Turn Tax Season Relationships into Year-Round Referral Revenue
Profitable Connections introduces South Florida CPAs and accountants to attorneys, financial advisors, and business owners who need your expertise — through facilitated introductions, not random mixers.
Find an Event Near YouYour Ideal Referral Partners Are Already in the Room
You see every client's financial picture at least once a year. The professionals in this room serve those same clients in different capacities — and they need a CPA they can trust. Here is who you will meet.
Attorneys
Estate planning attorneys, business attorneys, and tax attorneys all need a CPA they can refer to and collaborate with. When an attorney structures a trust, sells a business, or navigates a tax controversy, they need your expertise on the financial side.
Financial Advisors
Financial advisors and wealth managers work with clients who need tax planning, retirement account optimization, and business entity structuring. A strong CPA-advisor relationship means consistent two-way referrals throughout the year.
Business Owners
Business owners in this room are scaling, selling, or restructuring — and they need a CPA who understands more than just compliance. They need advisory services, and they are looking for a trusted professional to provide them.
Why This Matters for CPAs
As a CPA, you see every client's complete financial picture at least once a year. You know which clients need estate planning, which businesses are ripe for sale, which individuals have outgrown their financial advisor, and which entrepreneurs need better entity structuring. That annual touchpoint gives you more insight into your clients' needs than almost any other professional in their life.
The smart CPAs do not just file the return and move on. They build referral relationships that turn that annual insight into ongoing deal flow — estate planning referrals to attorneys, financial planning handoffs to wealth managers, and advisory engagements with business owners who need more than compliance. These relationships generate revenue for you through reciprocal referrals, advisory fee opportunities, and client retention.
Profitable Connections places you in a room with attorneys who need a CPA to collaborate with, financial advisors who need a CPA to refer to, and business owners who need a CPA who can do more than just taxes. Every introduction is facilitated. Every conversation has a purpose. And the relationships you build here generate business in every quarter — not just during tax season.
What CPAs Are Saying
"Leah hosts a monthly networking group, Profitable Connections. It's a professional group of people in a classy environment. The quality of the people I've met has been great."
★★★★★ Google Review
"The networking event was fantastic! I always meet someone new and interesting at these get-togethers. Leah is a consummate hostess; she and her team create a warm and inviting atmosphere for everyone attending. I especially like that they are structured so everyone can make a personal connection. You leave with new friends instead of a pocket full of business cards!"
★★★★★ Google Review
Free Guide: 10 Tips for Profitable Networking
Proven strategies to build meaningful connections, generate referrals, and grow your accounting practice. Whether you attend our events or not, these tips will change how you network.
Get the Free GuideFrequently Asked Questions
Is this relevant outside of tax season?
Absolutely. While tax season is when you see every client's financial picture, the referral relationships you build here generate business year-round — advisory engagements, business sale consulting, estate planning referrals, and financial planning handoffs happen in every quarter.
Do bookkeepers attend?
Yes. Bookkeepers, enrolled agents, and accounting professionals at all levels attend Profitable Connections events. The referral partnerships that form here benefit anyone who serves business owners and high-net-worth individuals.
What size firms attend?
Everything from solo practitioners to partners at mid-size regional firms. The format works regardless of firm size because the referral opportunities — connecting with attorneys, financial advisors, and business owners — are universally valuable.
Join Our Community
Stay connected between events. Join our WhatsApp and Facebook groups to share referrals, ask questions, and build relationships with South Florida professionals.
Business Professionals
For all business owners, executives, and professionals looking to build referral partnerships across South Florida.
Attorneys
Exclusively for attorneys building cross-practice referral partnerships with other legal and financial professionals.
Stop Leaving Revenue on the Table After Every Tax Return
The attorneys, financial advisors, and business owners who need your expertise are in the room. Build the referral relationships that generate revenue in every quarter.
Find an Event Near You