About us
### Beyond Numbers: Business Referral Network For Accountants, Lawyers, Bookkeepers, Financial Planners, Finance Brokers & Insurance Brokers
### You're great at what you do. So why is finding quality referral partners still this hard?
Accountants, lawyers, bookkeepers, financial planners, finance brokers, and insurance brokers naturally refer business to each other more than almost any other industry combination. The referral pathways already exist. The client needs are already there. What hasn't existed — until now — is a dedicated space for these professionals to build those relationships with intention.
Beyond Numbers is that space.
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This community was built around how your industry actually works.
Your bookkeeping clients reach a point where they need an accountant's expertise. Your accounting clients have capital to invest but you don't hold a financial planning licence. Your financial planning clients need a tax restructuring. Your finance broker's client just settled and needs insurance. Your insurance broker's business client needs a commercial lawyer.
These referral conversations are already happening in your industry every single day. Beyond Numbers brings the right people into one room so you can build the trusted relationships that make those conversations happen consistently — and with intention.
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Who you'll meet here:
- Accountants, CPAs, BAS agents & tax advisers in practice
- Bookkeepers running their own business
- Financial planners & advisers
- Finance & mortgage brokers (2+ years in business)
- Insurance brokers
- Commercial lawyers
Every attendee is curated. Every seat is complementary to yours.
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Your host:
Alexandra (Alex) Quinn is a CPA with 20+ years at PwC, PKF/BDO, Westpac and ANZ, an Amazon bestselling co-author with Brian Tracy, and creator of the Beyond Numbers Referral System — the only referral system that addresses both the psychology and strategy of building profitable partnerships in the finance industry.
She built Beyond Numbers because she lived the frustration herself. She knows your industry, your referral ecosystem, and exactly what it takes to grow a practice through trusted relationships.
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Spots are limited — and kept that way deliberately.
This isn't a room you fill. It's a room you curate. Each month we bring together a complementary mix of professionals so every conversation has the potential to become a referral partnership.
Secure your seat at the next event before it fills.
Upcoming events
1
Past events
59



