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Lending & Credit Risk

What is the average number of services per client for top CPA firms?

Sageworks
December 15, 2013
Read Time: 0 min

In this brief video, Lauren Prosser of ProfitCents points out that 25-40 percent of new business that CPA firms generate, come from additional work with existing clients. Prosser provides insight on the cost-effectiveness of introducing new services to an existing client, as opposed to winning a new client. 

This clip is from a Sageworks’ webinar entitled “Cross-Sell Accounting Services.” In this webinar, Prosser discusses how to lay a foundation for your accounting firm’s sustainable growth by cross-selling services to your existing client base through “The Discovery Process.” Watch the full on-demand webinar.

About the Author

Sageworks

Raleigh, N.C.-based Sageworks, a leading provider of lending, credit risk, and portfolio risk software that enables banks and credit unions to efficiently grow and improve the borrower experience, was founded in 1998. Using its platform, Sageworks analyzed over 11.5 million loans, aggregated the corresponding loan data, and created the largest

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About Abrigo

Abrigo enables U.S. financial institutions to support their communities through technology that fights financial crime, grows loans and deposits, and optimizes risk. Abrigo's platform centralizes the institution's data, creates a digital user experience, ensures compliance, and delivers efficiency for scale and profitable growth.

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