Referrals
Refer a client.
For lawyers, brokers, lenders and advisers with clients who need an accountant, and for existing clients passing along someone they know. Every referral gets a free intro call within two business days.
What a good referral looks like
Who to send.
- Someone who just incorporated and has no accountant for the T2, GST or payroll setup
- An owner whose current accountant surfaces once a year, at filing time
- A self-employed mortgage applicant whose financials need to be lender-ready
- An owner facing a decision: salary versus dividends, a holding company, buying or selling a business
- An owner two or three years out from a sale or a handover who has done no planning for it
How referrals are handled
What you can expect back.
- 01
No fee-splitting
DSJM pays no referral fees and asks for none. There is nothing for you to disclose to your client and no arrangement to paper.
- 02
A call within two business days
Free, fifteen to twenty minutes, and a clear answer on whether this is a fit.
- 03
You hear back
We come back to you once the conversation has happened, whether or not it went anywhere.
- 04
It runs both ways
Where your work fits a DSJM client, legal, lending, insurance or investment, referrals go back out.
Send a referral
Two ways to do it.
An email introduction with all three of us on it works best, because the person hears it from you. Use the form if that is easier.