From the Accounting Office Management & Administration Report via Texas Society of CPAs.
Attracting and retaining clients has taken on new importance for CPAs whose firms have taken a hit in the last few years.
“In this recession, CPAs have had some whoop-ass put on them, mostly because the number of clients is dissolving,” says Rick Telberg, president and chief executive of East Hampton, N.Y.-based Bay Street Group LLC, advisers in marketing, management, and strategy for the tax, accounting, and finance industries.
The biggest way to land new clients is through referrals, Telberg says, and these days it’s happening online. “What we’ve found is that the firms that are doing something—anything—are making progress,” he says.
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