Referrals Process

How to arrange the successful referral of a client from one Integra firm to another

Every Integra Member Firm is equally delighted to give and receive a referral.
To promote transparency and clear communication this simple policy should be followed.
Firm Giving the Referral

Your Client needs to do business with a firm in another Country or Designation.
Contact the firm and identify if they are capable and available to assist your client.
You send an introductory Email to connect the Client and the other Integra Firm.

“Dear fellow Integra Member Firm, I am happy to refer my client, (Insert Name of contact person of Insert name of Firm located in Name of City, and Country. They are in need of yyy service." Please reply all that you can help them or refer them to another firm that specialized in their area of need.

Please make note to follow up with both your client and referral firm if you do not hear back in one week’s time. It is very important that both the client and Integra Firm communicate back to you. Simply Reply ALL to your original email.
If you do not hear back, please call. Your client will know you care about their business.
If there are any problems, please notify your Regional Board President, or Global Administrator for further assistance or suggestions.

Firm Receiving the Referral

Reply ALL to introductory email.

“Dear (name of Client that needs help), It is my pleasure to understand your scope of work needed. Thank you (name of Integra member and Firm) for the referral. I will CC you on our correspondences, so you are confident that your client is being well taken care of. “

When the business is completed, and correspondences have ended, please follow up with the referring firm. If your firm cannot help the client with their request, please refer them to another firm and communicate back to the Referring Firm via an email.

These actions will only take a few minutes of your time but will give you so much peace of mind in return. You will gain a deeper relationship with your client and fellow Integra members. There is also the assurance of knowing that your referral is followed up on. If the Integra Member cannot help the client’s request, it need to be clearly addressed in writing and preferably with a solution or additional referral. Email is the strongest method as it creates a paper trail to follow up on.
Integra Leadership would like to ensure a smooth process regarding referrals. Clear documentation will eliminate a communication drop. We wish you much success in your business and hope you will attend a conference to publicly acknowledge the giving and receiving of business referrals.

Reporting Your Successful Referral…
We request that members tell us about successful referrals for 3 reasons:

Earn a mention in our Newsletter
To help us keep statistics updated to attract new members
You will win a T-shirt at our next Conference!

EMEIA Regional Conference in Budapest, Hungary
Save the date - June 11-13, 2020
Radisson Blu Béke Hotel
Integra EMEIA Conference - Budapest - June 2020

Integra EMEIA Conference - Budapest - June 2020

INTEGRA EDUCATION

Educate your staff and stay connected to the most recent updates in the Accounting world. This is a benefit of Integra membership available at no cost, and CPE certificates are issued for live events.
All past webinar recordings can be easily found on the Integra website - link here

Marketing Committee Meeting

February 26 - Round table discussion for Integra members who have a dedicated marketing role in their firm
Email Laurie Daschuk to register - 8am PST/ 11am EST/ 4pm UK/ 5pm Central Europe

HR Committee Meeting

February 20 - Round table discussion for Integra members who have a dedicated HR role in their firm
Email Laurie Daschuk to register - 8am PST/ 11am EST/ 4pm UK/ 5pm Central Europe

Webinars

New Members Portal on our Website
Learn about the features and benefits to members in this new area - will be recorded and posted as well.
Link to register - 8am PST/ 11am EST/ 4pm UK/ 5pm Central Europe

Brexit - Part One - February 27, 2020
Tim Cook / Wilder Coe and Colin Meager / Integra's CFO, will set the stage for what we might expect in the coming year and when decisions are due to be made. Part Two will be in March after the budget.
Link to register - 8am PST/ 11am EST/ 4pm UK/ 5pm Central Europe

Check out the new Doing Business in Japan Guide - from Actus Tax Corporation - our member firm in Tokyo.

All Integra firms are invited to share a Doing Business Guide - it will be posted on our website and social media.

Integra Global Chair Brian Hunter and the Global Directors recently met in Amsterdam
for the Annual Planning meeting. See our new Branding Video here...

FIRM UPDATES

We have a new firm in

Bristol, United Kingdom Corrigan Accountants Corrigan Accountants Limited is a 5 Partner and 15 staff, full audit, accountancy and tax firm. The Managing Partner and main contact for Integra is Mr. Edward Corrigan who can be contacted at [email protected]

We have a new firm in Singapore. FIDUCIA LLP is a 3 Partner and 65 staff audit and assurance, tax and advisory firm. Wayne Soo is the Managing Partner and main firm contact [email protected]

We have a new firm in Kuala Lumpur. Pro B Centre / Cheng & Co. is a leading firm in Malaysia with 41 Partners and 90 staff. Dr. Chua Hock Hoo is the Chairman [email protected], and Mr. Tom Wong is the CEO and main firm contact [email protected]

Pieter Mertens from our member firm Norgay Accountants in Belgium contacted Sebastian Frankenheim from the member firm CONSULTA Wagemann (Dusseldorf, Germany) regarding the VAT registration in Germany of one of their clients.

We have a new firm in Manila. Ali & Co., CPAs is a 2 Partner and 24 staff firm. Mrs. Liberty Abid Ali is the Managing Partner and main firm contact [email protected]

We have a new firm in St. Petersburg, Russia. Quality Partners has 23 staff and Mr. Andeas Bitzi is the owner and main firm contact [email protected]

We have a new firm in Jeddah, Saudi Arabia. Ibrahim Al Ekhtabiy Audit Bureau has 26 staff and Mr Ibrahim Ekhtabi is the owner and Mr. Mohamed al-khawaja is the main firm contact [email protected]

*************

We heard that KPU - Kwantlen Polytechnic University in Vancouver is using Gilmour Group CPA's "Tax FAQ" social media posts in their classroom regularly as discussion topics!

Send us your news... Susanne & Laurie love to hear from you!

Here is a link to the 01/20 edition of our very own Audit & Accounting Alert Newsletter produced by Gerald Herter.

GET SOCIAL

Please follow our social media accounts - sharing or liking posts really helps us to increase our global reach.

www.facebook.com/integra.international

twitter.com/integra_intl

www.linkedin.com/company/integra-intl