Client acquisitions accountancy firm

107Accountancy

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Nov 5, 2025
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Hi All

I am Daniel. I launched a bookkeeping and accounting firm a couple of months ago. I wondered if anyone has experienced an effective way to get clients in the first year of trading.

An by the way, if you have a business and need a bookkeeper or accountant, or your current one is not up to the standards, I can certainly help. Below is the web.



Thanks
Daniel
 
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StrategyDoctor

Business Member
Jul 30, 2024
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Hi All

I am Daniel. I launched a bookkeeping and accounting firm a couple of months ago. I wondered if anyone has experienced an effective way to get clients in the first year of trading.

An by the way, if you have a business and need a bookkeeper or accountant, or your current one is not up to the standards, I can certainly help. Below is the web.

Www.107accountancy.com

Thanks
Daniel
Hi Daniel, that first year’s all about visibility and trust.

Consider networking, especially the more formal, referral-based groups (BNI, 4Networking, independent local groups, etc.). Accountants are usually highly prized members, and if you’re credible and engaged, you’ll almost certainly get regular referrals. Many firms build their first solid client base this way.

Think carefully about your niche and differentiation — who you serve best and what makes you different from the next accountancy firm. Once you’re clear on that, you can tailor your networking, social media and general messaging around how you help that group and add real value.

Think about the problems your target niche customers experience and then offer a free “Finance Health Check” — it’s a good way to start a conversation and show your expertise without competing on price.
 
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StrategyDoctor

Business Member
Jul 30, 2024
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Thanks CEM - that is very helpful and well laid out

I didn’t know about those referral-based group

How do they work ?
Formal referral-based networking groups are structured communities where members actively refer business to one another. Here’s how they generally work:
  1. Exclusive seats – Only one member per profession is allowed in each group (e.g. one accountant, one web designer, one electrician, etc). That exclusivity makes accountants and bookkeepers especially valuable.
  2. Regular meetings – Usually weekly or fortnightly, often breakfast sessions. Members share short updates, learn about each other’s services, and pass qualified referrals.
  3. Referral tracking – Groups record and report the referrals and business generated, so it’s easy to see the return on your time investment.
  4. Trust building – The same people meet consistently, which builds credibility and confidence—once members know you deliver, referrals tend to flow regularly, but it can take time.
  5. Commitment – Membership isn’t free, and attendance matters. It works best when you invest time, turn up always and be prepared for the meeting. A key part is to also get to know the other members businesses and actively look for ways to help others grow their business.

A final point - most people do not enjoy networking, so you should be nervous and a little out of your comfort zone. But in my experience, stick with it and it becomes easier and you also form good business relationships.

In your first year, joining a good referral group can be one of the fastest ways to generate steady business, but the harder part is you have to be prepared to commit to showing up and building relationships.

There are networking groups that are less formal, and in particular referrals are not as important, but in my experience they do not generate as much business.

I'd say give it a try - most groups allow visitors to come along and try it for free or for a nominal fee.
 
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Thanks CEM - that is very helpful and well laid out

I didn’t know about those referral-based group

How do they work ?
They are many and varied - ranging from regimental to absolutely informal.

I believe @Paul Kelly ICHYB is part of an organisation, so may be able to enlighten you.

The whole discipline thing is a matter of personal taste, but I'd suggest you want an organisation that gives a nod towards actually doing business, rather than purely social. On the other hand, the BNI structure sent me running for the hills.

Lock-outs & exclusivity aren't as god as they sound - particularly for you. Not east because it breeds complacency Most groups will have an accountant - often a big one, who could end up being a great source of referrals, but they can't because they've inadvertently blocked you out.

Try a few out - they will offer 2 or three meetings before you are required to join. Ignore the 'value of your seat' rubbish, and the leads passed over the table. And take time to decide (their reaction when you say you want to think about it will tell you a lot)
 
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Networking & referrals are very strong contenders - meet potential clients and get them to recomend you!

As @Mark T Jones mentioned, I do have an interest in Your Business Community who run lots of events, but there are other groups - even proactive councils run their own events!
 
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Lisa Thomas

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Personally, I would steer clear of BNI...Unless you have a spare £2k lying around and are prepared to give over your contact base and your soul...
 
