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24 March 2023

Here are 10 potential benefits that a CPA can have from developing a referral relationship with a business attorney

By Yoel Molina, Esq.

 

E-mail: fd@molawoffice.com and office: 305-548-5020 2655 S.

Lejuene Road, Suite 500 Coral Gables, Fl. 33134

 

  • EXPANDED SERVICE OFFERINGS: By developing a referral relationship with a business attorney, a CPA can offer their clients access to legal services through a trusted and reputable attorney.

  • IMPROVED CLIENT RETENTION: By offering clients access to legal services, a CPA can improve client retention by providing clients with a broader range of services, which can lead to increased client satisfaction.

  • INCREASED REVENUE: By referring clients to a business attorney, a CPA can potentially earn referral fees and increase revenue without offering legal services themselves.

  • CROSS-SELLING OPPORTUNITIES: By working with a business attorney, a CPA can identify cross-selling opportunities for other services they offer to clients.

  • EXPERTISE AND KNOWLEDGE: By working with a business attorney, a CPA can gain expertise and knowledge in legal matters that can be beneficial to their practice.

  • RISK MANAGEMENT: By referring clients to a business attorney, a CPA can help mitigate legal risks for their clients, which can ultimately save them time and money in the long run.

  • IMPROVED EFFICIENCY: By working with a business attorney, a CPA can streamline the process of addressing legal matters for their clients, which can improve efficiency and save time.

  • ENHANCED REPUTATION: By offering access to legal services through a referral relationship with a reputable business attorney, a CPA can enhance their reputation as a full-service provider.

  • DEEPER CLIENT RELATIONSHIPS: By working with a business attorney, a CPA can build deeper relationships with clients by offering a wider range of services and becoming a trusted advisor.

  • PROFESSIONAL NETWORKING: By developing a referral relationship with a business attorney, a CPA can expand their professional network and potentially gain access to new clients and opportunities.

 

www.yoelmolina.com 

Please Click Here To Set an Appointment To Discuss This Article Further

Please note that this is not legal advice and is considered advertisement. 

 

Law Office of Yoel Molina, P.A.

 

Law Office of Yoel Molina, P.A.

 

Phone: 305-548-5020, option 1

Email: fd@molawoffice.com

WhatsApp: 305-204-9635

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