The referral system every accounting practice should be using

Most accountants say referrals are their best source of new clients — but very few have an actual referral system.

And that’s the problem.

Good referrals don’t happen by luck. They happen because your practice deliberately makes them happen.

Here’s the simple framework we teach inside Success Tax Professionals:

1. Make it stupidly easy to refer.
   Clients won’t refer if they’re unsure how. Give them a script, a link, or a simple line they can forward.
2. Reward the behaviour you want.
   A small thank-you (gift card, discount, free service upgrade) can turn one referral into five.
3. Promote it everywhere.
   Email footer, website, social posts, SMS campaigns, reception signage. Don’t be subtle — be seen.
4. Close the loop fast.
   When a referral converts, thank the client immediately. The speed of acknowledgment determines whether they refer again.
5. Measure it.
   If you’re not tracking referrals, you don’t have a referral system — you have wishful thinking.

A structured referral system creates high-quality leads, low acquisition cost, and clients who already trust you before they walk in the door.