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The Practicing CPA 


Feature Focus

 August 2016

 

Do You Know A . . .?: Risking it All for a Referral
It has happened to many successful CPAs. A CPA is meeting with a valued client who asks for a referral. Perhaps the requested referral pertains to a lawyer, an investment advisor or an insurance agent. Often, CPAs provide these referrals without a second thought. What is wrong with recommending another professional in an effort to accommodate a client? The other professional may reciprocate by referring clients to the CPA. This type of networking should benefit the CPA, right? Not always. If the client suffers damages as a result of the referred party’s actions, the client may point the finger of blame at the CPA.

CNA provides content for the Feature Focus twice per year.  Read More

For previous feature focus articles visit the archives.
 

 

Sole Practitioner 

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