Attracting the right clients

August 19, 2020

Focusing your efforts on the right clients will make it easier to anticipate, plan for and help them find solutions to their issues, one financial expert says.

Aspiring to meet the needs of every potential client tends to put CPAs on an unsustainable path to creating a business, the expert says. Instead, he suggests trying to be everything to a small, select group of clients.

These four tips may help your firm attract the right clients.

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