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We have about a week to reach out and make our connections with our accountant referral partners before they start getting tied up with tax returns. Accountants are excellent referral partners and very easy to connect with if you follow a simple plan like the one we have laid out on the website or in my e-book. The important starting point is to NEVER cold call or direct mail an accountant for business that you don’t know! So what are good ways to engage accountants? • Verify your client’s tax returns! The simple task of calling an accountant to verify that the tax returns your client gave you are the returns that were filed is a great starting point and likely not being done by other people in your market! Not only is this a great ice breaker, it can save you lots of time and surprises down the road!•…
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