{"id":3972,"date":"2016-09-26T08:00:55","date_gmt":"2016-09-26T13:00:55","guid":{"rendered":"http:\/\/taxprocenter.proconnect.intuit.com\/?p=3972"},"modified":"2017-10-16T18:00:55","modified_gmt":"2017-10-16T23:00:55","slug":"how-to-build-your-family-tree-of-clients","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-build-your-family-tree-of-clients\/","title":{"rendered":"How to Build Your Family Tree of Clients"},"content":{"rendered":"<p>My sister loves genealogy. She\u2019s researched our family tree and knows the great grandparents back for generations: the grandfather who went to Russia to help build steel mills after World War I, the Civil War veteran who was shot in the hand and the grandmother who ran a bakery in Pennsylvania.<\/p>\n<p>I&#8217;m just grateful to my ancestors who\u2019ve brought me this far; I\u2019m also interested in my family tree of clients, where they come from and how I\u2019ve been able to bring them on as clients.<\/p>\n<p>Ask successful entrepreneurs how they\u2019ve grown their business and most will sum it up one word: referrals. Just like my family tree, I can trace all of my clients back to their sources. In my case, there are three main \u201cparents\u201d to my clients.<\/p>\n<p><strong>The Importance of Referrals<\/strong><\/p>\n<p>When I teach marketing to entrepreneurs, many of them are more concerned about the \u201cunknown\u201d clients, the ones they\u2019ve never met who they think are on their path to wealth and success. Truthfully, unless you are a hermit, you already have enough people in your \u201ccircle\u201d to build the clientele of your dreams. Referrals are low-cost, low-risk, warm leads, so how do you get them?<\/p>\n<ol>\n<li><strong>Provide great service.<\/strong> It\u2019s not hard to get referrals if your current clients are happy. Help them grow and provide the kind of service you would want to get; they will reward you with referrals.<\/li>\n<li><strong>Reach out.<\/strong> Referrals are the result of cultivating relationships. Create a plan to touch base with your clients on a regular basis for <em>no particular reason<\/em>. Unlike a business-related call where you have an agenda, reaching out allows you to really get to know your client. Make it a policy to call them every 90 days. Touch base and ask how they are and what they have going on, but make it clear you are just calling to check in on them. These calls keep you top of mind with clients, ensuring they stay loyal to you. You will be surprised at the discussions you\u2019ll have after making a few of these calls. You may even get additional business from them, too.<\/li>\n<li><strong>Ask<\/strong>. Clients don\u2019t always think to refer you. Make sure you let them know you\u2019re interested in their referrals. Include a statement in your invoice that states: \u201cWe always appreciate your referrals.\u201d When you receive a compliment from a client, make sure to say something, such as: \u201cI\u2019m glad you\u2019re happy with my services. Do you know anyone else you think would benefit from my help?\u201d Just don\u2019t over ask; you\u2019ll make your clients uncomfortable.<\/li>\n<li><strong>Return the favor<\/strong>. Look out for business opportunities for your clients, too. Make introductions, recommend them to others and let them know you\u2019re invested in their success.<\/li>\n<li><strong>Reward referrals<\/strong>. Whether you offer a gift card, discount or just a thank you, make sure you let your clients know you appreciate their referrals. It\u2019s just good manners.<\/li>\n<\/ol>\n<p>Take a few minutes and look at your clientele. Do you know where they\u2019ve come from? Have you made the effort to thank the ones who have referred to you? Building your family tree of clients doesn\u2019t have to be hard \u2026 you just have make time to do it!<\/p>\n<p><strong>Editor\u2019s note:<\/strong> Laura is also the author of another Intuit<sup>\u00ae<\/sup> ProConnect\u2122 Tax Pro Center article, \u201c<a href=\"http:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/how-to-grow-your-referrals-during-the-off-season\" target=\"_blank\" rel=\"noopener\" data-wa-link=\"body_tpc-offseasonReferrals\">How to Grow Your Referrals During the Off Season<\/a>.\u201d Check it out for more practice growth tips.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>My sister loves genealogy. She\u2019s researched our family tree and knows the great grandparents back for generations: the grandfather who went to Russia to help build steel mills after World War I, the Civil War veteran who was shot in the hand and the grandmother who ran a bakery in Pennsylvania. I&#8217;m just grateful to<\/p>\n","protected":false},"author":107837441,"featured_media":10625,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[507998780,116807],"tags":[],"intuit_collection":[],"intuit_series":[],"coauthors":[509474125],"class_list":["post-3972","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-grow-your-practice","category-practice-management"],"header_image":"","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.6) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Build Your Family Tree of Clients - Tax Pro Center | Intuit<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-build-your-family-tree-of-clients\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Build Your Family Tree of Clients - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"My sister loves genealogy. She\u2019s researched our family tree and knows the great grandparents back for generations: the grandfather who went to Russia to help build steel mills after World War I, the Civil War veteran who was shot in the hand and the grandmother who ran a bakery in Pennsylvania. I&#8217;m just grateful to\" \/>\n<meta property=\"og:url\" content=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-build-your-family-tree-of-clients\/\" \/>\n<meta property=\"og:site_name\" content=\"Tax Pro Center | Intuit\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/IntuitAccountants\" \/>\n<meta property=\"article:published_time\" content=\"2016-09-26T13:00:55+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2017-10-16T23:00:55+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/08\/network.