Interested in client referrals from Expensify?

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David Barrett

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Jan 5, 2010, 7:53:18 PM1/5/10
to bookk...@expensify.com, expense...@googlegroups.com
Hi! On occasion we have customers who ask us for bookkeeper
recommendations. Currently we just refer them to their local Yellow
Pages, but I'm wondering if you'd like me to refer them to you? If so,
please email me direct and let me know the following:

- Business name
- Mailing address
- Phone number
- Email address
- Website

Most of the leads would be Expensify users -- especially small
businesses without any real process in place -- looking for help buying
and configuring QuickBooks, or just getting their books in order. Is
this interesting to you?

-david

Ken Jowe

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Jan 5, 2010, 8:35:19 PM1/5/10
to expense...@googlegroups.com
Keep me on the distribution list. 
 
I can provide referrals.  Most of my contacts are Controller's/CFO's, so would be more expensive than a bookkeeper.
 
I don't mind offering one-off spot advice / referrals - just not available for full on support.
 
Regards.
 
- k

--- On Tue, 1/5/10, David Barrett <dbar...@expensify.com> wrote:

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KNA

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Jan 7, 2010, 6:59:55 PM1/7/10
to Expense Reports
David,
I don't do book keeping, but just wanted to comment on your offer to
users for this referral, something that you don't obviously have to
do, really classy and a clear example of your spirit of value and
abundance. I'm referring my network to you guys.

Do you have a facebook fan page? If not, maybe you should.

Best regards,

Nigel

David Barrett

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Jan 7, 2010, 7:25:19 PM1/7/10
to expense...@googlegroups.com
Wow, thanks for the kind words! I figure everybody wins with the right
introduction. As for our Facebook page, we have one, but honestly it's
sorta broken. So you're welcome to go here:

http://www.facebook.com/pages/San-Francisco-CA/Expensify/69088556024

But don't look at anything except for the big "Become a Fan" button up
top. :) Thanks!

-david

Faron Adamson

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Jan 7, 2010, 7:58:26 PM1/7/10
to expense...@googlegroups.com, iris martin
On Tue, Jan 5, 2010 at 6:53 PM, David Barrett <dbar...@expensify.com> wrote:
Hi!  On occasion we have customers who ask us for bookkeeper recommendations.  Currently we just refer them to their local Yellow Pages, but I'm wondering if you'd like me to refer them to you?  If so, please email me direct and let me know the following:

- Business name  Faron Adamson CPA....Managing Accountant, Iris Martin
- Mailing address  679 W Elm Suite 6, lebanon, Mo 65536
- Phone number     417-533-5277
- Email address   faro...@gmail.com
- Website    www.adamsoncpa.com

We will be very interested in any referrals who are willing to let us help them electronically or by phone. Income tax season is on us, but we will make every effort to assist anyone whom you would send our way. We use Peachtree products primarily, but we are also growing our Quickbooks presence as well. Thank you for the opportunity.

Faron Adamson CPA

 
Most of the leads would be Expensify users -- especially small businesses without any real process in place -- looking for help buying and configuring QuickBooks, or just getting their books in order.  Is this interesting to you?

-david




--
Faron Adamson CPA
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