How To Get “In” With Any CPA

One of the most effective ways to attract affluent entrepreneurs into your business is to partner with the CPA’s that are already serving them. However, if you’ve tried to this before, you may have realized, it’s not as easy as it looks. Many CPA’s simply don’t see a benefit to aligning with financial advisors. The good news is, it doesn’t have to stay like this.

One sure fire way to get “in” with a CPA is to help them be of better service to their entrepreneurial clients.  You can do that by learning about what keeps their clients up at a night and then sharing that insight with them.

Here’s what we know. The #1 thing that keeps entrepreneurs up at night is money. They’re worried sick that they simply won’t have enough money to make payroll, pay their vendors, cover the rent and in some cases, continue to keep the doors open.

They need cash to grow their business and when their personal savings dries up, their credit cards are maxed out and their friends and family refuse to invest in them, anxiety peaks.

Want to impress a CPA (or ten?) Give them tools to share with their clients that get up close and personal with the cash flow crunch. Make your CPA’s look like superheroes.

If you really want to knock their socks off, hire a graphic designer to create a high-end flyer filled with cash-generating strategies. Brand it for the CPA you’re targeting. Then, deliver it to the CPA’s doorstep, compliments of you.  Alternatively, create a digital version of the material and invite the CPA to brand it as they wish. It takes most CPA’s minutes to add their logo to something. The real thorn in their side is content development. When you take that off their plate, they’ll be instantly impressed and know that you’re not like all of the other advisors that are always hitting them up.

Over the next four weeks we’re going to educate you on Four Ways To Increase Cashflow In A Business, so that you can pass this onto the CPA’s you want to develop relationships with.

In week one we’ll share 6 power-packed sales strategies with you that you can use to build your own business and pass along to the marketing-challenged CPA’s you know (or want to know.)

In week two we’ll take a good hard look at how small business owners can decrease their business expenses and again, give you insights to share with the CPA’s of your choice.
In week three we’ll give you the low down on bank loans and credit lines so you can gift your CPA contacts with practical solutions that can help their clients that need more than short-term sales strategies and expense reduction ideas.

Finally, we’ll take a deep dive into raising capital via angel funding, venture capitalism, and crowd sourcing. CPA’s love this stuff because it can really put them on a new level when they show their clients how to play bigger. Way bigger.

When you want to stand out to the CPA’s that are constantly being approached by hungry financial planners, you need to be creative. You need to do things no one else will take the time to do. You need to show that you’re really interested in helping them be more successful. Take our word for it as CPA’s ourselves that also work with hundreds of CPA’s—when you become a CPA’s advocate and trusted partner, you’ll have more referrals than you can handle.

Share This Post

More To Explore