Dua & Co: Turning Referrals into Growth with RQ
Paul Dukes
Head of Business Development and Strategic Alliances
"RQ gives us the ability for anyone and everyone to introduce clients to a particular introducer, and for the business to get sight of this invaluable activity. It is very transparent and accessible." – Paul Dukes, Head of Business Development and Strategic Alliances at Dua & Co
We spoke with Paul Dukes, Head of Business Development and Strategic Alliances at Dua & Co, about how RQ is bringing structure, transparency, and confidence to the firm’s referral network. DUA works with a wide range of trusted partner firms, from accountants and brokers to international advisers.
Before RQ, referrals were scattered across spreadsheets, inboxes, and memory. Tracking, compliance, and agreements were time-consuming and relied on just a few key people. Now every introduction is trackable, compliant, and easy to manage. The team and clients have full confidence that every connection is handled professionally.
Features used
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Professional Network
Referral Engine
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Shared CRM
Tracking Referrals at Scale
Dua & Co is a firm of Chartered Accountants based in Hertfordshire and Mayfair.
Led by CEO Rakesh Dua, the firm supports SMEs with turnovers between £1 million and £25 million, as well as larger organisations.
Dua & Co offers full compliance services but focuses on strategic advice, helping clients grow, structure, and scale across healthcare, property, technology, and professional services.
Through the INAA Association, Dua & Co connects with trusted accountants in over 60 countries.
Paul Dukes explains:
“If a client came to us and said, ‘I want to set up in Holland, I need professional advice in that territory,’ then we could make an introduction to a bona fide accountant in Holland.”
These introductions build trust and deepen relationships.
When a coaching company expanded into Mexico, Dua & Co connected them with a local accountant for VAT advice, a small step that made a big impact.
“Customers were absolutely wowed. It becomes a deeper relationship, more of an advocate. What you want is people sitting around the dinner table with friends and family saying, ‘I have been introduced to an accountant in Mexico by my accountant.’”
Before RQ, Dua & Co managed referrals in spreadsheets and CRMs like HubSpot and Zoho. These tools focused on clients, not business partners.
Referrals and partner firm activity often sat outside these systems, making it hard to monitor engagement or measure results.
“The challenge was keeping a business contact CRM that was separate from our client base, and being able to monitor and filter individual contacts in terms of what we were doing business-wise,” says Paul.
Compliance tracking was also manual and slow. Agreements were scattered across people and systems, and visibility depended on Paul as the central contact.
Centralising Referrals and Compliance with RQ
RQ brought structure and visibility to Dua & Co’s referral process. The whole team can now make referrals, track activity, and view live data in one place.
“RQ gives us the opportunity for anyone and everyone to introduce clients, to get sight of activity for a particular introducer, all the insight and the data. It is very transparent and accessible,” Paul explains.
Compliance happens automatically. Every introduction captures disclosures and agreements, creating a secure audit trail for authorised users.
“This allows critical compliant information to be available easily and data for strategic decision-making to be shared across the teams… business development to professional staff supporting their clients.”
RQ also helped Dua & Co formalise commercial arrangements with partner firms and brokers, creating a new revenue stream to fund growth.
“It is not necessarily about putting money on the bottom line. It is about creating a broader fund for us to put back into marketing and advertising. By monetising some of these arrangements, it gives us additional revenue that we can use elsewhere,” Paul says.
Transparency, Empowerment, and Growth
Since adopting RQ, Dua & Co has integrated it fully into their daily workflow:
- 31 seamless referrals in just 6 months using RQ.
- 31 partner firm relationships
- 14 commercial agreements established
Dua & Co has transformed how it manages introductions. The team now has full visibility of every referral. Compliance is built in, and insights are available instantly.
The platform improved efficiency, empowered staff to act independently, and opened new revenue opportunities.
“RQ has given us transparency and accessibility brilliantly. The team can see activity, and we can track referrals in a way that was not possible previously.”
The firm now manages its referral network with confidence and sees measurable gains in collaboration, efficiency, and growth.
Unlocking More Potential
Dua & Co plans to use RQ’s upcoming manual revenue tracking feature to measure the value of every referral more clearly. It will help the firm link introductions directly to revenue impact.
