# Jamie Herman

Jamie Herman is an accountant who works on tax planning and accounting services. Jamie also shares practical lessons on building an accounting practice and developing referral relationships.

- Profile: https://b2binfluencer.marketing/creators/jamie-herman/
- LinkedIn: https://www.linkedin.com/in/jamie-herman-bas-mtax-cpa-ca-29048329
- LinkedIn followers: 7,167
- Based on 9 dated posts, latest 2026-10-07

## Summary

Jamie Herman is useful for providing thought leadership on building accounting practices and developing professional referral relationships.

- Best for: Boutique accounting or tax advisory firms seeking content on practice building and professional growth.
- Not for: Consumer tax-filing apps or brands targeting individual do-it-yourself filers.
- Check first: Confirm audience demographics and engagement on practice-building posts before committing budget.

### Takeaways

- Giving unpaid tax-planning presentations can generate significant recurring work.
- Referral relationships should depend on professional fit rather than immediate return.
- Mentorship is key to growing a practice by developing people.

## Main ideas

- **Teach first; useful relationships can follow**: Accountants can build a practice by sharing expertise with people who already serve potential clients, Herman argues. Teaching offers more than visibility: it builds presentation skills and gives others a reason to trust and refer you.
- **A referral should depend on fit, not a promised return**: Herman resists treating referrals as an automatic exchange. A referral is worth considering when it suits the client and the professionals have a reason to trust each other; an upfront demand for reciprocal referrals establishes neither.
- **Grow a practice by developing people, not just adding capacity**: Herman’s hiring post presents growth as close, hands-on development. The role is for one experienced accountant interested in more complex tax planning and compilations; business-development interest is welcome but not required. Mentorship and technical growth matter more than making every hire a salesperson.

## Work to read

- [Presenting to bookkeepers to build a tax practice](https://www.linkedin.com/posts/jamie-herman-bas-mtax-cpa-ca-29048329_when-i-started-developing-accounting-business-activity-7480229504695623680-5g__)
- [A referral meeting that shows why fit matters](https://www.linkedin.com/posts/jamie-herman-bas-mtax-cpa-ca-29048329_advisor-my-name-is-x-and-i-work-at-x-thank-activity-7428039883459592192-2Hk2)
- [Hiring one person to shape a holistic advisor](https://www.linkedin.com/posts/jamie-herman-bas-mtax-cpa-ca-29048329_thank-you-everyone-for-your-support-i-once-activity-7511953177164853248-5ymq)

## Brand relationships

- **IPBC (later renamed CPB)** (mention)
- **TaxNetPro** (mention)
- **TaxFind** (mention)

## Partnerships

The posts here contain no published sponsorship policy, partnership program, rate card, media kit or inquiry route for Jamie Herman. They describe building an accounting and tax practice: presenting on tax planning to bookkeeping groups, developing referral relationships and hiring one experienced staff member. These posts show how they work with other professionals, but offer no commercial collaboration or pricing. A brand considering a thought-leadership or referral-partner content series would need to ask directly about availability, formats and rates.

## Alternatives

- Aileen Martinez: Aileen Martinez is the stronger choice when the focus is the business of running a bookkeeping or accounting firm rather than tax work itself: pricing so you stop over-delivering, what goes in the contract and what to say when a client asks for something outside it, the back-end systems a small firm runs on, and how clients were won and are still won. The material is already framed as teaching for bookkeepers who are good at the work but underpaid and have nobody to learn from, which lines up with a series aimed at firm owners and senior staff. Aileen Martinez also brings a tested teaching format — a six-week live course with weekly teaching plus Q&A, templates and the SOPs the team works from — so a commissioned series can reuse a structure that has already been run and refined.
- Renée S.: Renée S. is a better pick for content aimed at small-business owners choosing and managing a bookkeeper, rather than tax professionals building a firm. The material answers buyer questions directly: what monthly bookkeeping includes, when the close will be completed, what reports a client receives, how questions and missing information are handled, how confidential records are protected, how the bookkeeper works with the client’s CPA, and who performs and reviews the work. It also tackles software costs in practical terms: whether a business is paying for QuickBooks features it does not use, and how FreshBooks, Zoho Books and Wave compare on number of entities, bank and credit-card connections, reconciliation and reporting needs, payroll and 1099 requirements, accountant access, and how easily historical data can move. That makes it a natural fit for referral-partner content a firm could hand to its small-business clients.
- David Safeer: David Safeer is the better alternative for a campaign about cash flow and advisory work with business owners rather than practice-building for tax professionals. The posts lay out a defined framework—five pillars of cash flow mastery, with mindset first—and argue that owners who avoid their numbers are overwhelmed by scattered systems rather than indifferent. That offers a usable angle for advisory and fractional-CFO content. One post tells a client story about a line of credit: weeks of lender document requests, a $15,000 credit line approved in fifteen minutes through QuickBooks and funded two days later, followed by the more important conversation about which borrowing source should cover payroll and which should be kept for bills with nowhere else to go. Safeer also has a visible sponsored-content example: one post is marked as a paid partnership with BILL, and another promotes a cash-flow strategy library of 240+ strategies offered as a pilot at no charge.

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AI-assisted summary of public posts. Audience demographics are not available. Engagement appears only where we checked recent posts. Method: https://b2binfluencer.marketing/methodology/