Marketing Talks: The $3M Mistake: Why Accounting Firms Lose Clients Before the First Conversation

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Speaker - James Donovan

Topic: The $3M Mistake: Why Accounting Firms Lose Clients Before the First Conversation

April 28, 2026 at 2:00 PM EDT

Most accounting firms assume growth problems start with traffic, leads, or marketing performance. But often, the real issue is much simpler and far more expensive: potential clients are ready to reach out, and firms make it difficult for them to do so.

In this Marketing Talks session, we’ll explore how accounting firms quietly lose high-intent prospects before the first conversation even happens. From missing phone numbers and unclear next steps to missed calls with no follow-up, small reachability gaps can create major revenue loss over time.

This session will break down the math behind how missed opportunities compound into millions, explain why the most available firm often wins, and show where firms lose ready-to-buy prospects across their online presence. Attendees will also learn practical ways to make their firm easier to reach and implement a simple system for capturing every inbound opportunity.

This is not about doing more marketing. It is about making sure the demand you already have does not go to waste.

Join us for this practical session to see how improving reachability can help your firm capture more of the opportunities already coming your way. 

Cost: Free