Lynn Spencer - Accounting

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What to DO to GET Referrals: Element: Action | Topic: Credibility – Time

When a client calls or makes an internet inquiry to Killingsworth Spencer, I reach out to them immediately to 24 hours later. Generally, these folks have determined it’s time for professional tax help, whether their tax situations have become more complicated or they have received a letter from the IRS. I immediately ascertain what their needs are and schedule them to meet one of our CPAs which I believe will be the best fit for their situation and personality. Within a day to no more than a week and a half, we will meet with them one on one and begin an ongoing relationship.

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