How A CPA Can Re-Position To Get Better Referrals (Video) (Course Id 2071)

• Who is this course for?
  This course is for CPAs and other professionals needing Continuing Professional Education (CPE), particularly those who want to improve their ability to generate business through referrals.

• What is this course about or what problem does this course solve?
  The course addresses the frustration of not receiving consistent referrals and provides strategies to understand and fix the breakdown in the referral process.

• How can the knowledge from this course be used?
  Learners will be able to define key principles of referral-based business, implement a structured plan for developing strong referral relationships, and identify and correct issues in their current referral processes.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  Building a steady flow of referrals can significantly impact a CPA’s client base and business growth, making this course a valuable tool for long-term success.

• When is this course relevant or timely?
  The course remains timely as it was last revised in March 2024 and offers evergreen strategies for improving referral networks at any stage of a CPA’s career.

• How is a course like this consumed or used?
  This is a self-study video course delivered through the NASBA QAS format, requiring completion of a final exam to earn CPE credit.

Nothing is better than generating business from referrals. And when you’re not getting a steady flow of them it’s frustrating. This program will not only give you better insight as to why you’re not getting referrals, but also empower you to take action to correct the situation.

Video - NASBA QAS - Text - NASBA Registry - 2071

Course Learning Objectives

• Define and utilize three important truths about referral-based business.
• Create a three-step plan for building solid referral relationships.
• Demonstrate where the referral process breakdown and create insight on how to fix it.

Chapter 1 - How A CPA Can Re-Position To Get Better Referrals

Chapter 1 Review Questions