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ethical PR

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  • Apr 20, 2009
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    Hi All

    I am Daniel. I launched a bookkeeping and accounting firm a couple of months ago. I wondered if anyone has experienced an effective way to get clients in the first year of trading.

    An by the way, if you have a business and need a bookkeeper or accountant, or your current one is not up to the standards, I can certainly help. Below is the web.



    Thanks
    Daniel
    When you started up your business what market research did you carry out to understand likely supply and demand and what you can offer that's different/better than your competitors.

    Use your market research to develop a marketing plan to help you understand the best channels and activities to use your reach your target marketing
     
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    StrategyDoctor

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    Jul 30, 2024
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    Personally, I would steer clear of BNI...Unless you have a spare £2k lying around and are prepared to give over your contact base and your soul...
    You had a bad experience (but did not explain why). I am not a fan of BNI (or any other network group) but also know many of many successes. If we comment share your experience or knowledge so those asking learn from us?
     
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    107Accountancy

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    Nov 5, 2025
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    When you started up your business what market research did you carry out to understand likely supply and demand and what you can offer that's different/better than your competitors.

    Use your market research to develop a marketing plan to help you understand the best channels and activities to use your reach your target marketing
    That is the difficulty. I know there is high competition for bookkeeping and accounting, but that is what my career has been so far and I know I can offer a great service but the difficulty is to build trust in clients and put me in front of the ones looking for the services. To be honest I didn’t do an extensive market research but I know there is high competition. Affordable price and quality is what I can offer. But I am finding difficult to build extensive client base
     
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    Michael Loveridge

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    Aug 2, 2013
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    Have you followed my suggestion and had a look at Bark? I have no interest in promoting them, but they've worked well for me and I don't see why they wouldn't for you as well.

    It costs very little to sign up, and if you don't like it then you can easily stop - it's a pay as you go scheme, and there are no sneaky / extortionate membership fees or subscriptions.

    If you don't want to even look at them I'd be interested to know why not.
     
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    107Accountancy

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    Nov 5, 2025
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    Have you followed my suggestion and had a look at Bark? I have no interest in promoting them, but they've worked well for me and I don't see why they wouldn't for you as well.

    It costs very little to sign up, and if you don't like it then you can easily stop - it's a pay as you go scheme, and there are no sneaky / extortionate membership fees or subscriptions.

    If you don't want to even look at them I'd be interested to know why not.
    Hi Michael thanks

    I looked at them yesterday but haven’t sign up yet. Their website claim to give you leads. What is it that you get when you pay? Email, phone, etc of potential clients?
    Would that require cold calling or email ? Can you give me more details how you used them before I try it?
    Many thanks
     
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    Michael Loveridge

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    The way it works is that you buy a bundle of `credits', say 100. I think they work out at less than £1 each. You then input details of your business, and they provide a list of options as to the type of work you're seeking. Once you're signed up and have bought some credits you will receive a list of potential leads with a brief description of the work on offer.

    Each lead contains details of where the customer is located, though if you're anything like me it doesn't really matter nowadays, and most of my clients are not local - in fact I have quite a few overseas clients as well. There's a `price' for the lead - generally, the better the quality of work the more the lead costs. Another useful feature is that it tells you how many others - if any - have contacted the customer, though I think they limit it to 5.

    You can then select a lead that looks good and pay for it using your credits - typically between 5 and 15 credits. Bark then releases their phone number and email address, and you can also message them via the website.

    It's then up to you to sell yourself to the customer. I've prepared a set of standard responses to deal with the common requests for help, so I just copy and paste them, so that they only need minor edits.

    It's obviously a bit hit and miss, but there are plenty of good quality leads, and I reckon to convert maybe 1 in 3 into a decently paid job. Sometimes I decline the work having spoken to the client, and sometimes I simply don't get the job, probably because someone else has offered to do it more cheaply, but I keep a record of my leads and the revenue versus expense, and as things stand I've earned 19 times my outlay, which is a pretty good rate of return. I've also received a fair amount of repeat work, and in general I've found the clients to be intelligent, willing to accept advice and pleasant to work with.

    So give it a go, and I hope you'll enjoy similar success.
     
