Getting New Clients: Exculsive Survey Results

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How do CPA firms and bookkeeping businesses acquire new clients? Accountant’s Accelerator and CPA Trendlines conducted the New Clients Survey in 2019 to find out. With 512 firms responding, the results are presented in this fast-reading ebook.

You’ll get answers to these questions and many more you might not know to ask:

  1. What are the top five opportunities in accounting marketing?
  2. Are tax clients brought in using different methods than accounting clients? (The answer is yes.)
  3. What can new firms learn from older firms?
  4. What are the large firms doing to acquire clients that the small firms are not?
  5. How much are firms spending on average to acquire one new client?
  6. What content is needed to attract tax and accounting clients?
  7. Do firms outsource their marketing or do it inhouse?
  8. What’s the most popular social media platform?
  9. What kind of a revenue increase are firms getting from new client revenue?
  10. How satisfied are accountants with their marketing results?

You’ll also get tips on how to increase conversions (from prospect to client) for each of the sources listed in the survey.

Getting New Clients: Exculsive Survey Results

By Sandi Leyva, CPA
103 pages
Published February 2020

About the Author Sandi Leyva, CPA

Sandi Leyva, CPA, is the founder and owner of Sandra L. Leyva, Inc. She has helped thousands of accounting and tax professionals get more business through her marketing strategies, web site and copywriting formulas, and millionaire mindset. More than 100,000 people have read her books and articles, used her training and coaching tools, or heard her speak at conferences.

Sandi was named one of the Top 25 Thought Leaders for 2019 and one of the Most Powerful Women in Accounting by CPA Practice Advisor. She won a 2013 Stevie Award for “Maverick of the Year,” and her work has been noted by Forbes, CBS News, PBS, Dallas Morning News, San Jose Mercury News, Accounting Today, Journal of Accountancy, Today’s CPA, and The Practical Accountant. She is a regular contributor to CPA Trendlines.

Sandi earned an MBA, holds a CPA in Texas and California, and earned an MS in neuroscience. She is an avid traveler and has visited 100 countries, including a backpacking trip alone around the world. Her volunteer work in Kenya, Russia, and Nepal earned her an AWSCPA Public Service Award and a Baird Community Service Award. In her spare time, she enjoys gardening, hiking, and spending time with family.

Table of Contents

Executive Brief
Revenue from New Clients
Sources of New Clients
Sources of New Tax Clients
Sources of New Accounting//Bookkeeping Clients
Sources Defined
Social Media
Client Acquisition Cost
Satisfaction Levels
Results of Firms Three Years Old or Less
Results of Firms Older than Three Years
Results by Firm Size: Sole Proprietors
Results by Firm Size: Firms with 2-10 Persons
Results by Firm Size: Firms with 11-50 Persons
Results by Firm Size: Firms with More than 50 Persons
Appendix A: Methodology

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