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Jj
Be sure to read the new directions in the accounting education. So important for our future accountant🙏😃 graduates and interested in becoming CPAs
Business Networking and your CPA Practice
Is business networking right for your CPA practice? I don't have the answer to that question.
I can only share my experience and the positive impact networking has had on my business
as a financial professional.
Whether you're a CPA working for a large firm that has a big budget to advertise and attract new business or an independent CPA who owns your own practice, I believe networking should be a regular part of your business growth strategy.
Why you may ask? Well unless you have all the business and clients YOU want or need, the answer is obvious. To attract more business and clients.
I addition, I believe that if you pursue more business for yourself it benefits both you and your firm.
As an Independent Financial Professional specializing in “alternative investment” strategies
I joined CalCPA a couple of years back, as a “Financial Professional” member because I had been working with all a few select CPA's who referred business to me, and I to them, and I saw the value of expanding my network of CPA's.
What's more, with my niche financial offering, there were not many networking formats that met my need of being in an environment where I could meet my ideal prospect.
Yet I do believe strongly in the value of networking. Proper and productive networking.
So much so that about 9 years ago, when faced with the question of how to attract more business for my specialized financial offering, I responded by starting my own business networking group.
The format was designed to not only enhance my business, but to also enhance the business of our members.
We bring together a group of like minded business professionals of different but complimentary professions, such as CPA's to meet and build relationships and add to our referral base.
The members of the group refer to other members and we all have a large pool of professionals that we have a relationship with that we can utilize as a one stop source for
our members, clients and prospects needs.
Through the Business Networking Group that I founded, I am consistently networking to meet new people who could very well become my clients
As a side note, networking within your own profession may be good to gain new business specific knowledge or skills, but it may not necessarily help you get more clients or business.
For a CPA, I believe by building a network of collaborative professionals such as financial advisors, trust attorneys, business owners and other non-CPA professionals it will help your CPA practice attract more clients and help grow you business. What's more, YOU as the CPA
become the “Go To” person for your prospects, clients and fellow CPA's who are looking for a “full service” firm to meet their various tax and financial needs.
While networking may be uncomfortable at first and nudge you out of your comfort zone I believe once you start and find the right networking format for you (or start your own?) you will soon understand that it is something that should have been done earlier. Especially when you see that you are getting results.
I know as a financial professional I can say confidently that my networking efforts have been very rewarding not just for the business growth but also the many relationships and friendships I have developed over the years.
There are many business networking groups out there, so you may want to check out a few and see which feels right and will work for you.
And I believe that once you give networking a try, you too will see that the numbers add up and contribute to the bottom line!
And, as mentioned earlier, I started my own unique business networking group and built it around my passion for Ci**rs and Single Malt Scotch. My group has grown over the years to an email membership of over 2000 members all over California as well as multiple Facebook sites.
We have monthly meetings in our Los Angeles, San Diego and Orange County chapters with attendance ranging from 50 to 100+ Business Owners, Executives, Professionals and Entrepreneurs.
All attendees come ready to meet, mingle, have fun, network and build relationships. AND...grow their business.
So, I refer back to my original question...”is networking right for you and your CPA practice?”
That is a question only you as a CPA and business professional can answer.
All I can add is that for me as a Financial Professional, the answer is an unqualified yes.
Cheerz!
John Dade Founder - Cigar Night Business Mixer Group
[email protected] FACEBOOK:
https://www.facebook.com/groups/131949570265821/
877-331-2533 Office / Cell
John Dade is a Registered Investment Advisor Representative with the SEC and FINRA with a Series 65 License as well as Series 3 Licensed Associated Person with the NFA and CFTC.
John is also the author of …. “Is Your Networking Net Working?” … for details go to: paypal.me/JDadeNetworkingBook/9.95
#CalCPA #BusinessNetworking #Networking #Business #JohnDade #CPA
Business Networking and your CPA Practice
Is business networking right for your CPA practice? I don't have the answer to that question.
I can only share my experience and the positive impact networking has had on my business
as a financial professional.
Whether you're a CPA working for a large firm that has a big budget to advertise and attract new business or an independent CPA who owns your own practice, I believe networking should be a regular part of your business growth strategy.
Why you may ask? Well unless you have all the business and clients YOU want or need, the answer is obvious. To attract more business and clients.
I addition, I believe that if you pursue more business for yourself it benefits both you and your firm.
As an Independent Financial Professional specializing in “alternative investment” strategies
I joined CalCPA a couple of years back, as a “Financial Professional” member because I had been working with all a few select CPA's who referred business to me, and I to them, and I saw the value of expanding my network of CPA's.
What's more, with my niche financial offering, there were not many networking formats that met my need of being in an environment where I could meet my ideal prospect.
Yet I do believe strongly in the value of networking. Proper and productive networking.
So much so that about 9 years ago, when faced with the question of how to attract more business for my specialized financial offering, I responded by starting my own business networking group.
The format was designed to not only enhance my business, but to also enhance the business of our members.
We bring together a group of like minded business professionals of different but complimentary professions, such as CPA's to meet and build relationships and add to our referral base.
The members of the group refer to other members and we all have a large pool of professionals that we have a relationship with that we can utilize as a one stop source for
our members, clients and prospects needs.
Through the Business Networking Group that I founded, I am consistently networking to meet new people who could very well become my clients
As a side note, networking within your own profession may be good to gain new business specific knowledge or skills, but it may not necessarily help you get more clients or business.
For a CPA, I believe by building a network of collaborative professionals such as financial advisors, trust attorneys, business owners and other non-CPA professionals it will help your CPA practice attract more clients and help grow you business. What's more, YOU as the CPA
become the “Go To” person for your prospects, clients and fellow CPA's who are looking for a “full service” firm to meet their various tax and financial needs.
While networking may be uncomfortable at first and nudge you out of your comfort zone I believe once you start and find the right networking format for you (or start your own?) you will soon understand that it is something that should have been done earlier. Especially when you see that you are getting results.
I know as a financial professional I can say confidently that my networking efforts have been very rewarding not just for the business growth but also the many relationships and friendships I have developed over the years.
There are many business networking groups out there, so you may want to check out a few and see which feels right and will work for you.
And I believe that once you give networking a try, you too will see that the numbers add up and contribute to the bottom line!
And, as mentioned earlier, I started my own unique business networking group and built it around my passion for Ci**rs and Single Malt Scotch. My group has grown over the years to an email membership of over 2000 members all over California as well as multiple Facebook sites.
We have monthly meetings in our Los Angeles, San Diego and Orange County chapters with attendance ranging from 50 to 100+ Business Owners, Executives, Professionals and Entrepreneurs.
All attendees come ready to meet, mingle, have fun, network and build relationships. AND...grow their business.
So, I refer back to my original question...”is networking right for you and your CPA practice?”
That is a question only you as a CPA and business professional can answer.
All I can add is that for me as a Financial Professional, the answer is an unqualified yes.
Cheerz!
John Dade Founder - Cigar Night Business Mixer Group
[email protected] FACEBOOK:
https://www.facebook.com/groups/131949570265821/
877-331-2533 Office / Cell
John Dade is a Registered Investment Advisor Representative with the SEC and FINRA with a Series 65 License as well as Series 3 Licensed Associated Person with the NFA and CFTC.
John is also the author of …. “Is Your Networking Net Working?” … for details go to: paypal.me/JDadeNetworkingBook/9.95
#BusinessNetworking #Networking #CPA #CalCPA #Business #JohnDade