“It gives us a real clear line of sight of the commercial arrangements we have, having sometimes difficult conversations or disengaging relationships to ensure partner quality. There is a multitude of opportunities that we can use RQ for, which will just make it so much more effective to manage,” Paul explains.
See What RQ Can Do for Your Firm
If you want results like Dua & Co, book a call with RQ. We’ll show you how to make referrals simple, compliant, and profitable.
Tracking Referrals at Scale
Dua & Co is a firm of Chartered Accountants based in Hertfordshire and Mayfair.
Led by CEO Rakesh Dua, the firm supports SMEs with turnovers between £1 million and £25 million, as well as larger organisations.
Dua & Co offers full compliance services but focuses on strategic advice, helping clients grow, structure, and scale across healthcare, property, technology, and professional services.
Through the INAA Association, Dua & Co connects with trusted accountants in over 60 countries.
Paul Dukes explains:
“If a client came to us and said, ‘I want to set up in Holland, I need professional advice in that territory,’ then we could make an introduction to a bona fide accountant in Holland.”
These introductions build trust and deepen relationships.
When a coaching company expanded into Mexico, Dua & Co connected them with a local accountant for VAT advice, a small step that made a big impact.
“Customers were absolutely wowed. It becomes a deeper relationship, more of an advocate. What you want is people sitting around the dinner table with friends and family saying, ‘I have been introduced to an accountant in Mexico by my accountant.’”
Before RQ, Dua & Co managed referrals in spreadsheets and CRMs like HubSpot and Zoho. These tools focused on clients, not business partners.
Referrals and partner firm activity often sat outside these systems, making it hard to monitor engagement or measure results.
“The challenge was keeping a business contact CRM that was separate from our client base, and being able to monitor and filter individual contacts in terms of what we were doing business-wise,” says Paul.
Compliance tracking was also manual and slow. Agreements were scattered across people and systems, and visibility depended on Paul as the central contact.
Centralising Referrals and Compliance with RQ
RQ brought structure and visibility to Dua & Co’s referral process. The whole team can now make referrals, track activity, and view live data in one place.
“RQ gives us the opportunity for anyone and everyone to introduce clients, to get sight of activity for a particular introducer, all the insight and the data. It is very transparent and accessible,” Paul explains.
Compliance happens automatically. Every introduction captures disclosures and agreements, creating a secure audit trail for authorised users.
“This allows critical compliant information to be available easily and data for strategic decision-making to be shared across the teams… business development to professional staff supporting their clients.”
RQ also helped Dua & Co formalise commercial arrangements with partner firms and brokers, creating a new revenue stream to fund growth.
“It is not necessarily about putting money on the bottom line. It is about creating a broader fund for us to put back into marketing and advertising. By monetising some of these arrangements, it gives us additional revenue that we can use elsewhere,” Paul says.
Transparency, Empowerment, and Growth
Since adopting RQ, Dua & Co has integrated it fully into their daily workflow:
- 31 seamless referrals in just 6 months using RQ.
- 31 partner firm relationships
- 14 commercial agreements established
Dua & Co has transformed how it manages introductions. The team now has full visibility of every referral. Compliance is built in, and insights are available instantly.
The platform improved efficiency, empowered staff to act independently, and opened new revenue opportunities.
“RQ has given us transparency and accessibility brilliantly. The team can see activity, and we can track referrals in a way that was not possible previously.”
The firm now manages its referral network with confidence and sees measurable gains in collaboration, efficiency, and growth.
Unlocking More Potential
Dua & Co plans to use RQ’s upcoming manual revenue tracking feature to measure the value of every referral more clearly. It will help the firm link introductions directly to revenue impact.
“It gives us a real clear line of sight of the commercial arrangements we have, having sometimes difficult conversations or disengaging relationships to ensure partner quality. There is a multitude of opportunities that we can use RQ for, which will just make it so much more effective to manage,” Paul explains.
See What RQ Can Do for Your Firm
If you want results like Dua & Co, book a call with RQ. We’ll show you how to make referrals simple, compliant, and profitable.
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