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"442\" \/>\n\t<meta property=\"og:image:height\" content=\"313\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Laura Wooten\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:site\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Laura Wooten\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-to-build-your-family-tree-of-clients\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-to-build-your-family-tree-of-clients\\\/\"},\"author\":{\"name\":\"Laura Wooten\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/14be831a475d4170e5f0fab3743bf62f\"},\"headline\":\"How to Build Your Family Tree of Clients\",\"datePublished\":\"2016-09-26T13:00:55+00:00\",\"dateModified\":\"2017-10-16T23:00:55+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-to-build-your-family-tree-of-clients\\\/\"},\"wordCount\":595,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-to-build-your-family-tree-of-clients\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2017\\\/08\\\/network.jpg\",\"articleSection\":[\"Grow your practice\",\"Practice Management\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-to-build-your-family-tree-of-clients\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-to-build-your-family-tree-of-clients\\\/\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-to-build-your-family-tree-of-clients\\\/\",\"name\":\"How to Build Your Family Tree of Clients - Tax Pro Center | Intuit\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-to-build-your-family-tree-of-clients\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-to-build-your-family-tree-of-clients\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2017\\\/08\\\/network.jpg\",\"datePublished\":\"2016-09-26T13:00:55+00:00\",\"dateModified\":\"2017-10-16T23:00:55+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-to-build-your-family-tree-of-clients\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-to-build-your-family-tree-of-clients\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-to-build-your-family-tree-of-clients\\\/#primaryimage\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2017\\\/08\\\/network.jpg\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2017\\\/08\\\/network.jpg\",\"width\":442,\"height\":313,\"caption\":\"networking in tax profession\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/how-to-build-your-family-tree-of-clients\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How to Build Your Family Tree of Clients\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"name\":\"Tax Pro Center | Intuit\",\"description\":\"Tax Pro Center\",\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\",\"name\":\"Tax Pro Center | Intuit\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"width\":872,\"height\":160,\"caption\":\"Tax Pro Center | Intuit\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/IntuitAccountants\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/IntuitAccts\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/intuitaccountants\\\/?hl=en\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/company\\\/intuit-accountants\\\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/14be831a475d4170e5f0fab3743bf62f\",\"name\":\"Laura Wooten\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/3e5c762c36d0af2b4b76ddb27b6dc7e41c79dc969d73cab5c4bb2cfd7700d845?s=96&d=identicon&r=g\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/3e5c762c36d0af2b4b76ddb27b6dc7e41c79dc969d73cab5c4bb2cfd7700d845?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/3e5c762c36d0af2b4b76ddb27b6dc7e41c79dc969d73cab5c4bb2cfd7700d845?s=96&d=identicon&r=g\",\"caption\":\"Laura Wooten\"},\"description\":\"A writer, marketer, coach and strategic problem solver, Laura Wooten of Wooten Communications helps her clients develop practical marketing and PR strategies tied to concrete business goals. Throughout her career, Laura has helped strengthen small businesses and nonprofits. She is an instructor for Southern Methodist University, co-teaches the S\u2019marketing class for the StacyK Academy and has taught courses at the Center for Nonprofit Management.\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/author\\\/laurawootentax\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"How to Build Your Family Tree of Clients - Tax Pro Center | Intuit","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-build-your-family-tree-of-clients\/","og_locale":"en_US","og_type":"article","og_title":"How to Build Your Family Tree of Clients - Tax Pro Center | Intuit","og_description":"My sister loves genealogy. She\u2019s researched our family tree and knows the great grandparents back for generations: the grandfather who went to Russia to help build steel mills after World War I, the Civil War veteran who was shot in the hand and the grandmother who ran a bakery in Pennsylvania. I&#8217;m just grateful to","og_url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-build-your-family-tree-of-clients\/","og_site_name":"Tax Pro Center | Intuit","article_publisher":"https:\/\/www.facebook.com\/IntuitAccountants","article_published_time":"2016-09-26T13:00:55+00:00","article_modified_time":"2017-10-16T23:00:55+00:00","og_image":[{"width":442,"height":313,"url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/08\/network.jpg","type":"image\/jpeg"}],"author":"Laura Wooten","twitter_card":"summary_large_image","twitter_creator":"@IntuitAccts","twitter_site":"@IntuitAccts","twitter_misc":{"Written by":"Laura Wooten","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-build-your-family-tree-of-clients\/#article","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-build-your-family-tree-of-clients\/"},"author":{"name":"Laura