Referral Marketing & Retention

Getting new clients for your firm doesn't have to be hard. Learn exactly how to flood your firm with new clients, and keep them coming back.

How much is a single new client worth to you? $500, $1,000, $10,000?

What if you were able to get as many new clients as you wanted, whenever you wanted them?

You can. This course will show you how.

Referral Marketing is the fastest and easiest way to grow your tax & accounting practice.

But most firms don't have specific and replicable process for how they attract and process client referrals. That's a huge problem.

How do you get your current clients to refer you without sounding pushy or coming off as desperate? Or, if you're just starting and don't have a large client base, how do you build a client base from scratch?

This course will dive deep, give you actionable answers to those questions, and teach you how to position yourself in the eyes of current and potential clients so they can fully recognize your value.

By taking this course you will learn:

- What referral marketing really means for tax & accounting pros
- Why (even though you are great at what you do) you may not be getting tons of referrals
- How to create the perfect 5-step referral system to flood your practice with new clients
- The keys to following up and converting a potential client into a paying client
- The real scoop about retention & churn (keeping clients happy & satisfied)


We believe the tax business is the best professional services business in the world. If you have the right referral marketing system, you can grow your business to whatever level of success you desire.

So many people claim to teach you how to "market" your practice, but no-one gets into the exact details of how to do it. This course does...


Course Syllabus | This course is jam-packed with modern examples, proven best practices, & over 10 downloadable cheat sheets, templates, and bonus materials to help make everything you learn easily apply to your firm.

Section 1 - What Referral Marketing Really Means for Tax & Accounting Firms

Lesson 1 | What is Referral Marketing for Small Firms & Why is it So Effective?

Lesson 2 | Why You're Not Getting More Referrals Now (and what to do about it)

Section 2 - Setting Up Your Referral System

Lesson 3 | Referral System Step 1

Lesson 4 | Referral System Step 2

Lesson 5 | Referral System Step 3

Lesson 6 | Referral System Step 4

Lesson 7 | Referral System Step 5

Section 3 - The Truth About Retention & Churn

Lesson 8 | The Value of Retention & The Danger of Churn

Lesson 9 | How to Get the Retention You Want

Lesson 10 | Cutting Clients - Making Room for Better Ones


Who Should Take This Course

1. Any firm owner, employee, or marketer, who wants to significantly increase the number of referrals received from clients.

2. Firms who currently receive referrals but need a way to "systematize" how they handle referrals inside their practice.

3. Anyone starting a practice who wants a cost-effective way to grow their client base quickly and efficiently.

4. Any firm that may be losing clients for various reasons and wants to increase their retention.

5. Tax & Accounting professionals who want to learn explicit details on the most effective way to market their services.


Don't miss out on thousands of dollars in potential revenue by not having a referral system in your firm. Join us for this exciting course and discover how to get as many new clients as you want!


Your Instructor


William Hamilton
William Hamilton

William is the co-founder of TaxPro University & SmartCenter. He has spent the last 8 years advising tax & accounting firms on how to grow their businesses & implement systems to make life easier. Will is a huge Lakers fan and lover of technology and waffles.


Course Curriculum


  The Power of Referrals
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  Creating Your 5 Step Referral System
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  Client Retention
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Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How do I actually "take" a TaxProU course?
You "take" any of our courses by first enrolling, then logging into the TaxProU University Portal. Once you're inside the portal, you'll see any class you've enrolled in and you can start consuming the course material. Each course is segmented into video & audio lessons, along with downloadable bonus materials to help you use what you're learning in your firm.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.
Loved this course, how do I submit my idea for a new course topic?

We love hearing what you want to learn next! We read and respond to every course suggestion so just drop us a line anytime at [email protected]

Here's what other tax pros are saying about this course:

" This course was fantastic! I expected trite and maybe true suggestions, but instead received tested, sensical, practical solutions to increase my practice."

" Very informative and direct to the issue. Presenter was very efficient and effective. Thank you."

" Great information presented. I enjoyed the topic and the presenter was knowledgeable and engaging. I will be adding some of the suggestions to how to interact with my clients."

" Excellent information and materials well worth downloading and saving for future reference/action."

" Excellent course... Provided thought provoking and practical information on practice development."

" Probably one of the best courses I've ever attended. Interesting, relevant, and with practical how-to's and even worksheets to work through (in addition to just the slides). Did not just educate and inform - it enabled action. Well done."

Get started now!