Growing Your Accounting Firm

Build Your CPA Firm, Not Your Sales Skills

Have you struggled to grow your accounting practice? Want to build your firm without the hassle of networking events and sales calls? Palmetto Partners helps small business accounting firms create the practices they’ve always wanted.

  • Provide active lead generation
  • Conduct sales and marketing appointments
  • Match the best business clients to your practice
  • Assist in the transition from the previous accounting partners

With 25+ years of experience, we match great accountants with great businesses. Focus on your clients, and let Palmetto Partners focus on your growth.

Let Us Help You Grow Your Accounting Firm

Find Great Accounting Clients!

NO MORE SALES CALLS

By bringing you great small business clients, you can focus on your practice, not pounding the pavement!

ONE CLIENT AT A TIME

The Palmetto Partners allows you to grow at the pace you're comfortable with.

CLIENTS YOU'LL LOVE

We match the right client with the right accountant, so you're assured of working with businesses that are perfect for you.

WE ARE YOUR SALES TEAM

You don’t need to focus on lead generation anymore! Palmetto Partners' sales team handles all of your firm's marketing needs from introduction to on-boarding.

Excellent Partnerships Start with Strong Expectations

What We Look for in Accountants

Communication

You might not enjoy selling, but it’s imperative that you enjoy communication. We look for accountants who love people just as much as they do numbers and who truly want to foster a great collaborative effort with their clients. If communication is central to your work and you can take financial lingo and translate it to meaningful information for non-accountants, you are a fit!

Yearly Screening

Expect high standards! At Palmetto Partners we do ask that our accounting partners undergo a yearly evaluation to make sure that they continue to be a great partner. We want to bring you the best small business clients, and that means asking you to bring your best work to those you serve!

Industry Specialties

Specialize in a specific industry or business model? No problem! Sometimes that can make growing your accounting firm more difficult, but because we prospect across all industries, we can funnel you leads that are best matched with your financial experience.

Flat, Monthly Model Services

We ask that all of our accounting partnerships structure their fees in an easy to understand, inclusive flat monthly payment. It allows you to focus on excellent service and establishing a regular rhythm with your clients rather than timesheets and invoices, while making your services accessible and affordable.

Small Business Accountant

Ok, I’m Interested…

Get Tips to Grow Your Firm…

Ok, I’m Interested…

Get Tips to Grow Your Firm…

Building a Great Client Base for Your Accounting Firm

Great Accountants + Happy Clients

At the end of the day, we’re here to help you find great clients. But don’t take our word for it, hear from Palmetto Partners accounting partners who have grown their own firms through our unique lead generation model: