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Is Your Tax and Accounting Practice Missing Out on Referrals?

January 8, 2021

The pandemic has helped accelerate a trend that was already happening: more tax and accounting referrals are occurring online rather than offline.

Developing a strong digital referral network is a task that drives tremendous results. 

Requests for referrals happen more often on social media sites, video meetings, and on Google than by traditional word of mouth. 

When a prospect gets a referral from these sources, they will most likely Google your name before calling you. What they see plays a significant role in whether they contact you or choose someone else. 

We preach this to all new clients: a strong review profile and reputation will help drive more visibility to your brand online and convert those browsers in more significant numbers. Why even give your competitor an opening?

We proactively help our customers by automating the collection and sharing of reviews. It is as easy as uploading your client database and letting the reviews pour in. 

We also assist our VIP clients in ensuring all of their directory listings and online profiles are accurate and up to date. We help fill in missing information and correct any wrong contact numbers, addresses, website URLs, and more. 

According to a 2020 survey from BrightLocal:

  • 87% of consumers read online reviews for local businesses
  • 94% of consumers say that positive reviews make them more likely to use a business

Your practice is built upon your reputation and the trust you instill with your client base. 

Harness their experiences with you through reviews on Google My Business, TaxBuzz, Yelp, and CountingWorks. It may be the difference between a high-growth practice or one just getting by. 

Give us a ring at 1-800-442-2477 if you want to discuss optimizing your review profiles. 

Author: Lee Reams II and Lauren Detweiler


Pro advice, ideas, and information to help your practice get going and grow.

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Lee Reams II and Lauren Detweiler

Lee Reams II
I am a marketing junkie who has spent the last 20 years developing and executing "best in class" word-of-mouth marketing campaigns. With over 10,000 happy clients I think we are on to something. The explosion in web marketing and social media have redefined the way independent professionals market their practices. Follow my blog to see if you can take some of our actionable ideas to market your own practice.

Lauren Detweiler
My passion lies in storytelling. I start work every day aiming to convey the right messaging to the right people, and the role of content manager for the CountingWorks PRO team allows me to do that for both our company and clients across the country. Since graduating university, I have been traveling and working remotely across Europe, Africa, Asia, and the USA.

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