Tips for Buying or Selling a Practice Archives - New Clients, Inc. The leader in client acquisition and practice sales for accountants since 1987. Wed, 11 Dec 2024 18:32:06 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 Selling an Accounting Practice? Don’t Use a General Business Broker https://www.newclientsinc.com/selling-an-accounting-practice-dont-use-a-general-business-broker/ Wed, 22 Mar 2023 01:58:06 +0000 https://www.newclientsinc.com/?p=2129 If you’re considering selling your accounting practice, you may be tempted to go with a general business broker. After all, […]

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]]> Dealing with Tax Season Stress: 10 Tips for the Stressed Accountant https://www.newclientsinc.com/dealing-with-tax-season-stress-10-tips-for-the-stressed-accountant/ Fri, 17 Feb 2023 22:26:32 +0000 https://www.newclientsinc.com/?p=2091 Tax season can be a stressful time for everyone, but it can be especially difficult for accountants. While most people […]

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]]> How to Develop an Accounting Plan for Success: Six Key Steps https://www.newclientsinc.com/how-to-develop-an-accounting-plan-for-success-six-key-steps/ Tue, 10 Jan 2023 18:28:13 +0000 https://www.newclientsinc.com/?p=2028 If you are an accountant with your own firm, you know that running a successful accounting practice is no easy […]

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]]> What to Consider When Buying an Accounting Practice https://www.newclientsinc.com/what-to-consider-when-buying-an-accounting-practice/ Tue, 20 Dec 2022 14:30:49 +0000 https://www.newclientsinc.com/?p=2021 Whether you’re looking to expand your current business or to enter the accounting industry, purchasing an accounting firm can save […]

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]]> How to Value an Accounting Practice: What Is Your Firm Worth? https://www.newclientsinc.com/how-to-value-an-accounting-practice-what-is-your-firm-worth/ Fri, 04 Nov 2022 16:35:23 +0000 https://www.newclientsinc.com/?p=1988 If you’re thinking about selling your accounting practice, the first question you probably have in mind is “What is my […]

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]]> How to Market an Accounting Firm in the Digital Age https://www.newclientsinc.com/how-to-market-an-accounting-firm-in-the-digital-age/ Mon, 31 Oct 2022 16:15:30 +0000 https://www.newclientsinc.com/?p=1973 In the digital age, accounting firms need to employ a variety of digital marketing techniques in order to reach their […]

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]]> Retaining Your Clientele Through an Accounting Practice Sale https://www.newclientsinc.com/retaining-your-clientele-through-an-accounting-practice-sale/ Fri, 16 Sep 2022 00:39:50 +0000 https://www.newclientsinc.com/?p=1942 Too much change too soon can be scary for clients. The most important thing is to keep your clients in […]

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]]> Financing the Sale of Your Accounting Practice https://www.newclientsinc.com/financing-the-sale-of-your-accounting-practice/ Wed, 24 Aug 2022 19:51:38 +0000 https://www.newclientsinc.com/?p=1923 Many CPAs who have tried to sell their accounting firm encounter difficulties with buyers being unable to obtain loan approval. […]

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]]> Selling an Accounting Practice – 5 Things to Consider https://www.newclientsinc.com/selling-an-accounting-practice-5-things-to-consider/ Wed, 13 Jul 2022 16:16:06 +0000 https://www.newclientsinc.com/?p=1854 Are you thinking of selling your accounting practice? If so, there are a few things you need to consider. The […]

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]]> Key Drivers for Offshoring in the Service Industry https://www.newclientsinc.com/key-drivers-for-offshoring-in-the-service-industry/ Thu, 15 Jun 2017 19:49:08 +0000 https://beta.newclientsinc.com/?p=256 Services represent a diverse group of economic activities and involve a human value add in terms of management, advisory, training […]

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]]> Key Drivers for Offshoring in the Service Industry https://www.newclientsinc.com/2017-6-5-key-drivers-for-offshoring-in-the-service-industry/ Tue, 06 Jun 2017 01:24:18 +0000 https://beta.newclientsinc.com/2017-6-5-key-drivers-for-offshoring-in-the-service-industry/ Services represent a diverse group of economic activities and involve a human value add in terms of management, advisory, training […]

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]]> Comparing Time Billing and Value Billing, Value Billing Wins https://www.newclientsinc.com/2017-5-17-comparing-time-billing-and-value-billing-value-billing-wins/ Wed, 24 May 2017 20:13:29 +0000 https://beta.newclientsinc.com/2017-5-17-comparing-time-billing-and-value-billing-value-billing-wins/ Many times I have provided services that I believed had significant value to the client, but the client complained about […]

