For Public Practice Accounting Firms
Accounting Firm Partner Testimonials
Accounting Firm Case Study
Johnsen Archer LLP
- Client since 2009
- Medium-sized public practice accounting firm
- 5 Partners - 50 Staff
- Contact rate with owners of businesses: consistently 30% year after year
- Rate of acquiring new clients from Partner meetings: 50% or more consistently
Johnsen Archer
Johnsen Archer LLP is a medium-sized, public practice, CPA firm. They focus primarily on serving privately held enterprises with services for: year end tax compliance work, long-term tax strategy planning including, estate and succession/exit matters.
DW Strategies was tasked to create a sustainable direct contact campaign to acquire new clients which would be persuasive and set the stage for Partners to have one-on-one meetings with business owners that were searching for answers to their accounting and tax strategy questions. This outbound client development program is approved by accounting industry regulators.
The program was subjected to a scrupulous independent audit and found to be compliant in every way.
CREATED THE SALES STRATEGY, PROSPECT LISTS, CRM QUALIFIED APPOINTMENTS & SALES CLOSING INSIGHTS
Our ongoing client consultation process ensures a continuous comprehensive understanding of the industry and market knowledge. We assemble the database in a cloud-based CRM, and add detailed notes of the sales process after every prospect interaction.
We deliver a unique client development approach which leads to an extraordinary 25% – 35% decision-maker contact rate, We continually improve prospect closing ratios by working with Partners and Managers on their sales process.
Johnsen Archer’s annual new client acquisition has continually increased significantly in the years we have worked together.
“David Westdorp Strategies brought us a fresh, industry-compliant and highly effective approach to acquiring new clients. His innovation, professionalism and attention to detail are truly impressive, and he makes a practice of underpromising and overdelivering. We felt very confident having him represent us to our market. A great benefit of his working style is that he is respectful of the Partners time and any meetings he booked for us were well qualified and well prepared for our message.”
David in the Media:
David Westdorp has been featured in local and international media organizations over the years because of the innovative businesses and projects he has been involved in.
Business Owners Need Your Tailored Accounting and Tax Savings Strategy Services
The post-pandemic business environment has brought new challenges and questions to business owners who need answers to a variety of accounting compliance and tax savings strategies. Many are open to new ideas and accounting service providers to help them re-calibrate their businesses to be successful.
ONBOARDING STEPS
Our 1-2 week process to begin achieving results for your business:
STEP #1 Discovering and understanding your accounting firm’s client growth and revenue goals
STEP #2 Gathering information to create to achieve these goals
STEP #3 Defining the strategy and processes to achieve your growth and revenue goals
STEP #4 Implementing the strategy and processes to achieve weekly, monthly and yearly results
STEP #5 We begin outbound, targeted efforts on behalf of your firm
Your success is how we measure our success
Reasons Why You Should Become A Client Of Ours
1
In recent years our team has completed 50,000 phone calls for our clients that have generated millions of dollars in new revenue
2
We use the same proven business development processes that successful companies implement to produce revenue results quickly
3
Our online infrastructure makes it easy to work with you, just like we were sitting in your office
4
We offer written non-compete assurances to provide a strategic advantage for you over your competition in a given area
5
Our business process is fully transparent and we offer weekly reporting that demonstrates the value of our services
6
We have proprietary research and sales strategies to approach, contact and engage prospective clients quickly
If you prefer, our services can partially be incentive-based, see our “Monthly Package – Plus Incentive” pricing package
Satisfied Clients
