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In this episode, I break down why referrals are both the most common way accounting firms grow and one of the fastest ways to end up with the wrong clients. I cover how referral leads actually behave, why being professionally invisible still hurts referral-only firms, and how to get more intentional by focusing on A-clients, specialist referral partners, and clearer website positioning, including a live walkthrough of what works and what doesn’t on a real firm’s site.
💰 Today's Sponsors
Mercury: https://mercury.com/jasononfirms
Soraban: https://www.soraban.com/
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/
MakersHub: https://makershub.ai/
Missive: missiveapp.com/jason
Verito: https://verito.com/
*Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard®. To receive cash back, your Mercury accounts must be open and in good standing, meaning they cannot be suspended, restricted, past due, or otherwise in default.
Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.
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