And how far back in time would you consider someone a client?   

You don't discuss your investment properties or direct client wins.If you don't provide real-life examples of your success or your client's success, people will know you don't have the experience to help them.

Also, I agree with organic growth, we get some inbound leads and referrals and have a high conversation rate closing them, and they've been great clients so far.

Additionally, seek out testimonials or referrals from other real estate clients to gauge the CPA's expertise and reliability. 

If you're anything like me, customer service is the main draw for me when I am choosing any service provider.Look at websites, reviews and testimonials.

Quote from @Blake Lewis: @Heidi Thompson, I've worked at PadSplit for 4 years and would be happy to talk with you as well as connect you with some of my clients!

Ergo I do all the cooking and cleaning  LOL It doesn't hurt that your wife has a client (you) that gives her all his new builds to sell, lol. 

Law enforcement is now targeting third parties involved in “cooking the books” that “force by fraud” qualify clients for Covid-19 relief.

I have a spreadsheet I created for clients.

I also have lots of texts to back up my case that she represented the whale client as being a shared client.