Partnering with Accountants

Scott Charlton

Your guide to the ultimate referral destination

At last, here is a complete guide which explains how to develop and maintain long-lasting referral arrangements with accountants. The author, Scott Charlton, has included numerous suggestions based upon his 30 plus years of experience about what works in practice:

accountants’ concerns and how to secure a first meeting

whether to share your revenue with accountants

the pitfalls of being employed by an accountant

what to look for when buying an accounting firm

the keys to success for a multi-divisional professional practice.

how the Future of Financial Advice (FOFA) reforms provide significant opportunities to engage with accountants

answers to the 30 most frequently asked questions about referral relationships

 

 

 

 

 

 

 

 

Filled with checklists, tips and actual case studies, Partnering with Accountants uses an enjoyable travel analogy to assist you through the challenges associated with accounting collaborations.

 

“Essential reading for any professional seeking referrals from accountants.”
- Jim Stackpool, author of Delivering Certainty

 

About the Author

Scott Charlton is a Chartered Accountant with a career-long interest in accountants and financial planners working together for the benefit of their clients. He has facilitated numerous meetings between accountants and financial planners wishing to collaborate. Because he understands “both sides of the fence”, Scott is uniquely placed to offer insights about what works in practice.