636 The 20 Best Ways to find Accounting Firm Clients, Ranked [Let’s throw out the bad strategies]

🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! [email protected] this episode, I rank 20 different client acquisition strategies, then I walk through exactly how I would build an accounting firm from scratch today. I cover two versions: what I’d do with the network I have now, and what I’d do if I were starting with no connections at all. Then in the 📫 Mailbag, I tackle keeping premium clients after their original pain disappears, automating phone and messaging workflows, AI’s impact on bookkeeping, preventing AI hallucinations, and whether the future of accounting really means everyone has to become an advisor.🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps💰 Today's SponsorsCloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidatesFinancial Cents: Book a demo https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notesKarbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staatsMakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsCanopy: Go to https://www.getcanopy.com/jason and schedule a demo to see for yourself, and Canopy will send you a $75 gift card after your demo// Chapters:00:00 - Finding New Clients01:15 - Ranking 20 Acquisition Strategies02:15 - Accounting Software Directories03:40 - Paid Ads06:50 - Cold Email09:00 - TikTok10:50 - Google Ads11:40 - Virtual Events13:40 - Hiring Industry Insiders14:30 - Webinars18:00 - Direct Mail18:55 - Google Business Profile19:55 - LinkedIn21:05 - Physical Signage22:20 - Online Communities23:25 - Industry Software Directories24:40 - YouTube26:40 - Industry Partnerships28:35 - Industry Authorities30:55 - Brand Partnerships32:25 - Industry Gates35:40 - In-Person Events38:01 - 🔥 Roast A Firm39:00 - Starting With Jason’s Network44:15 - The First Five Steps45:20 - Starting With No Network52:20 - Building a Lead Magnet54:48 - 📫 Mailbag55:15 - Keeping Premium Clients58:15 - Automating Phone & SMS1:01:10 - Is AI Crushing Bookkeeping?1:03:45 - Preventing AI Hallucinations1:06:25 - Does Everyone Need Advisory?1:09:45 - Realize🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa