BOSS Outsourced Accounting Guide on How-To Get Quality Referrals

Industry: Accounting

BOSS Pty Ltd releases a new step-by-step guide on how to increase an accounting firms' client base at a low cost. Accounting firms can find the guide in full here.

Lindfield, New South Wales, AUSTRALIA (PRUnderground) April 7th, 2021

This most recent how-to guide from the virtual accounting firm BOSS (Back Office Shared Services) Pty Ltd contains precise and detailed steps and instructions, designed to be used by accounting practices that don’t want to spend lots of money to bring more clients on board. The guide will also help them reach new clients with ease. Accounting firms and other interested parties are welcomed to read the guide “Referral Power – Reach Further. Spend Less”, in full, online here.

Australian outsourced accounting firm BOSS, has published this new how-to guide dedicated to helping accounting firms reach new clients whilst spending less. The inspiration for creating this guide came from a desire to provide useful, actionable information for small to medium sized practices facing the challenge of the high costs involved with reaching new clients. This guides firms through the asking process with how-to’s and enables them to feel more comfortable with the requesting referrals process.

The full guide, Referral Power – Reach Further. Spend Less, goes over the following points:

Client referrals – Making asking for referrals a part of the client relationship process and how to build powerful referral alliances, tapping into more markets using less marketing money and reclaiming lost clients with a how to on making the contact process with past clients a comfortable process.

Lee Court, Sales and Marketing Manager at BOSS (Back Office Shared Services) Pty Ltd spoke at length about the guide, excited to share the details for the reasons behind creating something that can help accounting firms to increase their client base and what BOSS hopes to accomplish with it:

“We know accounting firms are always looking for ways to increase their client base but the cost of bringing on more clients can make a substantial dent to their profit, especially these days where finding new accounting clients is becoming even more competitive and the costs of advertising can be startling. This guide teaches practices how to use the referral system to bring on more A-list clientele with a more comfortable request process and save them more money at the same time. We hope our own outsourced accounting clients and any future clients will get a lot out of this free guide.”

Accounting firms interested in the step-by-step guide on increasing their quality client list because they face the challenge of spending a fortune on getting more clients, are in for a nice treat with this free guide. It will take firms through the referral process and enables people to feel more comfortable asking clients for help in bringing on new clients.


BOSS (Back Office Shared Services Pty Ltd) was founded in 2004 to provide skilled accountants and bookkeepers on a full-time, part-time and casual basis to commercial enterprises, accounting and financial services firms in Australia.

BOSS India is a subsidiary of BOSS Australia and runs just like an ultra-modern paperless Australian public practice because the Director and Accountancy Practice Principal, Peter Vickers, has been operating his own successful Australian public practice for over twenty years.

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