Business Development Clinic

Growing a small accounting firm isn’t just about doing great work. It’s about consistently attracting the right type of clients: those who value your expertise, pay well, and are a joy to work with. But for many small firm owners, business development feels like a constant struggle, balancing client work with business development. Particularly when you are low on time, everyone wants a piece of you, and you are unclear on what works and unsure how to stand out in a crowded marketplace.

This interactive session brings together accounting firm owners to work together to find answers to their business development challenges. It’s not about generic marketing tactics. Neither is it about hype or hope. It’s about small accounting firm owners sharing the challenges and helping each other find real solutions that can be implemented. It’s about what’s getting in the way right now and how to shift the way you think about and approach growth.

Date: 21 May

Time: 10am (UK Time)

Duration: 90 minutes (Virtual Session)

Key challenges we will explore:

Time and capacity constraints: How do you prioritise business development when you’re already maxed out with client work and team management?
How do you attract more high-quality clients rather than price-sensitive ones?
How can you convert more of your good leads without feeling ‘salesy’ or uncomfortable?
How can you get your marketing on autopilot so that good quality new business comes through the door without you having to make business development your day job?
How can you get your team involved in winning more work? Either from existing clients or new clients?
How can you stop being overly reliant on referrals and start winning high-quality work from your website or online presence?
How do you get prospects and clients wanting more than just the basic compliance services?

You’ll leave with insight into what’s really holding you back. And hear what’s working for others in the same boat. Expect practical discussion, honest reflection, and real-world ideas you can test straight away. You’ll experience what it is like to have the power and support of The Accountants’ Growth Club members behind you.

Who It’s For:

Owners of small accounting firms, for example, accountants, tax advisors, Portfolio FDs, outsourced finance departments and bookkeepers who are typically over £50k in turnover and ready to grow more sustainably, without sacrificing their time or sanity.

How to register:

Complete the Business Development Check Up – making sure to use the best email to contact you on. Afterwards our Relationship Manager Matt will review your results and contact you to register you for the session.