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    107Accountancy

    Free Member
    Nov 5, 2025
    13
    1
    The way it works is that you buy a bundle of `credits', say 100. I think they work out at less than £1 each. You then input details of your business, and they provide a list of options as to the type of work you're seeking. Once you're signed up and have bought some credits you will receive a list of potential leads with a brief description of the work on offer.

    Each lead contains details of where the customer is located, though if you're anything like me it doesn't really matter nowadays, and most of my clients are not local - in fact I have quite a few overseas clients as well. There's a `price' for the lead - generally, the better the quality of work the more the lead costs. Another useful feature is that it tells you how many others - if any - have contacted the customer, though I think they limit it to 5.

    You can then select a lead that looks good and pay for it using your credits - typically between 5 and 15 credits. Bark then releases their phone number and email address, and you can also message them via the website.

    It's then up to you to sell yourself to the customer. I've prepared a set of standard responses to deal with the common requests for help, so I just copy and paste them, so that they only need minor edits.

    It's obviously a bit hit and miss, but there are plenty of good quality leads, and I reckon to convert maybe 1 in 3 into a decently paid job. Sometimes I decline the work having spoken to the client, and sometimes I simply don't get the job, probably because someone else has offered to do it more cheaply, but I keep a record of my leads and the revenue versus expense, and as things stand I've earned 19 times my outlay, which is a pretty good rate of return. I've also received a fair amount of repeat work, and in general I've found the clients to be intelligent, willing to accept advice and pleasant to work with.

    So give it a go, and I hope you'll enjoy similar success.
    Michael thanks - that is a great explanation. Are you in a similar professional service business ?
     
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    Porky

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    Daniel
    From.my perspective. A small business wants to feel that the accountant is on their side, easy to get on with and supportive so if a business i know said to me in conversation, oh Porky, that Daniel is a cracking guy, sorts my accounts for me, no mess gets the job done, that referal is absolute gold - good chance I would connect.

    Personally, I dont tend to go to general networking events these days because I feel like I will just get a high percentage of accountants/insurance/IFAs all there trying to sell me something so I avoid, they blend into one and hard to sort the good from bad but I do go to specific trade association network events.

    IMO you need contacts to vouche for you, if you are at an association meeting and talked about how you helped company x that builds confidence makes you different from someone giving cards or leaflets out. If I was in your shoes I would go down more of a niche vertical target trade group route and try and establish clients in that sector that will refer within it rather than scatter gun all things to all company types.

    Wish you well, its hard to gain initial traction but once you do, snowball effect others will refer and you will pick up more business. Good luck to you

    Pork's
     
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    107Accountancy

    Free Member
    Nov 5, 2025
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    1
    Daniel
    From.my perspective. A small business wants to feel that the accountant is on their side, easy to get on with and supportive so if a business i know said to me in conversation, oh Porky, that Daniel is a cracking guy, sorts my accounts for me, no mess gets the job done, that referal is absolute gold - good chance I would connect.

    Personally, I dont tend to go to general networking events these days because I feel like I will just get a high percentage of accountants/insurance/IFAs all there trying to sell me something so I avoid, they blend into one and hard to sort the good from bad but I do go to specific trade association network events.

    IMO you need contacts to vouche for you, if you are at an association meeting and talked about how you helped company x that builds confidence makes you different from someone giving cards or leaflets out. If I was in your shoes I would go down more of a niche vertical target trade group route and try and establish clients in that sector that will refer within it rather than scatter gun all things to all company types.

    Wish you well, its hard to gain initial traction but once you do, snowball effect others will refer and you will pick up more business. Good luck to you

    Pork's
    Thanks Porky - that is excellent advise - will try as much as possible
     
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    Lisa Thomas

    Business Member
    Business Listing
    Apr 20, 2015
    5,439
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    www.parkerandrews.co.uk
    You had a bad experience (but did not explain why). I am not a fan of BNI (or any other network group) but also know many of many successes. If we comment share your experience or knowledge so those asking learn from us?
    Not just me. Most of the people in my networking circles think the same due to bad experiences.

    Unless you are in the trade sector you are unlikely to get much back from BNI and it will cost you a tidy sum to join.

    In addition you can probably meet those same members at other local networking events, which are much cheaper, with less stringent rules.
     
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