Mining Your Firm Client Database for Revenue

Your client database is more than a record of past engagements-it's a goldmine of untapped opportunity. In this practical and forward-thinking session, accounting professionals will learn how to strategically analyze and segment their existing client data to uncover new service opportunities, deepen relationships, and drive sustainable revenue growth. From identifying cross-selling potential to leveraging automation tools for proactive outreach, this webinar will equip firm leaders and client managers with actionable strategies to turn dormant data into dynamic business development. Whether you're a solo practitioner or part of a larger firm, you'll walk away with a roadmap for transforming your client list into a revenue-generating engine. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

After attending this presentation, you will be able to...

• Identify hidden advisory opportunities through client behavior and history.
• Develop database segmentation strategies for upsell, cross-sell, and retention opportunities.
• Design proactive review touchpoints that spark new revenue.

Highlights

The major topics that will be covered in this course include:

• How accounting and tax professionals can transform dormant data into dynamic growth. When leveraged strategically, your client base becomes more than a list --it becomes a roadmap to higher-value services, expanded engagements, and greater long-term retention.
• How to audit client records, segment strategically, and surface needs that often go unmet --all without adding complexity or compromising relationships.
• Using the data you already own and relationships you have already built to drive smarter growth.