Client acquisition

Even with economic uncertainty in our near-term future, all forecasts still look pretty good for CPA firms.

Overall new client additions — and departures — continue to rise, thanks to M&A.

The Top 25 Firm's major merger with Friedman once again brought it a host of new engagements.

What clients want to know is not how much we know or how much experience we have, but how well we will do for them.

Learning how to connect with other professionals is an essential skill for accountants.

The Top 25 Firm's major merger with Friedman brought it a host of new engagements.

New clients and next season's fees; CP504's 'real' meaning; cropping out; and other highlights from our favorite tax bloggers.

The merger between BKD and DHG put their combined firm at the top of the roster.

Draft of the new 1040; the rich get caught, too; how to speak accounting; and other highlights from our favorite tax bloggers.

The group can be a highly effective way to build your business and raise your stature as a thought leader and trusted advisor.

The best referral sources are existing clients, unless they aren't pleased.

Many professional service firms don't realize that many referrals come from people who aren't paying clients.

Don’t make it hard for people to do business with you.

Overall new client additions – and departures – are up from 2020.

With activity up, a number of firms brought on large numbers of new clients, but netted far fewer.

When it comes to finding and retaining clients, which matters more: your people or your firm's reputation?

It’s imperative that business development and marketing come together to find ways to support their common goal.

Highly successful firms employed tools that helped them gain useful market knowledge to make more informed decisions that enable their marketing programs to be more effective.

Mastering a new language can bring more success to your firm.

CPA firms should look at their client base as if it were a bell curve.