Referrals are a primary driver of any service business and are the cornerstone of continued success. We rely on satisfied clients and end users of our services as the primary sources of new business. Your referrals are both welcome and most sincerely appreciated!
Since your referrals are generally individuals you are well acquainted with, you may have some concern your business matters will be discussed with the new clients you refer. We guarantee the confidentiality of all client information. Your personal and/or business financial and tax data will not be shared with anyone else. In fact, if you want us to share any information with a third party, we need your explicit instructions (i.e. a mortgage broker for mortgage finance or a bank covenant obligation) via either a personal consent or a business consent form.
An Expression of Confidence
When you refer clients to us, you are expressing your faith and confidence in the services we offer and provide to you or your business. No matter who you refer to us, rest assured their individual needs will be handled in the same professional manner as yours have been.
Ask Them to Call Early
Most clients decide to hire a new accountant around their annual tax season compliance schedule. Our tax season, while organized, nevertheless can become hectic at times. Whereas new clients can always be accommodated, we encourage your referrals to contact us as early as possible in an effort to align their needs with our schedules.