David Auer CPA knows that running a thriving CPA firm may seem like a difficult task. After all, you have to balance the needs of your clients, keep your staff happy, and stay profitable. On top of that, you need to continually attract new clients to your firm. If this is one of your most significant worries, you aren’t alone! In fact, according to the PCPS CPA Firm Top Issues survey, bringing new clients to their practice was one of the top five concerns of CPA firms everywhere, regardless of their size. Although attracting clients appears to be a major struggle, the following advice from David will help ensure that you can bring in clients with confidence.
What Sets You Apart?
David Auer CPA suggests that you focus on what sets your CPA firm apart from the rest. What makes your group unique? Think back to your previous clients. What did they most appreciate about the work you performed? If they mentioned something in particular that made you different, highlight that quality when talking with potential future customers. Don’t be afraid to spend time having an in-depth conversation with any prospects to learn about their goals. By knowing what they need, you can better articulate why you are the best match for them.
Pick a Niche
David Auer CPA believes that by picking a specialty, you can set yourself apart from the rest of the CPA firms out there. Do you have extensive experience working with an industry or two? In which areas do you perform your best work? You can leverage your expertise to attract clients looking for highly specialized service.
Don’t Be Shy in Asking for Referrals
Another excellent method of attracting new clients is to get over your fear of asking for referrals. The reason most clients don’t refer business? You never asked. Clients who had a positive experience with your firm are often happy to suggest you to others, but they rarely will unless you ask. Consider creating a list of clients who love the work you’ve done, and reach out to tell them that you are interested in working with other businesses. Ask if they know of any that would be a good fit.
In today’s competitive environment, CPA firms must work harder than ever to set themselves apart from the crowd and attract new clients. David Auer CPA believes that drawing prospects to your firm, while challenging, is far from impossible. Implementing his suggestions will help take your group to the next level!
David Auer CPA is the President and Founder of Provident CPAs, a firm based in Tulsa, Oklahoma. His group helps businesses be proactive about saving money by assisting them with filing taxes and helping them find the best investments. Provident CPAs takes a holistic approach to offer their clients advice. Their structure is trifold. They work to increase cash for businesses, help the company grow its profits, and then implement a structure so a business leader can exit well.
David Auer CPA earned his Bachelor of Science in Business Administration, as well as his MS in Accounting from Oklahoma State University. He went on to receive his JD with honors from Oklahoma University College of Law. He didn’t end there! He also earned his LLM in Taxation from New York University School of Law. David prioritized his extensive education because he wanted to ensure he would be able to provide his clients with the best possible service. He has certainly done exactly that.
At Provident CPAs, David Auer CPA and his team provide knowledgeable and specialized service that set them apart from the rest of the crowd. They stress being proactive when it comes to advising businesses. They also offer concierge-level service with a personalized membership program instead of just doing project-based work or billing their clients by the hour. David seeks to maintain positive relationships with his clients as he watches their businesses flourish.
In addition to running his company, David is also the creator of the Five-S.T.A.R. (Strategic Tax Advice with Results!) Program™. The program helps people better control how much they pay in taxes and create a plan for building tax-free wealth.
David Auer CPA is also an accomplished speaker and author. He has contributed to a wide variety of books, including Ignite Your Life with Brian Tracy, and Performance 360 Special Edition with Richard Branson. David is also a Fellow with the Esperti Peterson Institute and member of the Order of the Coif.
When he isn’t at work, David enjoys spending time with his wife and their three children. Every one of his children is either currently enrolled in college or college graduates, so they love getting to see each other whenever they can. David and his family prioritize serving their local community through volunteering with their local church for community outreach programs or food drives. David Auer CPA strongly believes that it’s important to serve your community through both business services and volunteer work.
