Why CPAs refer cost segregation work, and when they do not

A CPA who refers a study is putting their own client relationship behind your report. That explains both why the referral converts and why it is slow to earn.

What makes a CPA comfortable

• A report format they can follow and defend.
• A clear answer on who supports the position if questions arise.
• An estimate before the engagement, so the client is not surprised.

When they hold back

Small basis, a client with no income to offset or a provider who oversells. Give CPAs a simple screen for which clients to send, and the referrals that arrive will be ones worth quoting. Direct demand, built the BasisBoost way, fills the gaps between them.