Just about every accounting practice, in the world, grows by referral. This means that while referral is the hottest form of new business you'll ever have, it's nevertheless reactive. 

In a business, where you have recurring fees, you don't worry too much about where the new business is coming from. But of course, that makes you completely unable to empathise with your clients whose sales departments hunt and kill just to pay the bills every month.

There are many reasons to build a pipeline in an accounting firm. Here are the most important reasons you need to know:

1. The pipeline acts as a practice growth engine, you know where your money is coming from in terms of new business. 

2. The pipeline acts as an insurance policy against client loss. 

3. The pipeline is a reminder to not become complacent about client service and make sure that you're always identifying opportunities to get to know your clients better, so you can serve them better. 

4. The pipeline is a hallmark of a proactive organisation.


How this course can help your firm

In this bundle, we have compiled the most direct pipeline building resources we have for you so that you can continually know where your next six to seven figures are coming from.

If you use the seven avenues that we recommend correctly, then you will find that those six figures of opportunities that you identify when you retain them over several years, do indeed, turn into seven figures of new business. And that's before we even count upsells, cross-sells and anybody who is referred to you or any price increase that you choose to apply to that client in the time that they spend with you.

This resource is literally worth seven figures or more to you. All we ask is that you review the information on a regular basis, implement and refine, implement and refine again.

When you build a pipeline, then you walk your talk.

When you build a pipeline, you can go to your clients and say look, we build our organisation as well.

When you build a pipeline, it says you are serious about growth.

When you build a pipeline, you can confidently say to your prospects that you are advisors, to help them develop their business, because you walk your talk. 

When business owners see an accounting firm, who are serious about growth as they are, they will immediately know you are an authentic firm that really can advise them on more than just their tax liabilities for this year. 

How does building a pipeline help your firm?

When considering implementing a pipeline methodology into your firm, please understand four things:

1. You are identifying your firm's future fees. 

2. You are protecting your firm against competitor attack. 

3. You are turning your grade Cs and Ds into As and Bs. 

4. You are ensuring that your grade A clients write you into their strategic plans for years to come. 

Building the pipeline is such a critical part of a practice growth strategy that most firms fail to reach their full potential without the pipeline being in place.