Busy Season Timing

Referral Asks During Big Four Busy Season

From January to April, your contact is billing 60-hour weeks and your message is competing with 200 unread emails. Here is how to ask so it still gets through and still gets answered.

See who can refer you in - pick a the Big Four target:

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A plain LinkedIn search buries the people who would actually help you.

It ranks by prominence, so the most-followed, most-messaged names sit on top. FindWarmIntros surfaces the coworkers who share your school or a past employer - the people most likely to reply - and hands you a ready-to-send intro.

Example - what you’ll see
in
Someone who works at your target company
🎓 Same university as you  ·  💼 Shared past employer
🔥 Strongest
in
A recruiter at your target company
🎓 Same university as you
🎓 Alumni

✍️ Ready-to-send intro“Hi - we both studied at [your school]. I’d love to hear about your path to a company you are targeting before I apply…”

… plus everyone else in your network who can put in a good word.

Short answer: Send your ask on a weekend morning or after the April or October deadline passes, never at 9am on a weekday when they are opening their inbox to client work. Keep it to three sentences: the thing you share, the specific role and req number, and a one-line note that a yes is just a name typed into their referral portal. Attach your resume so they never have to ask for it. The goal is an ask they can clear in under a minute between engagements.

Pick the window, not just the day

Busy season is not one block. Audit peaks run January through early April for calendar-year-end clients and spike again in the fall for off-cycle filers. Tax peaks at the April and October deadlines. The week after a major deadline is the single best time to reach someone: the pressure has lifted but the engagement is still fresh in their mind, so a warm reply costs them nothing.

If you cannot wait, aim for a Saturday or Sunday morning. Weekend messages sit at the top of the inbox on Monday instead of being buried under client emails that arrived overnight. Avoid Monday 9am and the final three days before any filing deadline entirely.

Word it so a yes takes 30 seconds

A busy-season auditor will not write a referral essay for you. Your job is to make saying yes mechanical. Give them everything the internal portal needs so the entire action is pasting your name and clicking submit.

  • Open with what you share. One line naming the school, the prior firm, or the practice group you have in common, so they place you before they decide whether to care.
  • Name the exact req. Paste the role title and requisition number. Making them search the careers site for the posting is the step that gets your message set aside until a deadline that never comes.
  • State the one-minute cost. Say plainly that a referral is just your name entered in their system and that you have attached your resume so there is nothing to chase.
  • Give a graceful out. Add that if they are slammed, a yes next week is completely fine. Removing the guilt makes a slammed person more likely to reply, not less.

Find the right person before you spend the one shot

During busy season you realistically get one clean ask per contact, so it has to go to someone who actually overlaps with you and sits close enough to the role to refer. Guessing from LinkedIn search wastes that shot on people who left the firm or work in the wrong practice.

FindWarmIntros is a free tool that scans a target Big Four firm for the people who share your school or a past employer, ranks them by how real the connection is, and drafts the short intro for you. It does the finding-and-ranking part so you can spend your attention on timing the send and tailoring the three sentences that matter.

Frequently Asked Questions

Should I apologize for reaching out during busy season?
No. A single sentence acknowledging they are slammed and offering a later reply is enough. A long apology just adds reading time to a message you want them to clear fast.
How long should I wait before following up?
Wait until after the next deadline, usually two to three weeks, not two or three days. Following up mid-peak reads as pressure. A short note after the April or October crunch, referencing your first message, lands far better.
Is it better to ask over LinkedIn or email?
Use whichever channel you share a real connection on. If you went to the same school or worked at the same firm, a LinkedIn message naming that is fine. Keep it the same three sentences regardless of channel.
What if I do not know anyone at the firm yet?
Then your first move is finding the overlap, not cold-applying. Look for people who share your school or a past employer, since they have a reason to help. A warm referral beats a cold application even in the busiest weeks.

Keep going

Find your warm intro →
Find your warm intro →