371 How to Handle Client Referrals Without Burning Bridges

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Ever get a referral email from a great client and think, “Ugh… now what?” You want to honor the relationship, but you’re dreading another 45-minute discovery call that goes nowhere. 

In this episode, I share a simple, transparent system that saves everyone’s time — yours, your client’s, and the prospect’s. You’ll learn how to filter early, protect every relationship in the chain, and stay in control of your calendar without burning your energy or goodwill.

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Link to full shownotes: 

https://www.businessstrategyforcpas.com/371

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Want Pricing Essentials?

If you feel trapped by your own accounting firm, it’s not because of the work – it’s how you’ve priced the work. 

Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. 

Break the pattern with my short PDF guide:
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It’s free and you can read it in 5 minutes.

I want to help you get your prices up without losing loyal clients.  

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Want client interviews?

310 From Exhausted to Having Her Life Back: Wendy Norman, CPA

304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA

293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA

Complete list:

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Get your FREE 7 Pricing Essentials for CPAs and EAs here:
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