Building practice

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  • #175756
    Anonymous
    Inactive

    So I’ve become partner. Part of the deal is I need to bring clients in. What techniques do you guys use to bring in business? I’ve gotten most of my business off referrals. Any tips?

Viewing 6 replies - 1 through 6 (of 6 total)
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  • #393108
    musicamor
    Member

    Just curious (not trying to start anything at all): You made partner of an accounting firm? How did you make such a roll without your CPA? I assume you oversee Tax and/or Audit in your roll as partner?

    I do not work in public accounting, but live CPE can be a good way to build your book of business.

    Texas CPA - licensed in 2012!!!

    #393109
    Noct
    Participant

    In my state it is illegal to have an unlicensed partner in an accounting firm.

    That aside, the best way I've found to drum up new business is to subscribe with the secretary of state. They will notify you monthly of all new companies formed/registered in your state.

    FAR - 79 - 07/2012
    AUD - 65, 78 - 11/2012
    BEC - 76 - 11/2012
    REG - 78 - 01/2013
    ETH - 98 - 01/2013

    Material: Wiley books

    #393110
    JUTTERB
    Participant

    This has got to be a troll post……….

    FAR - PASSED 11/2009 - EXPIRED, PASSED 11/2012
    REG - PASSED 1/2011 - EXPIRED, PASSED 11/2012
    AUD - PASSED 5/2011
    BEC - PASSED 11/2011
    ETHICS - PASSED 12/2012

    Licensed Colorado CPA

    #393111
    musicamor
    Member

    I do not believe this is a troll post. BlueFin has posted substantive information before.

    Texas CPA - licensed in 2012!!!

    #393112
    mla1169
    Participant

    No but I'll go on a limb and guess that Bluefin has a not so traditional/average employment situation. He/She has also mentioned being able to dissappear for weeks at a time in the summer without flack.

    I'm guessing its not the type of employment many other people are likely to find themselves in 🙂

    FAR- 77
    AUD -49, 71, 84
    REG -56,75!
    BEC -75

    Massachusetts CPA (non reporting) since 3/12.

    #393113
    Givemesleep
    Member

    Folks you can be a non equity partner without a cpa license, just saying

    Reg 11/15/2011 - 80
    Aud 02/28/2012 - 81
    Bec 05/31/2012 - 78
    Far 08/31/2012 - 83 Do you believe in Miracles, YES !!!

    CPA License received 10/2012 !!
    CFE License received 04/2013 !!
    EA License received

    Givemesleep

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