Client acquisition

As firms grow, they need to move their sales pipeline from inside their head into a more formal process, says Sarah Dobek of Inovautus Consulting.

The unexpected demise of an audit firm proved to be a boon for many small auditors.

Market disruption is creating significant opportunity for accounting firms.

Now is a great time to look at three important operations within your firm: sales, onboarding and service.

The Big Four firm netted the most new SEC audit clients in the first quarter, followed closely by Deloitte.

Some remote partners act as a beachhead in new markets, allowing access to clients far beyond a firm's local geography.

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

GreenGrowth CPAs dominated the league tables in the last quarter of 2024, adding 30 new clients through two acquisitions.

You may have plenty of work, but is it the right kind of work?

The Stuart Woods novel shows a way to negotiate fees with prospective clients.