BOSS’ Comprehensive Guide to Outsourced Accounting for Securing Quality Referrals
Industry: Financial Services
BOSS Accounting Outsourcing published a guide aimed at helping accounting firms expand their client base as their complimentary "How to Build an Accounting Firm" series
Lindfield, AUSTRALIA (PRUnderground) November 28th, 2024
The Australian outsourcing accounting company BOSS has released a new guide aimed at assisting accounting firms in acquiring new clients more affordably. This guide was motivated by the aim to offer practical and actionable insights for small to medium-sized practices grappling with the significant expenses associated with attracting new clientele. It provides step-by-step instructions on how to ask for referrals, helping firms gain confidence in this essential process.
An overview of the content included in the guide – Incorporating referral requests into the client relationship workflow and techniques for cultivating robust referral partnerships, which facilitates entry into new markets while reducing marketing costs. Additionally, it provides insights on how to effectively reach out to past clients, ensuring that this reconnection is a smooth process.
Lee Court, the Sales and Marketing Manager at BOSS, discussed the guide, eager to outline its purpose and benefits for accounting firms seeking to expand their clientele. He stated, “Accounting firms are always in pursuit of ways to grow their client base; however, the expenses associated with acquiring new clients can significantly impact their profit margins. This is especially true today as the competition for new accounting clients intensifies and advertising costs can be quite alarming. Our guide instructs practices on leveraging a referral system to attract high-value clients through a simpler request process, simultaneously saving them money. We sincerely hope that accounting firms will find great value in this complimentary resource.”
Accounting firms are invited to access the guide titled “Referral Power – Reach Further. Spend Less” online here: https://boz.com.au/Referral-Power-Reach-Further-Spend-Less-intro/
About BOSS, BACK OFFICE SHARED SERVICES PTY LTD
BOSS (Back Office Shared Services Pty Ltd) was founded in 2004 to provide skilled accountants and bookkeepers on a full-time, part-time and casual basis to commercial enterprises, accounting and financial services firms in Australia.
BOSS India is a subsidiary of BOSS Australia and runs just like an ultra-modern paperless Australian public practice because the Director and Accountancy Practice Principal, Peter Vickers, has been operating his own successful Australian public practice for over twenty years.
