System and Method of Accounting / Tax Preparation Referrals
Application Number: 16139158
Founder of SASBA (Society of American Small Business Accountants) John Harrison is excited to announce that the technology featured in SASBA’s referral-building “Referral Marketing Plan” is patent-pending.
SASBA’s Patent Pending Referral Marketing Plan is a marketing strategy built by CPAs for CPAs, designed to assist them in acquiring new clients. In developing the program, Harrison took the tools and methods which allowed him to build 2 highly successful accounting practices and created technology to replicate and automate his process. CPAs striving for the same successes need not reinvent the wheel.
Now, CPAs have only to plug in to SASBA’s technology in order to build the practice they’ve dreamed of having. The technology has been filed as a patent pending with the United States Patent and Trademark Office (USPTO).
This patent application is a detailed legal document used by the USPTO Examiners to determine the uniqueness of SASBA’s technology and processes. The document succinctly explains SASBA’s technological solution to the CPA’s problem of generating referrals for their business. Furthermore, the document discloses a summary of the invention which outlines each of the steps inherent to SASBA’s unique technological referral-building process. SASBA’s Patent Attorney is assured there are no other existing patents with competing systems.
SASBA invites you to take a look at the document to see for yourself. Pertinent sections of the patent-pending application are listed below for your convenient navigation of the document.