If you are like most accountants you probably get approached every now and then by third parties who have a proposition for you, explains Mark Lee.
They may be financial advisers who want to work with you and to service your clients; bankers who want to help your clients; marketing folk who want to help you grow your practice; trainers who want to help you and your staff develop personal and business skills; or anyone else who has cottoned on to the idea that you are a trusted adviser to your clients. Typically the idea is that, as such, you are the ideal person to introduce a new service provider. Your recommendation will be trusted and so it should be faster to get to a large number of prospective clients via you than to approach them directly. That’s the theory anyway.
There are evidently many people who think this is a good idea. Rarely does a week go by without someone approaching me with a request or suggestion such as...
About Mark Lee
Mark Lee works almost exclusively with savvy sole practitioners who want more out of their practice. More clients, more money, more time, more satisfaction - or everything!
An accountant by profession, Mark moved away from the provision of professional advice in 2006. He is now a professional speaker, mentor, facilitator, author and debunker.
Mark Lee is a realist and regularly debunks myths and hype related to his areas of interest and expertise. His keynote talk for audiences of accountants is How to STAND OUT and be more than 'just another accountant'.
Mark is passionate about helping accountants generally so is a keen blogger and commentator in the accounting and tax press. He is consultant practice editor of AccountingWEB and has written hudnreds of articles here that have been viewed over a million times.
Check out how he could help you here: www.BookMarkLee.co.uk/savvy
Mark stopped giving tax advice himself despite being a past Chairman of the Chartered Accountants’ Tax Faculty. He is however Chairman of the Tax Advice Network - the UK's highest ranked lead generation website for tax advisers and accountants. The network also publishes a weekly practical tax update for accountants in general practice and full tax support, on demand too. You can also use it as a lead generation resource for local people seeking tax advice from an accountant.