Client acquisition

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.