufficiently motivated to make a referral for a reward that may or may not come.

This is far more effective than simply asking for a referral, or offering a reward only if a “sale” is made.

This is one method of building your client list that involves no schmoozing, no stand-up comedy, no sweating in front of a camera or standing in front of a room of 1,000 people.  It’s a way of taking action to build your CPA practice while you’re working up the nerve to put yourself “out there”.

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