Referrals

Firms wanting to maximize client referrals from AI bots need a robust online presence, plus content optimized for AI readability such as bulleted lists.

While word of mouth, digital marketing and professional networks are still the main ways accounting firms promote themselves, an entirely new path has emerged.

Learn how to get more referrals from existing clients who are truly happy about their relationship with you.

Referrals remain a key way to find clients, particularly as more and more practitioners are retiring.

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

Don't underestimate the power of saying 'Thank you.'

The best referral sources are existing clients, unless they aren't pleased.

What CPAs can learn from a toy company.

Don’t underestimate the value of your long-time clients with simpler tax returns.

These 12 tasks can help you focus on some of the most crucial aspects of building your accounting firm over the coming year.