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]]> The Language of Accountability https://www.newclientsinc.com/2017-5-17-the-language-of-accountability/ Wed, 24 May 2017 20:12:24 +0000 https://beta.newclientsinc.com/2017-5-17-the-language-of-accountability/ How do we know if our expectations are clear?  Many times a request is made of a team member that […]

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]]> Is This The Last Dance For You? https://www.newclientsinc.com/is-this-the-last-dance-for-you/ Wed, 24 May 2017 19:54:38 +0000 https://beta.newclientsinc.com/?p=265 I borrowed that line from the famous song by Michael Buble, and while listening to it I thought of all […]

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]]> The Language of Accountability https://www.newclientsinc.com/the-language-of-accountability/ Wed, 24 May 2017 19:54:22 +0000 https://beta.newclientsinc.com/?p=262 How do we know if our expectations are clear? Many times a request is made of a team member that […]

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]]> Comparing Time Billing and Value Billing, Value Billing Wins https://www.newclientsinc.com/comparing-time-billing-and-value-billing-value-billing-wins/ Wed, 24 May 2017 19:50:07 +0000 https://beta.newclientsinc.com/?p=259 Many times I have provided services that I believed had significant value to the client, but the client complained about […]

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]]> Cost-Effective Medical Billing Resources for Accounting Professionals https://www.newclientsinc.com/cost-effective-medical-billing-resources-for-accounting-professionals/ Mon, 24 Apr 2017 21:08:21 +0000 https://beta.newclientsinc.com/?p=268 SSK Solutions Inc. based in Redmond, WA is a full service HIPAA compliant medical billing, bookkeeping and accounting company. They […]

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]]> Cost-Effective Medical Billing Resources for Accounting Professionals https://www.newclientsinc.com/2017-4-24-cost-effective-medical-billing-resources-for-accounting-professionals/ Mon, 24 Apr 2017 20:33:27 +0000 https://beta.newclientsinc.com/2017-4-24-cost-effective-medical-billing-resources-for-accounting-professionals/ SSK Solutions Inc. based in Redmond, WA is a full service HIPAA compliant medical billing, bookkeeping and accounting company. They have […]

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]]> The Online Academy is Here!! https://www.newclientsinc.com/2017-4-21-the-online-academy-is-here/ Sat, 22 Apr 2017 00:14:25 +0000 https://beta.newclientsinc.com/2017-4-21-the-online-academy-is-here/ DIGITIAL MARKETING – Is your firm positioned to take full advantage of the new frontier for client acquisition?  There are […]

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]]> Tax Season Discounts About to Expire https://www.newclientsinc.com/2017-4-21-tax-season-discounts-about-to-expire/ Fri, 21 Apr 2017 23:41:44 +0000 https://beta.newclientsinc.com/2017-4-21-tax-season-discounts-about-to-expire/ We still have a few dates left in May that qualify for $4,000 savings off the Client Acquisition Program.  This […]

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]]> Tax Season Discounts About to Expire https://www.newclientsinc.com/tax-season-discounts-about-to-expire/ Fri, 21 Apr 2017 21:26:57 +0000 https://beta.newclientsinc.com/?p=274 We still have a few dates left in May that qualify for $4,000 savings off the Client Acquisition Program. This […]

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]]> The Online Academy is Here!! https://www.newclientsinc.com/the-online-academy-is-here/ Fri, 21 Apr 2017 21:22:39 +0000 https://beta.newclientsinc.com/?p=271 DIGITIAL MARKETING – Is your firm positioned to take full advantage of the new frontier for client acquisition? There are […]

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]]> Join us in Las Vegas, July 19th & 20th https://www.newclientsinc.com/2017-4-20-join-us-in-las-vegas-july-19th-20th/ Thu, 20 Apr 2017 23:55:36 +0000 https://beta.newclientsinc.com/2017-4-20-join-us-in-las-vegas-july-19th-20th/ Join us for our Practice Development Seminar to be held on July 19th and 20th at the Hampton Inn Tropicana […]

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]]> Join us in Las Vegas, July 19th & 20th https://www.newclientsinc.com/join-us-in-las-vegas-july-19th-20th/ Thu, 20 Apr 2017 21:31:14 +0000 https://beta.newclientsinc.com/?p=277 Join us for our Practice Development Seminar to be held on July 19th and 20th at the Hampton Inn Tropicana […]

