Client acquisition

EY leads among the largest auditors in the first quarter of 2020.

Some firms may think now is not the time to be reaching out to new clients -- but they can't afford not to keep prospects moving through their pipeline, says business development consultant Art Kuesel.

You can still reach out to prospects even in the midst of the coronavirus pandemic.

Attracting new clients is vital for growth, but retention is even more important.

As with 2018, mergers made a major difference for many auditing firms – but not all.

Chuck McCabe of The Income Tax School explains the art of getting selected for a media story.

It’s a cultural issue, largely, but it doesn’t have to stay that way.

Tax season is the time of year when every other tax professional is focusing on completing returns for their clients, leaving the marketing field open and ready for you to dominate.

A slow quarter for the biggest firms saw lots of small gains for smaller auditors.

From blogging and social media to email marketing and prize drawings, preparers share how they lure in new clients.

Setting a growth goal is about much more than picking a percentage -- firms need to dive deeper to understand what it will really take to hit that goal, says Bob Lewis of The Visionary Group -- and they need to make sure they have people who can bring in the new business they need.

For years, accounting firms have relied on firm partners to use their personal and professional connections, charisma, and contacts to “make it rain” — to bring in new business and revenue that would enable the firm to grow and succeed.

Get working on it now, before the filing season rush begins.

A college student client may not initially provide a lot of income for the firm, but with the right guidance, there could be a big return on investment.

Tax pros share how they handle estimate-seekers and price shoppers.

Technologies like AI can help firms take their client onboarding to the next level.

Accountants also report relatively low churn among their client base.

Frequently we are asked to prepare a formal proposal. This is usually done when the client or prospect is considering multiple firms and the decision will either be made by a board of directors or when the person making the decision feels the need to tangibly back up their decision.

A handy checklist for figuring out which prospects will benefit most from client accounting services.

Withum’s managing partner and CEO sends a weekly Monday morning email and at least one new client email a week to everyone in our firm.