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Finding young CPAs as COIs

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Sep 20, 2010 3:02 am

I've been in the business almost ten years now, but only a couple of years in my current city.  I really need to build a relationship with a CPA I can refer clients to....I've had a lot of succes in the past finding young, but competent professionals as hungry as I am (I'm 31 by the way) who are still in the client accumulation phase and that want to build referral relationships.  I've been frustrated trying to build referral relationships with more experienced CPAs, attorneys, etc... because they already built those relationships in their 20's and 30's and aren't interested in building new ones. Anyway, does anyone know an easy way to meet younger CPAs, i.e. any groups or organizations they'd belong to - young attorneys too for that matter? 


Sep 20, 2010 12:57 pm

Start looking up the CPA firms in your area and do some research on their staff CPA's.  You're likely not going to find any young partner CPA's - you have to look to their staffs.  But try finding out how long they have been licensed.

Ironically, I have had the same problem.  But recently, one of my good CPA friends (who....already has advisor relationships) hired a 37 year old CPA from another area, so she is trying to build her own book now.  We hit it off (I charmed her, naturally), and it should be beneficial for both of us.  The good news is that she WANTS more tax return clients, so I will have a lot of clients I can refer.

Sep 20, 2010 4:31 pm

I'll chime too, that I've never found a CPA that showed even the slightest interest in accepting referrals FROM me. I think the typical CPA has more clients than they know what to do with. So, I'm interested to see what kind of results you have in your effort, keep me posted.

Just a toss out.... We had big success finding a "court appointed guardian". We wound up getting 5 decent sized accounts in short order.

Sep 20, 2010 5:57 pm

I'll also mention what I mentioned in another thread.  Look up EA's (Enrolled Agents) in yoru area.  They are (typically) just tax preparers.  They often fly under the radar since they rarely are involved with the audit process (they are not licensed for that).  So they are typically looking for tax return clients, unlike many CPA's (who want audits and bigger business client returns).