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]]> A 1.7 Million Dollar Payoff for Entrepreneurial CPA https://www.newclientsinc.com/2017-3-31-a-27-year-business-relationship-forged-by-trust-and-performance/ Fri, 07 Apr 2017 00:59:50 +0000 https://beta.newclientsinc.com/2017-3-31-a-27-year-business-relationship-forged-by-trust-and-performance/ Twenty Seven years ago Chuck Foley was a CPA working as a corporate controller for Prudential Insurance Company. He was […]

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]]> The Four Questions You Must Always Ask Every Prospect https://www.newclientsinc.com/2017-3-31-the-four-questions-you-must-always-ask-every-prospect/ Fri, 07 Apr 2017 00:59:45 +0000 https://beta.newclientsinc.com/2017-3-31-the-four-questions-you-must-always-ask-every-prospect/ The Four Questions You Must Always Ask Every Prospect—and One Other You Need to Ask Right Now! Every prospect who […]

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]]> Will This Tax Season Be Your Last? https://www.newclientsinc.com/2017-3-31-will-this-tax-season-be-your-last/ Fri, 07 Apr 2017 00:59:41 +0000 https://beta.newclientsinc.com/2017-3-31-will-this-tax-season-be-your-last/ Have you been saying for years that this tax season will be your last? If so, maybe it is time […]

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]]> Set Smart Goals https://www.newclientsinc.com/2017-3-31-set-smart-goals/ Fri, 07 Apr 2017 00:59:34 +0000 https://beta.newclientsinc.com/2017-3-31-set-smart-goals/ Set Smart Goals Having a list of written goals with time lines for achievement are important.  But equally important are […]

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]]> Will This Tax Season Be Your Last? https://www.newclientsinc.com/will-this-tax-season-be-your-last/ Thu, 06 Apr 2017 21:36:55 +0000 https://beta.newclientsinc.com/?p=285 Have you been saying for years that this tax season will be your last? If so, maybe it is time […]

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]]> The Four Questions You Must Always Ask Every Prospect https://www.newclientsinc.com/the-four-questions-you-must-always-ask-every-prospect/ Thu, 06 Apr 2017 21:33:41 +0000 https://beta.newclientsinc.com/?p=282 The Four Questions You Must Always Ask Every Prospect—and One Other You Need to Ask Right Now! Every prospect who […]

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]]> Plan II Tax Season Discount & Financing Offer https://www.newclientsinc.com/2017-1-12-plan-ii-tax-season-discounts-financing-offer/ Fri, 13 Jan 2017 01:16:49 +0000 https://beta.newclientsinc.com/2017-1-12-plan-ii-tax-season-discounts-financing-offer/ If you want to grow your practice right now, you’re in luck! Place a deposit on a Client Acquisition Program […]

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]]> From Startup to $270,000 In Business After Only 18 Months! https://www.newclientsinc.com/from-startup-to-270000-in-business-after-only-18-months/ Thu, 12 Jan 2017 22:14:36 +0000 https://beta.newclientsinc.com/?p=288 This month’s success story interview is with Matt Jad, CPA based in Denver, CO. Matt started his practice in the […]

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]]> The Two Group Technique https://www.newclientsinc.com/2017-1-12-the-two-group-technique/ Thu, 12 Jan 2017 21:26:44 +0000 https://beta.newclientsinc.com/2017-1-12-the-two-group-technique/ A simple direct way to determine if the prospect has a compelling reason to buy is to define two groups […]

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]]> How to Get New Bookkeeping Clients During Tax Season https://www.newclientsinc.com/2017-1-12-how-to-get-new-bookkeeping-clients-during-tax-season/ Thu, 12 Jan 2017 20:35:35 +0000 https://beta.newclientsinc.com/2017-1-12-how-to-get-new-bookkeeping-clients-during-tax-season/ Probably the last thing on your mind during tax season is new client acquisition. If you’ve had to hire seasonal […]

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]]> Asking the Right Questions to Boost Your Business https://www.newclientsinc.com/2017-1-12-asking-the-right-questions-to-boost-your-business/ Thu, 12 Jan 2017 20:32:38 +0000 https://beta.newclientsinc.com/2017-1-12-asking-the-right-questions-to-boost-your-business/ The Importance of Building Trust During the Sales Process One of the most critical aspects of winning over potential clients […]

