Store My Library
About Contact

Attention Accountants, Bookkeepers, Tax Specialists, Fractional CFOs and Business Advisors:

Transform From Unnoticed to Unstoppable: Build Your Reputation and Get More Referrals

Build a Referral and Reputation Strategy customized for you. Follow the proven 3-phase system used by large accounting and consulting firms to become the go-to professional service provider everyone remembers and recommends.

Sign Up

Launching Soon

91% of accounting firms expect to grow through referrals

74% of small and mid-sized CPA firms cite referrals as their primary source of new business

70% of sole proprietors in the CPA and bookkeeping sector attribute new client wins primarily to referrals

84% of accounting/tax clients begin their purchasing process with a referral

Yet…

Only 37% of CPA firms have a document referral strategy, and just 11% track referrals 

Imagine if you knew exactly what to do to attract new clients and grow your business 

Do any of these sound familiar?

Referral Strategy List
You feel overwhelmed and disorganized when it comes growing and marketing your business
It feels like being a successful entrepreneur is only for people in a secret club with info that you don't have
You think you're behind where you "should be" at this stage in your business
No one ever taught you how to create a referral strategy that works for your business and your personality type
Referral Strategy List

If this sounds like you, it's time to become a Referable Business Advisor!


You are not attracting the types of clients you want to work with
Your growth isn't consistent or predictable and every month you're panicking about where your next client is coming from
You feel like you're building your business alone - spending hours in your office by yourself with no one to share ideas with and see what others think
You do a good job of following plans, but you don’t have one for yourself
You're ready for growth and don't know how to make it happen

We designed the The Referable Business Advisor to give you a step-by-step roadmap so that you can ...

Stop spending all of your time working in your business and actually move the needle

Have a system to predictably bring in referrals every single month

Build your reputation and attract more clients that want to work with you

Implement a strategy that’s not dependent on any specific tech platform

Know that you're not alone and you have a community of coaches and professionals to collaborate, connect and support you

We give you the exact system to build a referral-driven advisory firm – rooted in your strengths and built for sustainable growth:

Referral Strategy List
Immediate access to The Referable Advisor Playbook – a proven framework to attract better clients, generate consistent referrals, and position yourself and your firm for long-term value (valued at $2,000+)
Authentic Positioning & Visibility Training – learn how to stand out in your niche and earn trust without "playing the algorithm" or sounding like everyone else
Hybrid coaching model – includes direct coaching support from Apoorv and peer discussions with other growth-minded advisors
6 months of facilitated peer networking – collaborate with professionals who are serious about building referable, reputation-first businesses (not just chasing leads)
Step-by-step referral system templates – practical, easy-to-implement scripts, tools, and processes to help you generate new business from your existing network
Custom referral campaign plans – tiered outreach strategies that build awareness, credibility, and momentum in your market (works for services, events, or thought leadership)
Hands-on feedback – get direct guidance on your messaging, positioning, and outreach plans so you can confidently execute without second guessing
1-on-1 support – refine what you say, how you say it, and when to say it for maximum impact with ideal prospects
Build your own strategy for growth – overcome imposter syndrome, get out of "random acts of marketing," and stay focused on building a reputation-driven practice

Do you ever feel like you're working hard but not growing? You deliver results, spend time networking and trying to connect online, but it's going nowhere? You’re not alone. 

Accounting and advisory practices grow primarily through referrals, yet very few have a formal strategy to consistently drive growth through referrals. Without a clear system, opportunities are missed, and businesses plateau.

With "The Referable Business Advisor," you will:

Be Remembered

Shift from forgettable to unforgettable with a clear focus and compelling value.

Be
Preferred  

Become the top choice for clients, business connections, and your team.

Be
Remarkable

Build a reputation that drives strategic partnerships and sustainable growth.

Attract Ideal Clients

Focus on bringing in the types of clients you truly want to serve, building your business around them.

Referrals aren’t just a bonus — they’re the lifeblood of thriving accounting and advisory practices. Without them, you risk plateauing, or worse, being replaced. The Referable Business Advisor program equips you with a repeatable system to stay ahead.

The 3-Phase, 9-Step Program:

Phase 1: Rememberable

Become Focused:

Clarify your niche and align your message.

