Client acquisition

Building a strong growth strategy isn't about the 'ideal' client, but the ones who fit best with your firm.

Canopy announced the availability of its new Smart Intake solution, to automate client intake and onboarding, fully embedded in Canopy's unified platform.

A major merger between two billion-dollar firms put CBIZ at the top of the list for new Securities and Exchange Commission Engagements.

Now is an excellent time to expand your horizons and target millennials and Generation Z.

The Public Company Accounting Oversight Board gave reminders for auditors who audit smaller public companies in its latest staff publication.

Kelli Parks of Calmwaters Cloud Accounting said client discovery and onboarding can be simplified with automated processes that don't need significant tech investments.

Bringing in new clients is rapidly becoming a team sport at accounting firms.

The collapse of BF Borgers in May 2024 unleashed a flood of new clients.

The 10 firms with the most public company audit clients accounted for 65% of the total market, down from 70% in 2023.

New clients may seem easy to come by now, but that won't always be the case.