Client acquisition

A merger with Denver-based Hein gave the West Coast giant 33 new clients.

Simple steps to spending all day with your favorite, most profitable clients—who happily refer you to their peers.

FrontDesk digitizes paper-based tasks such as updating client information or collecting signatures for engagement letters

Price is a one-dimensional sales pitch. Your firm is either the lowest priced or you’re not.

Or do you just want to carp about the one that got away?

Brand research can help you determine where you’re creating value and what’s most important to potential clients.

It is significantly more expensive to attract a new client to an accounting firm than to invest in client retention.

Clients buy something they need or solutions to problems, not hours. Here is a situation that has actually occurred in a client’s legal matter.

To be successful, a professional services firm needs to go where the money is.

What's the best way to evaluate the performance of your firm's employees?