ideal client

Pricing for Your Perfect Client

By Sarah Dobek / November 14, 2025 / Comments Off on Pricing for Your Perfect Client

The Fundamentals of Market Research and Why It Matters for Accounting Firms

By Sarah Dobek / September 22, 2025 / Comments Off on The Fundamentals of Market Research and Why It Matters for Accounting Firms

Written by: Sarah Johnson Dobek  Key Points Market research helps firms make confident, evidence-based decisions about clients, competitors, and market opportunities.  Combining different types of research—primary, secondary, qualitative, and quantitative—provides a complete view of the market.  When marketers lead the research process, insights translate directly into strategies that strengthen growth and differentiation.    What Is Market…

The Hidden Value of B & C Clients in an Era of Client Culling & Consolidation

By Deanna Herr / August 7, 2025 / Comments Off on The Hidden Value of B & C Clients in an Era of Client Culling & Consolidation

Written by: Sarah Johsnon Dobek  Key Points B and C clients provide consistent revenue, lower-maintenance relationships, and risk diversifications, for sustainable firm growth. Modern segmentation must evaluate more than revenue, factoring in fit, ease, potential, referrals, and profitability. Advances in AI, automation, and outsourcing have made it possible to serve smaller clients profitably again.  …

Understanding What Separates a Niche from a Practice Group

By Sarah Dobek / July 10, 2025 / Comments Off on Understanding What Separates a Niche from a Practice Group

Written by: Sarah Johnson Dobek Key Points A niche attracts attention, but building a structured practice group with defined leadership and workflows enables sustainable, scalable growth. Successful practice groups require clarity in positioning, consistent processes, and tools that align people, technology, and strategy. Evolving from niche marketing to a mature practice group improves service delivery,…

Do You Really Know What Your Clients and Buyers Value?

By Stephanie Crow / December 7, 2022 / Comments Off on Do You Really Know What Your Clients and Buyers Value?

Where Do Buyer Personas Fit In the Sales Cycle?

By Stephanie Crow / August 19, 2022 / Comments Off on Where Do Buyer Personas Fit In the Sales Cycle?

Do You Know How to Find the Right Clients for Strategic Growth?

By Stephanie Crow / June 17, 2022 / Comments Off on Do You Know How to Find the Right Clients for Strategic Growth?