Accountants: how to talk to clients about their data assets
Accountants already spot hidden value on a balance sheet, and a client's email and ticket archive is the one asset that never appears on it.
Clients worth raising it with
How to raise it
Frame it as found money, not a risk.
Point them to a free, no-files estimate.
Make the introduction; we handle the rest.
Referral fees, done properly
Introducing advisers earn a share of our fee, agreed in writing and disclosed to the client. We never pay or receive fees per appointment from insolvency practitioners. Refer a client.
Key takeaways
You already have the trust and the context.
A free estimate is an easy first step.
Referral fees must be agreed and disclosed.
What could your company's records earn?
A free, nine-question estimate. No files, no logins.
