Business Strategies

Effective Sales Strategies for CPAs: Converting Prospects into Clients

As a Certified Public Accountant (CPA), you possess the technical knowledge and expertise to assist businesses and individuals with their financial needs. However, in today's competitive marketplace, more than possessing technical skills is needed to grow your client base. To succeed, CPAs must also master effective sales strategies to convert prospects into paying clients. In this article, I will explore critical techniques I had to learn to enhance my sales efforts and achieve my business goals, and I hope they help you reach yours!

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Think Outside the Tax Box provides tax reduction strategies along with practical implementation advice in order to reduce your clients’ federal tax bill with ease.

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CURRENT EDITION

Summertime Marketing in Your Tax & Accounting Firm

Timalyn Bowens, EA

Tax season is prosperous, summer is dry until extension season. Do you find yourself in that cycle? Clients are “easy” to get during tax season when taxes are top of mind. Then the direct deposits go dry by June, and you are looking for what’s next. Stop the search, you don’t have to add another service. You need better marketing to highlight the service that you offer and specialize in. This will allow you to have a predictable client pipeline. You can do tax preparation, planning, and or representation all year long.

Observations on the House-Passed OBBB

Annette Nellen, CPA, CGMA, Esq.

This article focuses on the OBBB from the House offering a variety of observations to help understand the range of changes, relevance to compliance and planning, process considerations and some unexpected provisions. While the final OBBB will not include all of the House provisions or will modify some of them, there are lessons to learn to understand the tax legislation process and results now and in the future.

Client Retention as a Prospecting Strategy: Turning Current Clients into Referral Sources

Marie Torossian, CPA

In the competitive accounting world, where trust and reliability are paramount, client retention is not just a success metric—it’s a vital strategy for sustainable growth. For Certified Public Accountants (CPAs), accountants, and bookkeepers, maintaining a solid relationship with existing clients can unlock new business opportunities, turning satisfied clients into powerful referral sources.