Client acquisition

If firms aren’t proactive, it’s all too easy to drive away clients and lose business (text version).

If firms aren’t proactive, it’s all too easy to drive away clients and lose business.

Firms operate based on myths while enduring realities such as slow growth, low profitability, client losses and employee losses.

With a few notable exceptions, the last three months of the year were slow for auditors attempting to land new Securities and Exchange Commission engagements.

In your stacks of business cards there could be a potential goldmine of business opportunities you may have overlooked.

Acquiring high-quality clients can prove difficult -- which may help explain why so many firms are willing to serve clients that don't provide much value.

Accountants who want to grow revenue by adding new services should look to the cookie for a few lessons, according to Katie Tolin, a member of the Association for Accounting Marketing’s Hall of Fame and founder of CPA Growth Guides.