We explore some of the best ways to attract the right kind of clients who will be a mutual fit to your niche accounting firm.
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When your firm is ready to grow and increase your clientele, it's important to remember that not every prospective client is well suited for your firm. Take a step back and consider what type of client will be a mutual fit for your firm's niche services and future offerings. Narrowing in on your advisory focus and fine tuning your onboarding process can help you identify the ideal client among your specific target market.
Industry expert and content creator, Jason Blumer, CPA and CEO of Thriveal and Blumer CPAs notes the importance of creating a client onboarding process that narrows down those who are a good fit for your firm and weeds out those who are not in his ebook, Client Management Strategies for Accounting Firms. Jason talks about being intentional about which clients you onboard into your firm. Read more in his ebook or listen in to his webinar on the same topic to learn about his approach.
There are a variety of ways to determine your niche. It can be based on your personal interests, location, work specializations, target industry, or ideal age group. We will explore a few ideas to get you started in establishing your niche.
An accounting industry niche allows your firm to focus on the most effective ways to attract clients for your specific services and offerings. Many prospective clients are likely to choose accountants by word of mouth referrals, and being visible across local industry associations and events is a great way to foster this type of growth.
Choosing clients that are a good mutual fit for your firm is a critical component of client management strategies and the onboarding process. If you want more ways to identify the right clients for your growing firm, check out this blog on best practices for finding new clients.
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