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Accountant Resource Center

Tools for growing a successful bill payment and receivables practice

 

Essential Advice for Expanding Your Client Base

Chances are, you started your own firm so that you could run your own business on your own terms – not so you could spend your time searching for clients.

Yet acquiring clients is a vital component of a successful practice. A healthy clientele portfolio contributes to financial stability and funds the growth of your practice.

We interviewed some of our most successful practitioners to learn their secrets to success.  Some common themes emerged and we’ve distilled them down for you. This white paper addresses these strategic questions:

  • How can you achieve a balance between practicing and acquiring?
  • What essential steps can you take to maximize client acquisition efforts?

Download white paper (PDF)

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