Networking for Accountants

Is this You?

“I am a partner or associate in a NY Metro Area accounting firm.  I specialize in either commercial audit or tax work for businesses in a particular industry with sales of $50MM or less. Everyone in my firm is highly encouraged and incentivized to bring clients into the firm. I could use the extra income but don’t really know an efficient way to get introduced to the potential clients I need to meet. My expertise is not sales and I don’t like networking because it’s inefficient, it’s just a lot of small talk and most of those groups already have someone in my category.”

“Partners in my firm who have been the most successful are those who are part of a close knit group of peers who they trade both advice and business with. That’s the type of group, I’d like to be part of.”

Accountants have unique challenges.

Word of mouth referrals hasn’t been sufficient to grow our firm. I need to find a proven methodology with a high ROI against dollars and time invested.

Accountant’s Problem The Collaberex Solution
I need advice on how to bring clients into the firm Share best practices with non-competing professionals
I am not sure who my target customers are We coach you & define your target customers
My expertise is not sales or networking Our methodology of combining peer advisory with targeted referrals get results
Networking has not yielded satisfactory results This is not just networking for accountants. It’s a much more efficient way to improve business development
I get closed out of networking groups because my slot is taken We will find the right group for you
I need advice and referrals NOT from random people but from the right people for me Only 6-8 people who understand your business development issues and have compatible networks
  • The group was very open and genuinely interested in helping each other. Jonathan was great with ideas and moving the meeting along.

    Abraham Spierer Managing Member at AHS Management Services & Tax

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