Fourteen Ways to Get the Right Clients

You should be selective. Here’s how.

By August Aquila
MAX: Maximize Productivity, Profitability and Client Retention

Marketing should be about mainly getting the right clients for your firm – clients who will help you achieve your financial and strategic goals.

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It’s often been said, “no profits, no firm.” Firms can attract the right clients through a combination of strategic marketing, networking, reputation building and providing excellent service. Here are some steps and strategies that can help a CPA firm attract the right clients.