Client acquisition

A to-do list for firms and accountants looking to make progress in the New Year.

Is your firm agile enough for today’s super competitive environment?

You may bring 10 years of accounting experience from a great firm, but that doesn’t mean you’ll have a full roster of clients on day one.

All of your employees can boost your bottom line, says Angie Grissom of the Rainmaker Companies -- they just need to know how.

After all, you’re not selling soap. Or are you?

Traditional approaches to marketing and lead generation are becoming less and less effective for accountants. Build trust first.

Communicate and carry yourself in a manner that boosts perception with clients and stakeholders.