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Accountants and Bookkeepers: How We Can Work Together Profitably

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bookkeepers-and-accountantsAre you a freelance bookkeeper who knows how to build cooperative – and mutually profitable – relationships with the accountants who serve your clients and your community?

If you do, then you most likely have one or more highly valuable sources of new client referrals and someone you can readily turn to for help when those tricky bookkeeping transactions come up from time to time.

But if you’ve not yet cracked the code for building mutually beneficial relationships with CPAs (and even if you have), I’ve got a treat for you! Recently, I interviewed Hal Rosen, CPA of Baggaley & Rosen CPAs PC about this very topic.

You’ll find his perspective into how accountants view bookkeepers very helpful. He also gives sage advice on how we can make accountants glad to work with us and even the qualities that that make us most valuable to them (and why).

hal-rosenWith the fall soon upon us, it is the perfect time to start building up your referral network, including building powerful (and profitable) strategic relationships with CPAs and accountants.

Listen closely to what Hal shares with us, and then take action on his advice to grow your freelance bookkeeping business referral network as part of your grassroots marketing plan. The CPAs in your area will be glad you did!

RIGHT Click to download audio file here (MP3): Hal Rosen CPA Interview

If you’d like more specific, step-by-step instructions on what to say and how to reach out to CPAs to build your own referral network, join us in the CPA Referral Marketing program now. Not only will you get access to the complete training, but you’ll also be able to get all your questions answered in our next LIVE Q&A call coming up on Thursday, September 5th at 4:00 PM Eastern.

Get all the details here:

The Freelance Bookkeeper’s CPA Referral Marketing Training

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The post Accountants and Bookkeepers: How We Can Work Together Profitably appeared first on The Freelance Bookkeeper Blog.


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