The one thing I always am on the look-out for is partnership -- "power partners" if you will. Getting to know and trust professionals in...[more]
The one thing I always am on the look-out for is partnership -- "power partners" if you will. Getting to know and trust professionals in related fields that we can recommend our clients to with confidence is indeed priceless.
We moved from our office in the basement of our home into commercial office space in May, 2007 -- just one year ago, and the business really took off. Having signs up on our busy street, joining the local business associations and Chambers and networking groups really helped build our clientele.
What we are looking for are excellent financial advisors and attorneys that we can develop relationships with and refer our clients to. Many of our clients would benefit enormously from the expertise others can offer in those areas, and never realize that until they come in to have us prepare their tax returns. Establishing relationships with others in related fields so we can refer our clients to them early on in the process would be a real win/win situation. Since the majority of our clients are small business owners who are in the early years of launching, refining and growing their businesses, being able to provide them with referrals and access to solid financial and structural resource professionals is crucial. [less]