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]]> It’s That Time of the Year Again! https://www.newclientsinc.com/2017-1-12-its-that-time-of-the-year-again/ Thu, 12 Jan 2017 20:31:34 +0000 https://beta.newclientsinc.com/2017-1-12-its-that-time-of-the-year-again/ On January 1st, I did the same thing I’ve been doing on that date for the past 29 years. I […]

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]]> 2016 Holiday Sales – Success for Less! https://www.newclientsinc.com/2016-12-7-2016-holiday-sales-success-for-less/ Wed, 07 Dec 2016 21:35:10 +0000 https://beta.newclientsinc.com/2016-12-7-2016-holiday-sales-success-for-less/ It’s that time of year again! Christmas is right around the corner and NCI wants to help you celebrate. We’re […]

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]]> Great Tax Deduction for 2016 https://www.newclientsinc.com/2016-12-6-great-tax-deduction-for-2016/ Wed, 07 Dec 2016 01:19:20 +0000 https://beta.newclientsinc.com/2016-12-6-great-tax-deduction-for-2016/ If you’ve signed up to start or attend one of our guaranteed practice development programs in 2017 here’s great tax […]

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]]> Art of Accounting: Disparity in the Value of My Services https://www.newclientsinc.com/2016-12-6-art-of-accounting-disparity-in-the-value-of-my-services/ Tue, 06 Dec 2016 22:02:29 +0000 https://beta.newclientsinc.com/2016-12-6-art-of-accounting-disparity-in-the-value-of-my-services/ Many times I have provided services that I believed had significant value to the client, but the client complained about […]

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]]> The Tax Reform Act of 2017 https://www.newclientsinc.com/2016-12-6-the-tax-reform-act-of-2017/ Tue, 06 Dec 2016 22:00:23 +0000 https://beta.newclientsinc.com/2016-12-6-the-tax-reform-act-of-2017/ It’s not official yet, there is no 2017 reform act but I’m pretty sure once Donald Trump becomes the 45th […]

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]]> Why CPAs Love the New Year https://www.newclientsinc.com/2016-12-6-why-cpas-love-the-new-year/ Tue, 06 Dec 2016 21:46:02 +0000 https://beta.newclientsinc.com/2016-12-6-why-cpas-love-the-new-year/ Tax season is the busiest time of year for a CPA. While you may be tempted to pull your hair out […]

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]]> Cold Calling 101 https://www.newclientsinc.com/2016-12-6-cold-calling-101/ Tue, 06 Dec 2016 21:44:06 +0000 https://beta.newclientsinc.com/2016-12-6-cold-calling-101/ Let’s go ahead and get the basics out of the way. “Cold calling” is a crucial sales activity where you […]

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]]> Accountants are Behind This Curve by 10 Years—Jump Your Peers NOW! https://www.newclientsinc.com/2016-11-14-accountants-are-behind-this-curve-by-10-yearsjump-your-peers-now/ Mon, 14 Nov 2016 21:35:22 +0000 https://beta.newclientsinc.com/2016-11-14-accountants-are-behind-this-curve-by-10-yearsjump-your-peers-now/ A thick mist enshrines the circular machine. A hatch suddenly opens, breaking the perfect roundness of the vehicle, revealing the […]

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]]> Rohn: How to Deal With the Negative Influences in Your Life https://www.newclientsinc.com/2016-11-10-rohn-how-to-deal-with-the-negative-influences-in-your-life/ Fri, 11 Nov 2016 02:52:03 +0000 https://beta.newclientsinc.com/2016-11-10-rohn-how-to-deal-with-the-negative-influences-in-your-life/ Your associations should move you forward, not impede your progress. If you were to evaluate the major influences in your […]

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]]> Is Prospecting a High Enough Priority In Your Day? https://www.newclientsinc.com/2016-11-10-is-prospecting-a-high-enough-priority-in-your-day/ Fri, 11 Nov 2016 02:48:49 +0000 https://beta.newclientsinc.com/2016-11-10-is-prospecting-a-high-enough-priority-in-your-day/ It is never a crisis to make a sales call. No one ever gets a call saying “I was on […]

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]]> NCI’s New Two Day Practice Development Seminar https://www.newclientsinc.com/2016-11-10-ncis-new-2-day-practice-development-seminar/ Thu, 10 Nov 2016 23:31:37 +0000 https://beta.newclientsinc.com/2016-11-10-ncis-new-2-day-practice-development-seminar/ I’m pleased to announce our first two-day seminar will take place on January 14th and 15th in Orlando, Florida at […]

