Creating A System For Endless CPA Referrals (Video) (Course Id 2067)

• Who is this course for?
  This course is designed for anyone needing Continuing Professional Education (CPE), including CPAs and other financial professionals seeking to enhance their referral generation strategies.

• What is this course about or what problem does this course solve?
  The course addresses the challenge of generating consistent referrals by teaching participants how to establish and maintain productive referral relationships.

• How can the knowledge from this course be used?
  Participants can use the strategies taught to identify valuable contacts, build strong relationships, and create a repeatable system for generating ongoing referrals.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  Developing a steady stream of referrals is crucial for growing a client base and sustaining a professional practice, making this course valuable for long-term business development.

• When is this course relevant or timely?
  The course is always timely for professionals seeking to expand their network and improve client acquisition, and it was most recently revised in March 2024.

• How is a course like this consumed or used?
  This is a QAS Self Study video course that includes text content, review questions, and a final exam, which must be completed within one year of purchase with a minimum passing score of 70%.

Referrals don’t just happen. Like most things, there is a process to getting them. And understanding that process is key to success. This program will expose you to the insight and skills to not just make contact with important people in your community but also empower those relationships to create an ongoing flow of referrals for you.

Video - NASBA QAS - Text - NASBA Registry - 2067

Course Learning Objectives

• Define the most productive referral contacts and implement tactics for creating a relationship.
• Create an enhanced understanding of how you can build productive referral relationships.
• Create a game plan so that your referral partners are continually productive.

Chapter 1 - Creating A System For Endless CPA Referrals

Chapter 1 Review Questions