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Bankeo Pro · News for firms

News and guides for accounting firms

Client acquisition, firm marketing, promising sectors: our guides for accountants who want to grow without becoming salespeople.

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The essentials

Illustration: Buying accounting leads: what you need to know
Buying accounting leads: what you need to know
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Illustration: Commercial contribution and reference fees of accountants: the rules by country
Commercial contribution and reference fees of accountants: the rules by country
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Example: How much does it cost to acquire an accounting client?
How much does it cost to acquire an accounting client?
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Illustration: how much time an accounting firm wastes finding its clients
How much time does an accounting firm waste finding clients?
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Illustration: Marketing for accounting firms: 7 channels compared
Marketing for accounting firms: 7 channels compared
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Illustration: Customer referencing and CPA code at Canada
Customer referencing and CPA code at Canada
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Marketing and visibility

Google reviews for accounting firms
Google Reviews: Building Your Firm's Reputation
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Local SEO for accounting firms
Local SEO: being found in your city
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Accounting firm website
Website: Create a website that converts
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LinkedIn for accountants
LinkedIn: a presence that attracts clients
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Word of mouth in accounting firms
Word of mouth: systematize it;
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Networking for accounting firms
Networking in Quebec: A Practical Guide
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Pricing and profitability

Fees for services provided by an accounting firm;
Pricing for your services: method and guidelines
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Value-based billing in accounting firms;
Value-based billing: the guide
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Capacity of an accounting firm;
Capacity: How many clients can you handle?
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Firm operations and development

Client onboarding in an accounting firm
Customer onboarding: the 6-step method
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First call with a prospect
First prospect call: closing of files
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Managing difficult clients
Managing difficult clients
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Seasonality of the accounting firm
Seasonality: smoothing out income and expenses
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Developing your accounting firm
Developing your practice: from solo to team
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Hiring or outsourcing
Hiring or outsourcing: how to decide
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Technology and productivity
Technology and productivity: equipping yourself properly
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Building customer loyalty
Building customer loyalty: the complete plan
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Specialization or generalist
Specialist or generalist: what positioning?
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Find clients, sector by sector

Example: finding self-employed clients for your accounting firm
Craftsmen clients
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Example: finding consulting clients for your accounting firm
Consultant clients
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Example: finding clients in personal services for one's accounting firm
Personal services;
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Example: finding clients in the legal sector for your accounting firm
Legal Sector |
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Example: finding e-commerce clients for your accounting firm
E-commerce customers
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Example: finding clients in agriculture and agri-food for your accounting firm
Agriculture and Agri-food
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Example: finding clients in communication and creative services for your accounting firm
Communication and creation
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Example: finding construction clients for your accounting firm
Construction
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Example: finding clients in the events and cultural sectors for your accounting firm
Events and culture
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Example: finding clients in finance and insurance for your accounting firm
Finance and insurance
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Example: finding clients in the hotel and tourism industry for your accounting firm
Hospitality and tourism
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Example: finding clients in industry and manufacturing for your accounting firm
Industry and Manufacturing;
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Example: finding restaurant clients for your accounting firm
Catering
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Example: finding transport and trucking clients for your accounting firm
Transport and road transport;
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Example: finding training and coaching clients for your accounting firm
Trainers and coaches
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Example: finding wholesale and distribution clients for your accounting firm
Wholesalers and distributors
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Example: finding real estate clients for your accounting firm
Real Estate
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Example: finding non-profit clients for your accounting firm
non-profit organizations and associations
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Illustration: finding clients for an accounting firm in 2026
Finding clients in 2026: the guide
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Example: finding healthcare professional clients for your accounting firm
Healthcare professionals
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Example: finding startup clients for your accounting firm
Startups and Tech
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