Client acquisition

Researching new business prospects before picking up the phone or sending an email will help you determine whether they are a good fit for your accounting firm’s services.

Firms need to adapt their business development efforts to the reality of the pandemic.

These unconventional times call for concentrating on one or two areas of specialization, and exploiting those to the max.

While conventional wisdom tells us that bigger is better, that’s plain and simple nonsense when it comes to midsized CPA firms and a convenient excuse for less than stellar growth by a firm’s partner group.

Intensively managing client relationships is more important than ever — and there are tools to help.

Your firm’s online presence has never been more critical to your success.

Having a well-polished digital presence is now a must-have. Learn more about the changing face of referrals and why you might be inadvertently repelling them.

Client accounting services could take your firm to the next level.

Accounting firms should apply these valuable tools to thrive through the pandemic.

The right communication strategy and strong deliverables are key.

The pandemic may rule out in-person business development, but that doesn’t mean you should stop reaching out.

Tamera Loerzel and Jennifer Wilson of ConvergenceCoaching return to look at external issues that the coronavirus pandemic has raised for accounting firms in terms of dealing with clients, revamping services offerings and more.

The changing times and an economy in constant flux are causing clients to shift expectations for their accounting firms.

Making the case for professional sales in today’s accounting marketplace.

EY and BF Borgers made good showings for the quarter.

Your clients don’t want to have to pick up the phone and wait four days for an answer.

It is important to develop a specialty, but it needs to be balanced with the needs of the practice and your interests.

Knowing what buyers need, where they do their research, and what influences their decisions are all key to a firm’s success.

Gale Crosley shares how Top 100 Firm Grassi & Co. wrote the book on reinvention.