Financial advisers and planners
Clients whose accounts, tax or company structure need sorting before the planning can be done properly.
For professionals who introduce clients to Buzz
Solicitors, financial advisers, mortgage brokers, bankers, business coaches, insurers and other accountants send us clients. This is how an introduction is handled, and what you can expect back.
What you can expect
- Your client hears from a named person
- Within one working day
- You are told what happened, with their consent
- Requests for your services go back to you
- Any referral fee agreed in writing first
- Your own tracking link if you want one
Professionals who introduce clients
Solicitors
New companies, business sales and purchases, and the personal matters that need clean accounts and tax figures behind them.
Mortgage brokers
Self-employed and company-director clients who need accounts and tax figures a lender will accept, on time.
Banks and lenders
Business customers who need management accounts, forecasts or a finance function before they can borrow.
Business coaches and consultants
Clients whose numbers are not good enough to coach against yet.
Other accountants
A client that is too small for your firm, a specialism you do not cover, or a practice you are winding down.
What happens to an introduction
- 1You introduce them, or they use your link
Tell us about them by email or the form below, or give the client your own link,
buzzaccounting.co.uk/?via=your-name. Anyone who arrives through it is recorded against you, whichever page they land on and whether they book a call, use the instant quote or fill in a form. - 2We reply within one working day
The client hears from a named person, who offers a call or points them at the instant quote if they would rather see the fee first. The quote produces a full proposal they can accept online.
- 3You hear what happened
With the client's consent we tell you whether they went ahead and who is looking after them.
- 4Your work goes back to you
If an introduced client asks us for something you provide, we send them back to you.
Referral arrangements
An introducer can take a referral fee, a two-way referral arrangement or no fee. We agree which with you, in writing, before the first introduction.
If you are FCA-regulated, an introduction to Buzz is for accounting, tax, payroll, advisory and coaching services only. Buzz Accounting is not FCA-authorised and does not give regulated financial advice; where a client needs it we introduce them to Equity & General, our regulated partner, and we would not do that with a client you introduced without talking to you first.
Every introduced client gets the same service as any other: a named accountant, the Buzz promise and a fixed monthly fee they saw before they signed.
Introduce a client
Accreditations & Partnerships
