Review & Referral Scripts
Review & Referral Request Scripts for Accountants
In the accounting world, trust is your most valuable asset. Since clients are trusting you with their life savings and IRS compliance, a strong library of 5-star reviews and word-of-mouth referrals is the difference between a struggling practice and a fully booked firm.
Post-Tax Season Google Review Request
Use this script right after you successfully file an individual return ($200-$500) and the client is relieved.
Hi [Client Name], I am so glad we got your tax return filed on time and found those extra deductions. Since most people find their tax pro through Google, would you mind taking 60 seconds to leave us a review? It really helps other local taxpayers find a reliable partner they can trust. I will text you the direct link right now to make it easy!
Tips for this scenario
- -Ask during the 'relief window' immediately after they sign their 1040 form.
- -Mention a specific win, like a deduction you found, to prime them for a positive review.
Common Mistakes to Avoid
!Waiting until May to ask for a review when the client has already forgotten how much stress you saved them.
!Not providing a direct link, forcing the client to search for your business on Google or Yelp themselves.
!Failing to ask for referrals from business clients who already see you as a trusted advisor.
!Ignoring negative reviews instead of using them to show you have improved your office communication.
!Asking for a review before the job is 100% finished or before the refund is confirmed.
