NASSAUSUFFOLK

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  • 1.  Seeking practitioner to provide referrals to

    Bronze Most Valuable Member
    Posted 10-12-2022 05:27 PM

    I'm looking for a practitioner to refer clients to. These would be either solid referrals that we are just unable to get to, or existing clients that simply no longer fit our updated business model. In either case, they are good clients and we wish to look out for their best interest and not simply send them away. Services are generally small business accounting services and personal and business income tax preparation. The ideal practitioner for this is actively building their business, is technology driven, and is attentive to client communications.  I would like to build a relationship with this person and develop a comfort level that the client would be handled just as we would handle them. If this sounds like you, and you will be attending the upcoming Accounting and Tax Symposium I would be happy to speak with you more in person at that event. Otherwise feel free to reach out with me directly sooner and we can start the conversation. 



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    James Hall
    Hall CPA Group LLP
    Kings Park NY
    P: (631) 269-7500
    F: (631) 269-7533
    E: james@hallcpagroup.com
    www.hallcpagroup.com
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  • 2.  RE: Seeking practitioner to provide referrals to

    Bronze Most Valuable Member
    Posted 10-13-2022 01:37 PM
    Hi James,

    Let me infroduce myself. My name is Lynne Fuentes, CPA. I am the Managing Partner of Fuentes & Angel CPAs in Jericho. I am also the President of the NYSSCPAs. 

    I am interested in speaking with you about possibly working together in referring your clients, even prior to the Symposium. I am out of the office most of next week at the AICPA council but would like to get some time on your calendar to discuss this further. 

    Please let me know what works for you.

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    Lynne Fuentes CP
    FUENTES & ANGEL CPAs LLC
    Jericho NY
    516-656-0800
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    Original Message


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The opinions expressed are the views of the author alone and should not be attributed to any other individual or entity and shall not constitute an accounting opinion.