Referral revenue management · For CPAs

Your Best Clients May Already Be One Referral Away.

The attorneys, advisors and bankers around you already have clients who need an accountant. The problem isn’t whether they’d refer you. It’s that nobody has built a system that makes it happen consistently.

Shoutback helps CPAs find where referral revenue is leaking, build a system to recover it, and create new referral relationships when needed.

See Where Your Referral Revenue Is Leaking See the math first

10 minutes · No card · Your number at the end

Three ways we help

Three ways we help CPAs generate more referrals.

Existing Clients

Turn satisfied clients into introductions

Turn satisfied clients into a more consistent source of introductions — through recognition, not an awkward ask at filing season.

Referral Opportunities You’re Missing

Find the moments where referrals aren’t happening

Identify the points in the client relationship where referrals could be happening — but aren’t — and build a plan to capture them.

New Referral Relationships

Build what you don’t have yet

When you need relationships you don’t already have, Shoutback can build and operate a private referral network of complementary professionals.

Run your own numbers

What is one more referred client actually worth?

Your inputs, your average fee, your close rate. Move the sliders and see your own number.

Businesses and individuals who know your work and would take your call.
350
Recurring engagement fee — use your real average.
$6,000
Use your own estimate, or your best guess.
8%
Use your real close rate on this source.
60%
Annual revenue in play
$0
 
Introductions generated0
New clients won0
Revenue per client0
See Where Your Referral Revenue Is Leaking

This is a model, not a forecast. The assessment replaces these sliders with your actual numbers.

The Shoutback Referral System

Assess. Build the Roadmap. Activate. Build New Referral Relationships.

You can stop after any step. The first costs nothing and tells you whether the rest is worth a conversation.

1

Assess

Find the gap. Your number, in dollars, from your own fee revenue and client count.

Free · 10 minutes

2

Build the Roadmap

A 90-day plan across all four sources. Yours to run, with or without us.

$1,950

3

Activate Existing Clients

Turn the clients you already have into introductions. Recognition, not solicitation.

In the Roadmap

4

Build New Referral Relationships

When you need relationships you don’t already have, Shoutback builds and operates a private referral network.

$4,950 a year · partners free

When you need new referral relationships

That’s where Privaire comes in.

Privaire is the private referral-network component of the Shoutback system. We help you identify the professionals who already serve your clients — attorneys, financial advisors, bankers, benefits brokers and others — and build the network around your firm. You choose the professionals and make the introduction. We handle the infrastructure, invitations, onboarding and tracking.

See How Privaire Works →
Who is telling you this
40 yrs

Building systems that turn existing relationships into measurable revenue — the same discipline applied to your client list and the professionals around it.

$2.1B

Incremental annual revenue from a loyalty and share-of-customer program designed and operated for a major automotive manufacturer.

Delivered at Dealers Group, prior to Shoutback.
Before you ask

The questions we get from CPAs.

Isn’t this just a referral roundtable?
No, and the difference is structural. A roundtable asks for regular attendance alongside whoever else is already in it, and you don’t control the roster. Here you choose the professionals yourself, and the network is built around your own client base rather than around a meeting everyone attends. Forty-five minutes a month, and we run it.
Do I have to ask my clients for referrals?
No, and we would advise against it. The program is built on recognition rather than solicitation — clients are given standing and a reason to talk about you. A CPA asking every filing season for three names caps out fast and costs goodwill.
What happens if the firm down the street joins first?
The network is built around your clients, so a competing firm would never be inside yours. What matters is the professionals — the attorney, the advisor, the banker. Each of them can realistically only feed one firm. That is the part that is genuinely first-come.
What does it cost?
The assessment is free. The Referral Revenue Roadmap is $1,950 one-time. A Privaire network is $4,950 a year, and one firm pays it — the professionals you invite join at no charge.
How do I know it worked?
Every introduction is logged at the moment it’s made, not reconstructed from memory later. A share of qualified clients is held out at random, and we report only the difference between the two groups — what would not have happened without the system.
Assessment — Free
10 minutes. Your referral gap, in dollars.
Referral Revenue Roadmap — $1,950
One-time. All four sources mapped. Yours to run.
Privaire Network — $4,950/year
For when you need new referral relationships. Roadmap included. Partners join free.
See Where Your Referral Revenue Is Leaking Book a 30-Minute Call
One last thing

Ten minutes tells you what you are leaving on the table.

The assessment scores your firm across the six places referral business gets lost, and gives you the number in dollars — calculated from your own fee revenue and your own client count. It is free, there is no card, and there is no call unless you ask for one.

See Where Your Referral Revenue Is Leaking

Or book a 30-minute call if you would rather talk first.

See Where Your Referral Revenue Is Leaking