Today's Features
MARKETING & SALES

Six Techniques for Acquiring New Clients

man displaying emails on computer screen

Don’t be afraid of giving too much information away.

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

A good marketing program never stops marketing the firm. You must always think about acquiring new clients to replace lost ones and to improve the quality of your client base. It’s a fact of life that some clients will move, go out of business, merge or even leave us for another firm.

MORE by August J. Aquila
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Let’s look at some basic client acquisition activities that should be part of your marketing plan. You may be asking yourself, “Which ones work?” They all do. The secret of business development is to constantly be in the marketplace because you never know when a prospect is ready to buy from you or to move from their existing accounting firm.
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MANAGEMENT

Shirt Logos, Surveys and Bears, Oh My

Marketing encompasses many things.

By Ed Mendlowitz
Call Me Before You Do Anything: The Art of Accounting

I like to wear shirts with my firm’s logo. We have an arrangement with Land’s End where we can order what we want from their catalog and have the Withum logo applied. It is a very easy process.

MORE by Ed Mendlowitz
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When I had my own firm we let staff freely choose what they wanted from the Land’s End catalog, and we ordered it for them. It shows pride in the firm, is a walking billboard advertising your firm, and presents an appearance of a “together” firm. READ MORE →

GROWTH STRATEGIES

Sarah Petrone: Responsible Growth Starts with People | MOVE Like This

“We’re growing in a way that is strategic, and that we’re preparing our people to meet the demands of that growth.”

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 Build a 7-figure firm in just 4 hours a week!

MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines Research

In this episode of MOVE Like This, Bonnie Ruszczyk sits down with Sarah Petrone, chief human resources officer at Clark Nuber, for a conversation about responsible growth, leadership pipelines, belonging, and what it truly means to build a firm where people want to stay for the long haul.

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With more than 20 years in human resources across eight industries, Petrone joined Clark Nuber after leading HR in a startup environment, intentionally seeking a stable yet innovative professional services firm. What she found was an organization that understands a fundamental truth of accounting: in professional services, people are the product. That reality shapes everything from growth strategy to succession planning. READ MORE →

CLIENT SERVICE OPPORTUNITIES

Joe Pine: Navigating the New Transformation Economy | Holistic Guide

From Experiences to Transformations: The Future of Value Creation.

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With Rory Henry
The Holistic Guide to Wealth Management

True Advisor: Buy now | Learn more

When advisors talk about differentiating themselves from the pack, the conversation often centers on providing better service models, improved technology, or more personalized experiences.

But according to Fortune 500 management advisor Joe Pine, those levers are no longer enough. The real opportunity lies one level deeper: helping clients change.

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Cofounder of Strategic Horizons LLP, Pine is the co-author of The Experience Economy and author of the newly released The Transformation Economy. He argues that the U.S. economy has continued its long arc first from commodities, then to goods, services and experiences, and now to transformations. In this next transformation phase, the customer is no longer buying a product, activity or even a memorable event. They are investing in who they want to become. READ MORE →

BUSY SEASON MANAGEMENT

CPA Firms Show Signs of Profit Weakness, Even as Fees Strengthen

The Numbers Explain Why 2026 Feels So Difficult.

Revenue expectations held through the season, while profit expectations declined sharply, creating today’s widening margin gap. (CPA Trendlines Busy Season Barometer 2026)

By CPA Trendlines

Across every major metric, CPA Trendlines is finding the same pattern: Firms are doing more work and generating more revenue — but keeping less of it.

MORE Busy Season Barometer

The dynamic was unearthed in gory detail by the Busy Season Barometer. fron-inr \isteb=ning  from The Busy Season Barometer. The numbers through tax season didn’t break all at once. Instead, they had been drifting apart. READ MORE →