Client acquisition

A major merger puts the firm in the lead at the end of a difficult year.

Practitioners share how they're changing the ways they reach out to clients and prospects.

A major merger with another Top 100 Firm put it far in the lead.

Accounting firms need to leverage their pipelines and sales professionals for success.

Often the hardest part about developing a new habit is just getting started.

The world of accounting can be a harsh environment. How do you stand out in a crowded field?

To get more business, accountants need to invest more in the time they spend face to face with prospective clients.

Researching new business prospects before picking up the phone or sending an email will help you determine whether they are a good fit for your accounting firm’s services.

Firms need to adapt their business development efforts to the reality of the pandemic.

These unconventional times call for concentrating on one or two areas of specialization, and exploiting those to the max.

While conventional wisdom tells us that bigger is better, that’s plain and simple nonsense when it comes to midsized CPA firms and a convenient excuse for less than stellar growth by a firm’s partner group.

Intensively managing client relationships is more important than ever — and there are tools to help.

Your firm’s online presence has never been more critical to your success.

Having a well-polished digital presence is now a must-have. Learn more about the changing face of referrals and why you might be inadvertently repelling them.

Client accounting services could take your firm to the next level.

Accounting firms should apply these valuable tools to thrive through the pandemic.

The right communication strategy and strong deliverables are key.

The pandemic may rule out in-person business development, but that doesn’t mean you should stop reaching out.

Tamera Loerzel and Jennifer Wilson of ConvergenceCoaching return to look at external issues that the coronavirus pandemic has raised for accounting firms in terms of dealing with clients, revamping services offerings and more.

The changing times and an economy in constant flux are causing clients to shift expectations for their accounting firms.