Webinar recording and recap: What Makes Clients Your Best Salespeople?

Last week, tax, bookkeeping, and accounting professionals tuned in from all over to join three TaxDome firms — and the clients who champion them — as they shared an honest conversation about what really builds trust, drives referrals, and creates relationships that last decades.

It was an hour packed with first-hand stories and powerful insights — a rare chance to hear from both sides: what exceptional service means to clients, and how it’s helped these firms scale through loyalty and trust.

If you couldn’t join live or want to revisit the discussion, watch a full recording of the webinar below.

About the firms and speakers + key topics covered

Three TaxDome firms — real client experiences and real referrals

1. Siebert & Associates, CPAs

• Team of 10
• Doctors, dentists, veterinarians, and other industries
• ~25% of new clients from referrals

2. NeatBooks

• Team of 20+
• Franchises & multi-entity businesses (food industry)
• 80–90% of new clients from referrals

3. 20-20 Accounting Solutions

• Team of 16
• Multi-entity businesses, tax, and bookkeeping
• 100% of new clients from referrals

In the webinar, you’ll hear from:

• John J. Siebert: CPA and Firm Owner of Siebert & Associates, CPAs, an Ohio full-service accounting firm with 10 staff and 1,000+ clients 
• Hope Siebert: Office Manager at Siebert & Associates, CPAs
• Renee Tobe: Business Owner and long-time client of Siebert & Associates, CPAs, who has trusted the firm to support her business for the past decade
• Sebastian Correa: Financial Analyst at NeatBooks, a Florida accounting, tax, and advisory firm with 20+ staff and 250+ business clients
• Vanessa Romero: Manager of VLR Group and a client of NeatBooks since 2022
• Paige Evans: Client Engagement Coordinator at 20-20 Accounting Solutions, an Alabama financial planning and accounting firm with 13 staff and 300+ clients
• Dylan Collins: Multi-business owner and client of Freedom Accounting & Tax

Key topics covered + insights into what was shared 

• What it actually takes to drive stronger relationships, loyalty, and referrals for tax, bookkeeping, and accounting firms
• What was working and what wasn’t for these firms and their clients — with real stories from both sides
• How these top-performing firms consolidated disconnected tools with one unified platform — helping them deliver exceptional client service at scale 

Here’s a glimpse into the insights and reflections shared during the conversation:

Searching emails and trying to find stuff on different platforms — it’s just really inefficient. — Dylan Collins, client of Freedom Accounting & Tax

It’s made it very easy for us to work together. And now, I feel like they’re a resource in my company, and whenever I have very big decisions to make. — Vanessa Romero, client of NeatBooks

Older clients couldn’t make heads or tails of our old portal. No problem whatsoever using TaxDome. — John J. Siebert, owner of Siebert & Associates, CPAs

The last 3 years, almost every single one of our new clients came from some form of referral. — Paige Evans, Client Engagement Coordinator at 20-20 Accounting Solutions

Get the full recap — including more insights, key takeaways, plus the live poll results — in our TaxDome Community post!

Dive deeper into the client experience success behind these firms

Download the case studies for two of the TaxDome firms featured in our webinar:

Case study: Siebert & Associates, CPAs

Find out how Siebert & Associates, CPAs, a 10-person firm, operates like a 25-person practice with superior client service — using smart tool consolidation to achieve 42% same-day response rates and enterprise-level efficiency for 1,000+ clients.

Case study: NeatBooks

Explore how NeatBooks’ team of 20+ built an enterprise-level client experience for 250+ business clients through strategic tool consolidation — transforming the firm’s ability to serve business clients at scale.

Get ready for our 2025 Niche Business Accounting Report

One standout takeaway from the webinar was that referrals are strongest in niche firms. Specialization doesn’t just attract the right clients; it keeps them, and it makes them eager to recommend you.

For our upcoming 2025 Niche Business Accounting Report, we directly surveyed 350 business accounting clients to reveal exactly which industries will pay the most, when they’ll pay it, and what justifies the premium in their minds.

A glimpse into what we found:

• 53% of businesses leaving generalist firms move to niche providers
• 82% of businesses leaving semi-niche firms choose another specialized or fully niche provider
• 80%+ of businesses leaving a niche firm go to another niche firm

The report is coming very soon — stay tuned!

Now it’s your turn to transform exceptional client service into growth 

All three TaxDome firms in our live webinar emphasized one thing: growth follows when your firm has a secure, all-in-one foundation that doesn’t just level up your operational efficiency, but delivers the experience your clients expect and remember

Already use TaxDome? Join our community platform today to connect and grow with other firm owners, stay up to date on all the latest announcements and releases, and help shape the future of our platform.

New to TaxDome? Take a quick tour to see why TaxDome is the #1 practice management software for 30,000+ tax, bookkeeping, and accounting professionals, delivering a unified, end-to-end experience for both teams and clients that scales with growth.