Client acquisition

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.

While it initially garnered attention for its creative applications in content and image generation, the true potential of generative AI lies in its ability to unlock new ways of thinking in the business world.

Having a large number of positive reviews can often make the difference between winning new clients or not.

The median growth rate hit 9.1% in net revenue in fiscal year 2022, according to a new survey, over double the 4.2% growth rate of fiscal year 2020.

A March acquisition continued to yield dividends for the Cleveland-based Top 50 Firm; Deloitte and CohnReznick also saw big gains.

Plus, Boast AI unveils universal data ingestion feature; and other news and updates from the accounting technology arena.

The Cleveland-based Top 50 Firm netted 10 new clients thanks to a recent acquisition.

Retention, pricing; the cost of losing incentives; AI as biz advisor; and other highlights from our favorite tax bloggers.

Brian Hall, author of "Your Website Sucks," discusses how accounting firms can optimize their websites to generate leads.

Once you know the difference, you can reap the rewards.

Even with economic uncertainty in our near-term future, all forecasts still look pretty good for CPA firms.

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

The Top 25 Firm's major merger with Friedman once again brought it a host of new engagements.

What clients want to know is not how much we know or how much experience we have, but how well we will do for them.

Learning how to connect with other professionals is an essential skill for accountants.

The Top 25 Firm's major merger with Friedman brought it a host of new engagements.