Wooten","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/14be831a475d4170e5f0fab3743bf62f"},"headline":"How to Build Your Family Tree of Clients","datePublished":"2016-09-26T13:00:55+00:00","dateModified":"2017-10-16T23:00:55+00:00","mainEntityOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-build-your-family-tree-of-clients\/"},"wordCount":595,"commentCount":0,"publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-build-your-family-tree-of-clients\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2017\/08\/network.jpg","articleSection":["Grow your practice","Practice Management"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-build-your-family-tree-of-clients\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-build-your-family-tree-of-clients\/","url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-build-your-family-tree-of-clients\/","name":"How to Build Your Family Tree of Clients - Tax Pro Center | Intuit","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website"},"primaryImageOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-build-your-family-tree-of-clients\/#primaryimage"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-build-your-family-tree-of-clients\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2017\/08\/network.jpg","datePublished":"2016-09-26T13:00:55+00:00","dateModified":"2017-10-16T23:00:55+00:00","breadcrumb":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-build-your-family-tree-of-clients\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-build-your-family-tree-of-clients\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-build-your-family-tree-of-clients\/#primaryimage","url":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2017\/08\/network.jpg","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2017\/08\/network.jpg","width":442,"height":313,"caption":"networking in tax profession"},{"@type":"BreadcrumbList","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-build-your-family-tree-of-clients\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/accountants.intuit.com\/taxprocenter\/"},{"@type":"ListItem","position":2,"name":"How to Build Your Family Tree of Clients"}]},{"@type":"WebSite","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","name":"Tax Pro Center | Intuit","description":"Tax Pro Center","publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/accountants.intuit.com\/taxprocenter\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization","name":"Tax Pro Center | Intuit","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/","url":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","width":872,"height":160,"caption":"Tax Pro Center | Intuit"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/accountants.intuit.com\/taxprocenter\/IntuitAccountants","https:\/\/accountants.intuit.com\/taxprocenter\/IntuitAccts","https:\/\/accountants.intuit.com\/taxprocenter\/intuitaccountants\/?hl=en","https:\/\/accountants.intuit.com\/taxprocenter\/company\/intuit-accountants\/"]},{"@type":"Person","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/14be831a475d4170e5f0fab3743bf62f","name":"Laura Wooten","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/3e5c762c36d0af2b4b76ddb27b6dc7e41c79dc969d73cab5c4bb2cfd7700d845?s=96&d=identicon&r=g","url":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/3e5c762c36d0af2b4b76ddb27b6dc7e41c79dc969d73cab5c4bb2cfd7700d845?s=96&d=identicon&r=g","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/3e5c762c36d0af2b4b76ddb27b6dc7e41c79dc969d73cab5c4bb2cfd7700d845?s=96&d=identicon&r=g","caption":"Laura Wooten"},"description":"A writer, marketer, coach and strategic problem solver, Laura Wooten of Wooten Communications helps her clients develop practical marketing and PR strategies tied to concrete business goals. Throughout her career, Laura has helped strengthen small businesses and nonprofits. She is an instructor for Southern Methodist University, co-teaches the S\u2019marketing class for the StacyK Academy and has taught courses at the Center for Nonprofit Management.","url":"https:\/\/accountants.intuit.com\/taxprocenter\/author\/laurawootentax\/"}]}},"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/08\/network.jpg","jetpack_shortlink":"https:\/\/wp.me\/pazjGh-124","jetpack-related-posts":[{"id":25345,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/surprising-tips-to-ignite-client-referrals\/","url_meta":{"origin":3972,"position":0},"title":"7 surprising tips to ignite client referrals","author":"Dmitry Dragilev","date":"April 15, 2022","format":false,"excerpt":"Discover new ways to find and secure referrals; marketing expert Dmitry Dragilev offers seven timely tips.","rel":"","context":"In &quot;Grow your practice&quot;","block_context":{"text":"Grow your practice","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/grow-your-practice\/"},"img":{"alt_text":"Referrals","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/03\/Referrals.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/03\/Referrals.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/03\/Referrals.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/03\/Referrals.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":23478,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/referrals-are-key-to-growing-a-tax-and-accounting-firm\/","url_meta":{"origin":3972,"position":1},"title":"Referrals are key to growing a tax and accounting firm","author":"Alison Reiff-Martin, CPA","date":"August 18, 2021","format":false,"excerpt":"Converting a prospect to a client is much easier when you have a warm or hot referral. Alison Reiff-Martin, CPA, offers practical steps to getting more business.","rel":"","context":"In &quot;Grow your practice&quot;","block_context":{"text":"Grow your practice","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/grow-your-practice\/"},"img":{"alt_text":"Referrals","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/07\/Referrals.