FREE Training and Webinar
Join Roger Knecht and Apoorv Dwivedi
Universal Accounting Center Presents • Live Webinar
Beyond Word of Mouth
Turn Accounting Referrals Into Steady Income
You know how to help your clients. Do the people in your network know how to help you find your next one?
Join Apoorv Dwivedi of Fixyr for a practical, 60-minute webinar on making your services easier to recommend and taking a more intentional approach to referrals.
Register with your name and email.
Give Your Referrals a Clearer Direction
A recommendation from a trusted client or business contact can open the door to a valuable relationship. But when referrals happen only by chance, it can be difficult to plan for growth.
This webinar will explore practical ways to help others understand what you do, recognize the clients you serve best, and feel confident making an introduction.
What We’ll Explore
Clarify Your Ideal Client
Help your referral partners recognize the people and businesses that are a good fit for your services.
Make Your Services Easier to Recommend
Explain the value you provide in language people can understand, remember, and share.
Strengthen Referral Relationships
Take a more intentional approach to connecting with clients and business contacts who can introduce you to new opportunities.
Follow Up With Confidence
Explore ways to ask for referrals and turn introductions into meaningful conversations.
Join Apoorv Dwivedi of Fixyr
Hosted by Universal Accounting Center, this session is designed for bookkeepers, tax preparers, and accounting professionals who want a clearer approach to generating referrals.
Whether you are building your first client relationships or growing an established practice, bring your questions and consider where your referral process could improve.
Make It Easier for People to Send Business Your Way
Set aside one hour to focus on stronger connections, clearer messaging, and your next steps.
Register for the Webinar →November 25, 2026 • 9:00–10:00 a.m. Pacific