Client acquisition

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.

It all starts with the client onboarding process.

A merger put Assurance Dimensions in the lead, while Marcum LLP led among large firms.

The virtual curriculum aims to introduce younger staff to the skills and ideas they need to bring in new business.

Marketing in the profession is undergoing a revolution, fundamentally changing how firms promote themselves and develop new business.