6 Simple Steps to Impress a Prospect

Ed Mendlowitz CPA The Practice Doctor Q and AHow to walk in with head start.

By Ed Mendlowitz
The CPA Trendlines Practice Doctor

QUESTION: How do you make a presentation to get a new client when you do not know everything you should about the client’s business?

RESPONSE: No one can know everything about everything. Smaller firms have a harder time but they can reach out to others in their firm, or even partners in similar firms who have the knowledge to assist in the proposal, or friends in larger firms.

Here are six simple steps to learn as much as you can about a prospect and their industry.