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Results from Sageworks’ poll aren’t completely surprising, considering repeat valuations with the same client aren’t as common as repeat tax work is for, say, tax clients. Consider downloading a free checklist, Marketing Checklist: Maintain Or Grow Your Practice , of tips and techniques to grow your firm.
Referrals ? Marketing ? They may view successful technology integration solely as a way to assist the business rather than as a way propel it, according to recent research from Wolters Kluwer, CCH, a global information services and publishing company that works with tax and finance professionals. How about technology?
Another blog post, How to get referrals and grow your firm , stresses the importance of referrals with client acquisitions and provides advice for generating referrals from satisfied clients or others in your professional network. Since leaving public accounting, she has been an internal auditor, a tax preparer and a Controller.
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