CPA trendlines and AA

Getting New Clients: Exclusive Survey Results

An eBook by Sandi Leyva, CPA

Instant Download

eBook Description:

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.

Sandi Smith Leyva

Author: Sandi Leyva, CPA

Sandi Leyva, CPA, is the founder and owner of Accountant’s Accelerator. She has helped thousands of accounting and tax professionals get more business through her digital marketing agency and her marketing training courses. 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 2020, was awarded one of the Most Powerful Women in Accounting by CPA Practice Advisor, and won a 2013 Stevie Award for “Maverick of the Year.” She has served on numerous AICPA committees, including Technology and Strategic Planning.

Sandi has authored 31 books, hundreds of CPE courses, and over 1,500 articles for clients such as Microsoft, Intuit, and the American Institute for CPAs. Prior to starting her business in 1993, Sandi served time in two Fortune 500 companies.

Sandi earned an MBA, holds a CPA in Texas and California, and earned an MS in neuroscience. Getting New Clients: Exclusive Survey Results is Sandi’s 31st book.


Instant Download

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

Getting New Clients: Exclusive Survey Results

103 pages
Published February 2020
By Sandi Leyva, CPA

Published By:

Instant Download