Referrer development for sole practice accountants

Your best clients come from referrals, not ads.

But how do you build a referrer base that extends beyond just existing clients?


Grow word-of-mouth. Drive advisory revenue. Build a referrable practice.

Book a chat

Same-day start

No homework, lengthy onboarding or hour-long calls before we can start.

No lock-ins

You're free to leave at any point, and anything created for you stays with you.

Done-for-you

Strategy and execution handled by me, so you stay focused on actual client work.

Built for sole pracs

The knowledge, systems and support to help grow your solo practice.

The drift towards dependence

If you're an accountant in sole practice, your highest-value clients almost certainly haven't come from ads, but from a small group of trusted professionals.

If one of them retires, changes firms, shifts their focus or just gets busy and forgets about you, you'll notice.

The channel producing your best work is the same one carrying all the risk.

How I unwind it

The infrastructure around referrals is very often the least-resourced yet most relied-upon marketing layer.

By tightening your positioning, establishing reciprocity and conducting personalised outreach to new best-fit referrers, I help turn referrals into a deliberate system.

When treated as a channel in their own right, referrals become something you can build, manage and grow.

Map
Phase 1 of 3 · $500 + GST · once-off

Planning phase. Mapping out your highest-value, highest-leverage industry niches.

Industry niche framework

A shortlist of the three industry niches best positioned to send you the work you want.

Golden referrer outline

One named example of a perfect-fit referrer per niche, outreach-ready from day one.

Trigger event overview

A layout of the precise moments in time that trigger your ideal referrals for each niche.

Reach
Phase 2 of 3 · $2500 + GST · once-off

Execution phase. Crafting customised messaging + outreach to your ideal referrers.

Referrer roadmap

12 hand-selected contacts per industry niche — fully researched and outreach-ready.

Outreach campaign

Individual outreach messaging personalised for all 36 of your new prospective referrers.

Reactivation campaign

A separate sequence to re-engage dormant and untapped referrers in your ecosystem.

Grow
Phase 3 of 3 · $1500 + GST · quarterly

Scaling phase. Sourcing new referrers, nurturing existing ones + reviewing progress.

Continuous development

Creating, filling and contacting a fresh industry niche list, aligned with your firm's evolving needs.

Nurture campaign

A personalised round of follow-ups sent to all your referrers, ensuring you stay front of mind.

Strategic review

An audit of who's referred what, how often they referred it + the value of the work they sent.

What we can add on

Optional extras to help address any gaps · POA

Education content

Hand-crafted, brand-aligned guides and one-pagers to send your referrers and their clients.

Paid search

If paid ads are a viable (affordable) strategy for your local area, we can work in Google Ads campaigns.

Strategy alignment

Ensuring your brand voice, target market and unique value proposition are working in tandem.

Client experience

Simplifying and removing friction from your enquiry flow, making it easier for clients to get in touch.

"Is this really for me?"

If the next part sounds like you, then yes.

The story so far
  • You're running your own accounting practice, likely following a move from a Big Four or mid-tier.
  • Automation brought on by cloud accounting and myTax started eroding your compliance revenue.
  • You began the shift into advisory work as a result, only without the stable BD function to underpin it.
What you're realising now
  1. Word of mouth is your primary marketing strategy, but it's too reliant on existing clients.
  1. The high-value advisory work you want is referred by other professionals, and it isn't won on price.
  1. Building relationships takes time, and all of your eggs are in the 'local networking group' basket.
Let's talk

Agencies default to what they can chart: SEO, paid search, socials.

Meanwhile, the channel producing your best work gets left to chance.

Paid channels operate like a rental agreement; referrals are the compounding asset.

I help you build and grow the asset.

Accounting | 30 min

Book a chat

30 minutes to talk about your goals, your practice and whatever else is on your mind.

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Written with love, not AI.