Client acquisition

Are you using a flawed approach to market your accounting firm?

There is a revolution underway in major accounting firms, at least for the ones who take up the challenge to meet the shifts occurring beneath their feet.

When it comes to promoting new services, firms want to start by being subtle.

If you’re like most people, once your firm’s website was in place, you went about your business without giving it another thought outside of telling prospective clients to “check out our site.”

Revenue segmentation is a powerful tool for accounting firms.

Tax reform and other issues have created a flood of unwelcome prospects.

Accountants need a strategy to make them stand out from their competitors.

Follow these four steps for getting the most out of firm-hosted happenings.

Each and every day, small businesses compete directly against large firms and succeed.

This simple checklist will reward you throughout the year.

This business development tactic not only delivers, it dazzles, according to Gale Crosley.

Two firms dominate an otherwise slow quarter for new engagements.

Getting the word out (and the clients in) during filing season remains the holy grail for preparers.

Satisfaction isn't enough to keep your clients coming back.

Improve the odds of successfully starting up a new accounting practice from scratch and avoid the school of hard knocks.

A to-do list for firms and accountants looking to make progress in the New Year.

Is your firm agile enough for today’s super competitive environment?

You may bring 10 years of accounting experience from a great firm, but that doesn’t mean you’ll have a full roster of clients on day one.