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New Business?

Find out everything you need to know to win new business and increase your existing ones on this page.

From coffee meetings to LinkedIn, running your own webinar, getting referrals, networking online and in person. Marketing and business development can’t be neglected if you’re serious about growing your accountancy practice.

Check out our articles and free resources to download below on how to find time for business development, even when you’re flat out with your existing clients.

ARTICLES TO HELP YOU WIN MORE BUSINESS FOR YOUR ACCOUNTING FIRM  

The Red Black Blue model framework showing how to grow an accounting firm by prioritising strategic blue work.How to grow an accounting firm: Breaking the feast-or-famine cycle for good

You’re either buried in client work with no time to win new business, or you’re staring at an empty pipeline wondering where the next client is coming from. Sound familiar? This article explains why that swing isn’t a time management problem, and it isn’t a sign that you’re bad at business development. It’s what happens when winning work is the first thing you drop the moment things get busy. This article breaks down the Work In/Work On Trap that stalls most firms between £150k and £500k turnover, the Red/Black/Blue time audit that shows you exactly where your hours are going (and where they should be going), and the daily, weekly and quarterly routines that keep new business ticking over whether you feel like doing it or not. Reading this will help you systemise your business development (so that it doesn’t depend on you remembering to do it). Click here to read

How to differentiate your accounting firm: 3 proven ways to stand out

A bird's nest with eight white eggs and one shiny gold egg in the centre, placed on a light wooden surface.Your website says you’re proactive, you speak their language, and you’re not the “average accountant.” The problem? So does every other firm’s. When prospects can’t see a difference between you and the practice down the road, they compare the only thing left: price. That’s how you end up with tyre kickers, hagglers, and a conversion rate that makes you wince. This article shows you the three changes that make your firm the obvious choice. Picking a niche that’s specific enough to actually market, writing messaging that creates an emotional connection instead of listing services, and putting a pricing signpost on your website so price-sensitive leads filter themselves out before they ever reach your diary. Reading this will help you overcome the two fears that stop most accountants from niching: alienating the clients you already have, and winning fewer leads. (Spoiler alert: neither of these are true). Click here to read

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Beyond the website: SEO for accounting firms in 2026

Example of a high-converting QuickBooks directory listing for an accounting firm using targeted outcome-based language.You’ve got a website, a LinkedIn profile, and there’s even a Google My Business profile you set up three years ago (but haven’t touched since). So why are price-shoppers filling your inbox while the clients you actually want go to your competitors? There is a reason: the way people look for an accountant has changed. AI tools now handle the “What is Corporation Tax?” type questions, which takes the browsers off your hands, but the buyers who are ready to buy? They are still on Google searching “accountant near me” more than ever. This article covers the three places those high-intent buyers go looking for you and exactly what to fix in each one. Reading this will show you how to get more qualified enquiries every month, along with a this-week, this-month, this-quarter action plan you can start on today. Click here to read

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From “I’ll think about it” to “Where do I sign?”: The sales process for accounting firms that actually works

Diagram showing the distance between an accounting lead's current pain and their future business goals.

This article gives you the four-stage sales process we teach our Accountants Growth Club members. Qualifying leads with the DUFF framework so you stop writing proposals for people who were never going to buy; a velvet rope filter that ends free consultancy for anyone who rings; the As-Is versus To-Be questioning that makes your fee feel like an investment rather than a cost; and a follow-up system built on small acts of commitment instead of chasing. If you want to increase your sales (without becoming the pushy salesperson you’ve spent your career avoiding), this one is for you. One of our members used the As-Is/To-Be approach on what looked like a £10k enquiry and came away with £23k. Click here to read

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Unlock hidden revenue: How to grow your accounting firm through referrals and upsells

2 business professionals shaking hands in an office after they have agreed to increase accounting firm's feesYou’ve just finished a brilliant piece of work; the client is delighted. So you sit back, hands behind your head, and wait for the referrals that surely must follow. The result? Nothing. Again. Research from BNI found that while 98% of accountants rely on word of mouth, only 3% have any system for making it happen, and it’s that 3% who are getting high-quality referrals month after month. This article gives you the SERVICE framework for turning your existing network into a predictable source of introductions, along with the three mistakes that kill most referral conversations (including the well-meaning “Who do you know?” that dumps all the mental effort onto your client). You’ll learn how to build a Power Team of four to six introducers, how to ask for advice rather than business, and how to upsell your existing clients without a hint of the hard sell. Click here to read

How to get your team to see business development as their responsibility too

A group of eight people stand in a circle, looking down at a mobile phone placed on the floor in the centre on a white background.If you’re the only person in your firm who can bring in work, your growth is capped by your own diary. You get busy with client work…marketing stops…no marketing means no leads…and round you go again. We call it the Technician’s Ceiling, and it’s a big part of why firms stall between £150k and £500k. (Not to mention, it also takes a serious dent out of what your practice is worth when you come to sell it). So what can you do about it? This article busts the belief that stops most owners from even trying: “my team won’t do sales.” And it reveals the truth that we often tell our Accountants Growth Club members: it’s because you have trained them that they don’t have to. When you reframe business development as helping clients to buy and break it down into our Create It, Convert It and Cultivate It process, you can hand each stage to the people whose natural strengths fit it, whether that’s technical content, research, relationship nurturing or qualifying enquiries, while the high-stakes closing stays with you. Reading this article, you’ll learn the delegation framework, what to write into job descriptions, the leading indicators worth measuring, and how Sian built a £1.5m practice without writing a single word of her own marketing. Click here to read

