bonus: templates you can use today.
by hitendra patil
client accounting services: the definitive success guide
to expand and grow your client accounting services practice, you need a steady stream of new prospects. while referrals have been accountants’ #1 source of getting new clients, this method gives no predictability and control to accountants on which types of prospects come in their doors. you need the ability to attract cas-fit clients continuously. hence, your lead generation process needs to be adjusted accordingly.
more: how to market cas to existing clients | five methods to show your firm’s marketable value | how to set your firm’s cas pricing | craft an engagement letter for cas success | six ways that cas processes are different | the tech stack you need for cas | finding profits in cas
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the accounting profession’s largest cas survey revealed that along with the firm’s website, “proactively seek referrals” is the top marketing method for firms to get new cas clients. how do you proactively seek referrals without waiting for them?
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