2d • Stories🗣️
My experience
I acquired my firm on 1/6/26. It came with 650-700k of revenue so I had a running start. But day 1 I lost a $3k client and gained a $3k client. Since I started I've lost 4-5 clients and gained 5-6. It's been truly frustrating because the first 90 days I didn't gain a single client. I gained between 4/1-6/1. Then since 6/1 I had zero success pitching clients on discovery calls. 5-7 failed pitches. "Too expensive" or "my CPA will do it" or "i'll have my wife do it". But yesterday I got 2 verbal commits on a discovery call and 1 signed the contract yesterday evening. But the one who signed emailed me this morning wanting to talk about our contract after talking to his CPA wife. I am preparing myself for him to back out.
Moral of the story is to keep grinding. Practice your pitch. Discover what works. Stay in a niche to start to show your expertise. My expertise is trust accounting/IOLTA since 40% of my clients are law firms and most bookkeepers don't have experience there.
*I have 5-6 in the pipeline for the rest of the year due to people acquiring businesses. I have been building relationships so an update will come later*
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My experience
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