Client acquisition

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.

Writing something that people would want to read is essential to establishing yourself as an expert, publicizing your practice, sharing what you know and your experience, and learning more about your topic.

While some are scouting for prospects, others are still recovering.

The market in new audit engagements is picking up after dropping in the second half of last year.

While retailers and consumer-oriented commercial businesses embraced online marketing years ago, accounting practices have been slow to adopt digital marketing strategies.

In today’s digital world, you can’t make an impact — or remain relevant — if your audience can’t find you.

Currently in beta, the app uses AI to create personalized engagement subscription plans for prospective and existing clients.

A major merger puts the firm in the lead at the end of a difficult year.

Practitioners share how they're changing the ways they reach out to clients and prospects.

A major merger with another Top 100 Firm put it far in the lead.

Accounting firms need to leverage their pipelines and sales professionals for success.

Often the hardest part about developing a new habit is just getting started.

The world of accounting can be a harsh environment. How do you stand out in a crowded field?

To get more business, accountants need to invest more in the time they spend face to face with prospective clients.