Asking Clients for Referrals


Thanks for choosing us as your accountant/bookkeeper.

We love working with you and we’d love to have more clients like you. We rely on referrals from our clients to help us grow our business.

With that in mind, is there anyone in your network you think we could help?

If so, would you mind making an email introduction?

Here’s a suggestion on what to say in the email:

Hi (their name),
I know you have been considering changing your accountant recently so I’d like to introduce you to my tax accountant and business advisor (cc’d here). They offer a confidential, complimentary chat so you can see how they can help.

Many thanks,