Become Relevant:

Speak directly to the pain points of your audience.

Become Notable:

Cultivate a distinct personal and professional brand.

Phase 2: Preferable

Preferable to Business Connections

Develop valuable referral networks.

Preferable to Customers:

Build trust and loyalty that goes beyond transactions.

Preferable to Team Members:

Create a workplace culture that attracts top talent.

Phase 3: Remarkable

Valuable Strategic Partnerships:

Form collaborations that multiply your impact.

Venerable Reputation:

Become a respected authority in your industry.


Sustainable and Profitable Growth:

Secure the future of your practice.

"The Referable Business Advisor" is built on tried-and-true methods taught at leading consulting practices and refined through in-person workshops. These strategies have been proven to work for solopreneurs, partners in firms, and managers responsible for growing their book of business. Each step is actionable, easy to follow, and designed to deliver real results in your practice.

Testimonials

VP & General Manager, Digital Practice

...consummate marketing experts who can juggle fiscal and risk realities in a professional and analytical manner.

Digital Content Manager NATIONAL ACCOUNTING FIRM

In virtually every instance of asking for guidance, he was able to quickly analyze the best course of action...

What You Get:

By joining the waitlist, you will lock in:

One-time only, 50% discount for anyone on the waitlist. $0 upfront to secure your discount forever. 

Get bonus live coaching sessions with the program creator to ensure you are set up for success.

LIFETIME FREE ACCESS to  bonus resources like e-books, templates, worksheets, copy and paste templates, and much more.

Hi, I’m Apoorv Dwivedi

I’ve spent years helping accountants and advisors like you stand out in competitive markets. I led marketing, communications and business development teams at Big 4 firms, and now consult with Accounting Today Top 100 firms to help them grow their businesses strategically.

I’ve worked with thousands of CPAs, accountants, bookkeepers, tax specialists, mortgage specialists, lenders, wealth advisors, and consultants to put together action plans to grow their books of business. I designed "The Referable Business Advisor" to simplify the path to becoming remarkable so you can build a thriving, referral-driven practice with ease.

GET STARTED TODAY

BUT, what if…

“I don’t have the time.”

This program is designed for busy professionals. The lessons are bite-sized, actionable, and can be implemented as you go.

“It doesn’t work?”

 We’re so confident in this program’s impact that we offer a 30-day money-back guarantee. If you don’t see measurable improvements in your referral process, we’ll refund your investment — no questions asked.

Imagine your calendar booked with ideal clients referred to you by others. Picture yourself becoming the go-to advisor in your network and enjoying the sustainable growth of your business. This isn’t just a dream — it’s your future.

Joining the waitlist today means:

Early access to the program -  at 50% off the full launch price.

Exclusive bonuses like free live coaching, e-books, templates, worksheets, and copy and paste templates. Over $2,000 in value.

Get support and live coaching along the way. We are 100% invested in your success.

Be One of the First to Transform Your Practice

Click below to join the waitlist and be notified the moment enrollment opens.

JOIN THE WAITLIST NOW

30-day money-back guarantee

Seats in the Beta Program will be limited to ensure a personalized experience for all participants. Don’t miss out on the opportunity to revolutionize your practice.

FAQs

DON'T WAIT TO BUILD A REMARKABLE PRACTICE

Referrals are the key to unlocking sustainable growth and long-term success. The Referable Business Advisor gives you the tools, strategies, and confidence to make it happen.

JOIN THE WAITLIST TODAY

Terms Of Use | Privacy Policy | Refund Policy | Contact Us
Copyright @ 2025 Referable Business Advisor. All Right Reserved.

Formal Earnings Disclaimer: Testimonials and case studies on this site reflect the real-life experiences of individuals who have taken courses from or worked with Fixyr Marketing. However, individual results will vary based on factors like personal effort, market conditions, and your ability to apply the strategies taught. There is no guarantee that you will achieve similar outcomes. Your success depends on many factors beyond our control, including your experience, skills, level of effort, and market conditions. Running a business carries risks, and your use of any information on this website is at your own risk. We make no guarantees of success or specific income levels, and no revenue or earnings information presented should be relied upon as a promise or guarantee of future results. By using this site and accessing our content, you acknowledge that we are not responsible for any decisions you make regarding the information presented.