In the accounting profession, you and your teams are likely balancing two important things: developing new client business and creating a best-in-class delivery experience. One can’t live without the other. If you were to spend a day in the life of an accounting professional focused on developing new client business, you’ll likely find a common theme. They invest their time in the right prospects, clients, and business development activities. They have a process and plan.

How do you determine which prospects, clients, and business development activities to invest in? What will move your book of business, or practice forward most quickly? Having the right plan will get you there.

Learning Objectives:

• Discover the business development plan elements you need to focus on that will grow your book of business, sales territory, or practice.


• Learn how to successfully choose verticals that will amplify your book of business or firm.


• Discuss strategies to keep your plan top of mind, even during the busy season.


• Overview of diversification strategies that will help you to thrive, regardless of the economy.