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Partnering with Accountants
At last, here is a complete guide which explains how to develop and maintain long-lasting referral arrangements with accountants. The author, Scott Charlton, has included numerous suggestions based upon his 30 plus years of experience about what works in practice:
accountants’ concerns and how to secure a first meeting
whether to share your revenue with accountants
the pitfalls of being employed by an accountant
what to look for when buying an accounting firm
the keys to success for a multi-divisional professional practice.
how the Future of Financial Advice (FOFA) reforms provide significant opportunities to engage with accountants
answers to the 30 most frequently asked questions about referral relationships
Filled with checklists, tips and actual case studies, Partnering with Accountants uses an enjoyable travel analogy to assist you through the challenges associated with accounting collaborations.
“Essential reading for any professional seeking referrals from accountants.”
- Jim Stackpool, author of Delivering Certainty
Scott Charlton is a Chartered Accountant with a career-long interest in accountants and financial planners working together for the benefit of their clients. He has facilitated numerous meetings between accountants and financial planners wishing to collaborate. Because he understands “both sides of the fence”, Scott is uniquely placed to offer insights about what works in practice.