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]]> Coming Soon: NCI’s Online Academy https://www.newclientsinc.com/2016-11-10-coming-soon-ncis-online-academy/ Thu, 10 Nov 2016 23:20:59 +0000 https://beta.newclientsinc.com/2016-11-10-coming-soon-ncis-online-academy/ “NCI will become your ultimate coach when it comes to practice development and practice management via our new Online Academy […]

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]]> 26 Years of NCI and a Million Dollar Practice to Show for It https://www.newclientsinc.com/26-years-of-nci-and-a-million-dollar-practice-to-show-for-it/ Thu, 10 Nov 2016 22:45:52 +0000 https://beta.newclientsinc.com/?p=295 Jay Steer, CPA has been a student of NCI since he first attended our practice development seminar in 1990. Back […]

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]]> How to Sell Your Accounting Practice Like A Pro https://www.newclientsinc.com/2016-10-25-how-to-sell-your-accounting-practice-like-a-pro/ Tue, 25 Oct 2016 12:26:25 +0000 https://beta.newclientsinc.com/2016-10-25-how-to-sell-your-accounting-practice-like-a-pro/ There are several factors that might affect the selling price of an accountancy practice for sale. Examples include the location, […]

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]]> Three Kinds of E-mails to Engage Your Clients https://www.newclientsinc.com/2016-10-25-three-kinds-of-e-mails-to-engage-your-clients/ Tue, 25 Oct 2016 12:06:43 +0000 https://beta.newclientsinc.com/2016-10-25-three-kinds-of-e-mails-to-engage-your-clients/ Many accountants run into problems about what content to write to their email subscribers. When you run into this issue, […]

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]]> The Greatest Compliment We Receive: New and Returning Clients https://www.newclientsinc.com/the-greatest-compliment-we-receive/ Fri, 21 Oct 2016 22:15:59 +0000 https://beta.newclientsinc.com/the-greatest-compliment-we-receive/ October 21st I was a presenter at NCI’s October Practice Development Seminar held at the Philadelphia Airport Renaissance hotel. We […]

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]]> The Best Time to Grow Your Business is Right Now https://www.newclientsinc.com/2016-10-20-the-best-time-to-grow-your-business-is-right-now/ Thu, 20 Oct 2016 23:42:47 +0000 https://beta.newclientsinc.com/2016-10-20-the-best-time-to-grow-your-business-is-right-now/ This is it, the time to grow an accounting firm is right now. With the 4th quarter underway and the […]

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]]> The Only 4 Acceptable Outcomes For Any Sales Call https://www.newclientsinc.com/2016-10-20-the-only-4-acceptable-outcomes-for-any-sales-call/ Thu, 20 Oct 2016 19:22:07 +0000 https://beta.newclientsinc.com/2016-10-20-the-only-4-acceptable-outcomes-for-any-sales-call/ Eliminate wasted time and increase sales by recognizing that letting prospects “think it over” is not an option.  There are […]

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]]> Rohn: Why You Should Keep a Journal https://www.newclientsinc.com/2016-10-20-rohn-why-you-should-keep-a-journal/ Thu, 20 Oct 2016 19:20:11 +0000 https://beta.newclientsinc.com/2016-10-20-rohn-why-you-should-keep-a-journal/ Be a student of your own life, your own future, your own destiny. May 15, 2016 If you’re serious about […]

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]]> How to Handle Prospects Who Want to Wait Until January to Get Started https://www.newclientsinc.com/2016-9-28-how-to-handle-prospects-who-want-to-wait-until-january-to-get-started/ Wed, 28 Sep 2016 23:27:11 +0000 https://beta.newclientsinc.com/2016-9-28-how-to-handle-prospects-who-want-to-wait-until-january-to-get-started/ Here’s a strategy I’ve used late in the year for those “let’s wait until January” people. I’ve used this effectively […]

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]]> Time Management for Salespeople https://www.newclientsinc.com/2016-9-28-time-management-for-salespeople/ Wed, 28 Sep 2016 23:24:49 +0000 https://beta.newclientsinc.com/2016-9-28-time-management-for-salespeople/ The best time management tip for sales people is to qualify prospects more effectively. Let’s say a salesperson has ten […]

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]]> Do You Have An Exit Strategy? https://www.newclientsinc.com/exit-strategy/ Wed, 28 Sep 2016 23:22:08 +0000 https://beta.newclientsinc.com/exit-strategy/ ARE YOU ASKING ANY OF THE FOLLOWING QUESTIONS AS YOU CONTEMPLATE SELLING YOUR ACCOUNTING PRACTICE? Will I find the right […]

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