How Accountants Get New Clients

Angry young woman, blowing steam coming out of earsWith client retention the top issue for firms, we go looking for the “secret sauce” for landing new business.
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By Rick Telberg
CPA Trendlines

If you want some real answers for how to avoid losing clients, just start asking CPAs how they’ve managed to pick up new clients.

That’s exactly what we’ve been doing lately. Some of the answers are startling. All of them are instructional. Most of the time, accountants can blame the CPA that their new clients were abandoned. READ MORE →