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/07\/Referrals.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/07\/Referrals.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":2420,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-grow-your-referrals-during-the-off-season\/","url_meta":{"origin":3972,"position":2},"title":"How to Grow Your Referrals During the Off Season","author":"Laura Wooten","date":"August 5, 2016","format":false,"excerpt":"It must be tough being an accountant. While you\u2019re not competing for a popularity contest, when clients and others \u201clike\u201d you, you\u2019re that much more likely to get more referrals for new business. Being experienced, tax-savvy and competent, not to mention having a strong financial mind and even a great\u2026","rel":"","context":"In &quot;Grow your practice&quot;","block_context":{"text":"Grow your practice","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/grow-your-practice\/"},"img":{"alt_text":"tax professional with clients","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/09\/tax-professional-with-clients-e1535552307798.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/09\/tax-professional-with-clients-e1535552307798.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/09\/tax-professional-with-clients-e1535552307798.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":68158,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/grow-your-practice\/the-power-of-building-a-community-and-sales-pipeline\/","url_meta":{"origin":3972,"position":3},"title":"The power of building a community and sales pipeline","author":"Christopher J. Picciurro, CPA\/PFS, MBA, ARA","date":"November 3, 2025","format":false,"excerpt":"Growing a practice takes time and a lot of effort, but sales, marketing, and networking make it easier. Get practical advice in this article that appeals to the mature practice as well as a startup.","rel":"","context":"In &quot;Grow your practice&quot;","block_context":{"text":"Grow your practice","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/grow-your-practice\/"},"img":{"alt_text":"The power of building a community and sales pipeline","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/10\/The-power-of-building-a-community-and-sales-pipeline-copy.jpeg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/10\/The-power-of-building-a-community-and-sales-pipeline-copy.jpeg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/10\/The-power-of-building-a-community-and-sales-pipeline-copy.jpeg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/10\/The-power-of-building-a-community-and-sales-pipeline-copy.jpeg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":254,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/warning-taking-a-break-after-tax-season-could-ruin-your-practice\/","url_meta":{"origin":3972,"position":4},"title":"Warning: Taking a Break After Tax Season Could Ruin Your Practice!","author":"Majaliwa Bass","date":"April 14, 2016","format":false,"excerpt":"You\u2019ve just spent the last 12+ weeks performing some of your best tax work for your clients, and no doubt your clients are equally impressed. But, just before you go on vacation, take this time to leverage the \u201chigh\u201d that your clients are on, in order to grow your practice\u2026","rel":"","context":"In &quot;Grow your practice&quot;","block_context":{"text":"Grow your practice","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/grow-your-practice\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/04\/vacation-e1508453885263.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/04\/vacation-e1508453885263.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/04\/vacation-e1508453885263.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/04\/vacation-e1508453885263.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":13699,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-identify-connect-and-get-referrals\/","url_meta":{"origin":3972,"position":5},"title":"How to identify, connect, and get referrals","author":"Darren Root, CPA.CITP, CGMA","date":"October 9, 2018","format":false,"excerpt":"Learn from Darren Root, CPA, CITP, CGMA, about how to grow the number of client referrals to your tax and accounting practice.","rel":"","context":"In &quot;Grow your practice&quot;","block_context":{"text":"Grow your practice","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/grow-your-practice\/"},"img":{"alt_text":"tax professional with clients","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/08\/tax-professional-with-clients-e1535552243931.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/08\/tax-professional-with-clients-e1535552243931.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/08\/tax-professional-with-clients-e1535552243931.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/3972","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/users\/107837441"}],"replies":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/comments?post=3972"}],"version-history":[{"count":10,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/3972\/revisions"}],"predecessor-version":[{"id":10626,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/3972\/revisions\/10626"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media\/10625"}],"wp:attachment":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media?parent=3972"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/categories?post=3972"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/tags?post=3972"},{"taxonomy":"intuit_collection","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_collection?post=3972"},{"taxonomy":"intuit_series","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_series?post=3972"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/coauthors?post=3972"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}