The 90-day recovery: How to replace lost revenue fast without cutting your fees

A man sits at a desk in an office, looking at a laptop displaying a Revenue Recovery Plan: 10 Days with coloured charts and graphs. He takes notes, with coffee, papers, and office shelves visible in the background.Your biggest client has just given notice. Maybe they’ve been acquired, maybe they found someone cheaper, maybe you finally had to let them go. Either way, you’re now looking at a hole in your revenue and a very loud, panicky voice in your head is telling you to slash your prices and take on anyone who’ll have you. Our advice? Don’t. This article explains what’s actually happening in your brain when a big client walks, why panic-discounting costs you far more than the fees it wins back, and the three numbers you need in front of you before you make a single decision. Then it walks you through the 90-day plan we give members: the week-one calls and portfolio analysis that typically uncover £5k to £20k hiding in your existing client base (one member added £18k of recurring advisory fees within a month of doing this), the network reactivation that costs you nothing but a few phone calls, and the pipeline building in weeks five to twelve that stops you ever being this exposed again. Click here to read

 

Resources to help you win more of the right clients

An iPad displays text: 50+ tried and tested ideas for posts to boost the visibility and reach of your small accountancy firm on LinkedIn, helping you learn how to grow your accountancy business. The Accountants Growth Club logo is at the top.

Linkedin 50+ content ideas

Is your firm losing out on leads from LinkedIn?

Use our 50+ ideas for great content to share on LinkedIn to make sure your firm generates regular leads to high quality clients via LinkedIn.

A smartphone screen shows an Accountants’ Growth Club LinkedIn self-assessment checklist, guiding users on how to grow an accountancy firm, with scoring columns and a green website link at the bottom.

Linkedin self-assessment

Stop your firm losing out on leads from LinkedIn!

Use our LinkedIn Self Assessment to pinpoint exactly what your firm needs to change in order to switch on a flood of high quality leads via LinkedIn.

A tablet displays a cover titled LinkedIn standard email templates by The Accountants' Growth Club, featuring a woman looking up at floating headshots—ideal for those wanting to scale your accountancy practice and grow your accountancy firm.

Linkedin conversation starters

Stuck for what to say on LinkedIn?

Use our cut and paste conversation starters to speed up the process of turning prospects into connections and then clients via LinkedIn

A laptop displays the title The Accountants' Growth Club Full Workbook: Marketing Plan, featuring tips from a leading business coach for accountants and a green footer with accountantsgrowthclub.co.uk.

Marketing Plan

Need to create your firm’s marketing plan but not sure where to start?

Download our free guide to creating a marketing plan. The guide includes a template to help even the most reluctant business developer to win business for their practice.

A smartphone screen displays a flowchart titled Lead to new client workflow from The Accountants Growth Club, outlining steps for processing new leads—ideal for those seeking how to grow accountancy firm success through effective lead management.

Sales process flow chart

Losing leads? Struggling to convert hot prospects? Or wasting time on tyrekickers going nowhere?

Download our free SALES PROCESS MAP to make sure you never waste time on a tyre kicker and never leave business on the table.

A laptop displays a screen with the title The Accountants' Growth Club Full Workbook: Content Plan and the website accountantsgrowthclub.co.uk, offering insights on how to grow accountancy firm success.

Content plan template

Is your firm’s content marketing haphazard? Non-existent? Losing your firm leads?

Use the exact same template we use with our members to help them plan their marketing content, to make sure your firm is sharing the right content at the right time via the right channel.

An iPhone displays a website page titled The Definitive Accountants Website Checklist from Accountants Growth Club, featuring tips on how to grow accountancy firm, a laptop image, and the website URL at the bottom.

Website checklist

Is your firm’s website losing you business?

Download our FREE 100+ point website checklist to comprehensively evaluate how you need to change your website to switch on a regular supply of high quality leads.

Tablet displaying a cover image for Client Persona Template by Accountants Growth Club, featuring five diverse professionals—ideal for those seeking an accountancy business coach or tips on how to grow accountancy business—standing together and smiling.

Client persona template

Struggling to attract the right type of clients?

Download our free client persona template. Use this template to focus all of your marketing and communications to attract the right type of clients and new business.

An iPhone displays a green screen with white text: Get back in touch with old prospects. Script. Header reads Accountants Growth Club—a resource for anyone seeking an accountancy business coach or advice on how to grow accountancy firm success.

Script to warm up old prospects

Need to warm up some old prospects?

Use the exact same script our members use to get in touch with old prospects and turn them into clients of the firm…

What our members say about us

Are you struggling to win new business?

TAKE OUR FREE ASSESSMENT TO PINPOINT EXACTLY WHAT YOUR NEED TO CHANGE TO RESTART THE GROWTH OF YOUR FIRM.

Answer the questions and we’ll send you a personalised report to show you the areas you need to focus on to grow and scale your practice – the low stress way. Our assessment has been tried and tested by 100s of owners of small accountancy, fractional FD, bookkeeping and tax firms.

In the assessment you’ll look at the 11 key areas that will make or break the growth of your firm.

3 of those areas are focused on helping you unlock a stream of new business wins:

  • Being known for something
  • Account management
  • Business Development Habit

This is an in-depth and thorough assessment… so pop the kettle on, grab a hot drink before you get started.

Yes, it’s a little intense… but isn’t anything worth doing, worth doing properly? And if the answers were easy to find, you’d have found them already!

This Assessment has been designed to show small accountancy/bookkeeping/tax/Portfolio FD firm owners who want to grow and scale their practice their blind spots and provide instant, actionable steps on how to improve.

  • It takes 15-20 minutes
  • It’s completely free
  • Receive customised results instantly

What the club can help you with

Click on the individual images below for curated articles, free resources and inspiration
to help you with your specific challenge to grow and scale your firm. inspiration to help you
with your specific challenge to grow your firm.