New Clients

What New Clients does

New Clients, Inc. (NCI) is a privately held, family-owned consulting and brokerage firm founded in 1987 by Bruce Clark that provides client acquisition, practice management, and practice sales services to accountants and CPAs across the United States. The firm operates as a specialized services intermediary serving three core customer segments: practicing CPAs seeking to grow their client base, practice owners seeking to sell for retirement or transition, and aspiring practitioners seeking to acquire existing firms. With its headquarters in Vero Beach, Florida, a second office in Sewell, New Jersey, and 11-50 employees, NCI runs a relationship-driven, consultative sales motion centered on direct outreach, toll-free phone consultations (1-888-639-2543), and website-based buyer registration.

The firm's revenue is generated through a combination of subscription-style marketing program fees (Plan 1 Practice Development Seminar and Plan 2 Client Acquisition Program, with quote-based pricing), transactional brokerage commissions on practice sales, a one-time $2,500 fee for the Guaranteed Practice Search (GPS) buyer-matching program, and the $1,995 Sales & Marketing Academy. Core products include the Accounting Practice Listings database, Practice Acquisition Consulting, Succession Planning advisory, and an Outsourcing Accounting Work service launched in late 2024 offering up to 50% processing savings. NCI's proprietary technology is minimal — it consists primarily of an in-house database of over 40,000 CPA and accounting firms accumulated over nearly four decades, used for buyer-seller matching and seminar prospect outreach, supplemented by third-party tools such as Infofree for new business listings and telemarketing systems for appointment setting. The firm has no mobile app, no public API or SDK, and no disclosed AI/ML capabilities.

NCI has conducted more than 350 Practice Development Seminars nationwide and claims to have trained over 4,000 accountants, supported by long-running Journal of Accountancy advertising, a monthly 'New Client News' newsletter, CPE-credit webinars, and referral networks. Strategic partnerships with United Midwest Savings Bank (acquisition financing, 2024) and Dreamfirms (digital marketing coaching, co-founded by founder's son Tyler Clark) extend the firm's ecosystem into financing and digital growth services. A November 2025 International Financial Times feature on Bruce Clark highlights the company's family-owned, discipline-driven culture rooted in martial arts principles.

Name

New Clients

Legal name

New Clients, Inc.

Website

https://newclientsinc.com

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

11–50 employees

Short description

New Clients, Inc. is a family-owned marketing and brokerage firm founded in 1987 that helps accountants and CPAs acquire clients, grow practices, and buy or sell accounting firms through training programs, seminars, and a 40,000+ firm database.

Ownership category

akta.pro rank

Headquarters

HQ city

Sewell

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Others

Revenue model

1. Marketing Program Fees: NCI generates revenue through various marketing programs including Plan 1 (seminar-based) and Plan 2 (full client acquisition program with CSR support). These are subscription/recurring revenue programs with initial enrollment fees and ongoing program costs.
2. Accounting Practice Sales Commissions: NCI earns commissions on the sale of accounting practices through their brokerage services. They match buyers with sellers from their extensive network and facilitate transactions.
3. Guaranteed Practice Search (GPS) Program: Initial investment of $2,500 for targeted practice matching services. Non-refundable fee with credit toward Practice Development Program if no match is found within 120 days. If NCI locates a practice and obtains the listing, the fee is applied toward the purchase price.
4. Sales and Marketing Academy: Online training program valued at $1,995 provided to buyers at no cost as part of NCI's service offering. Generates value through client acquisition and retention.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels8 records

Core offering

New Clients, Inc. (NCI) is a consulting and marketing firm for accountants that helps CPAs acquire new clients through proven marketing programs (Plan 1 and Plan 2), trains them via seminars and the Sales & Marketing Academy, and brokers the buying and selling of accounting practices through a network of more than 40,000 CPA firms. It also provides succession planning, practice acquisition consulting, and outsourcing services tailored to the accounting profession.

Product overview

New Clients, Inc. (NCI) is a consulting and marketing firm for accountants offering a portfolio of practice development and sales services. The core offerings include the Sales & Marketing Academy for training, the Accounting Practice Listings and Sales programs for buying/selling practices, and the Guaranteed Practice Search (GPS) Program for targeted acquisition support. The company also provides Practice Acquisition Consulting, Succession Planning, and Outsourcing services. Through a partnership, Dreamfirms Coaching offers digital marketing guidance. NCI publishes books including 'The NCI Effect' and provides a free eBook '7 Secrets to Selling Your Practice'. The company has operated since 1987 and focuses on helping CPAs and accountants build, grow, and sell their practices.

Differentiator

Problem solved

Functional benefit

Products and services

• Sales & Marketing Academy Online educational platform providing training on sales and marketing strategies for accountants to build their practices, including video content and webinars.
• Accounting Practice Listings Nationwide database of accounting practices for sale, providing buyers access to regularly updated listings with special discounts for NCI clients.
• Accounting Practice Sales Brokerage Brokerage service connecting buyers and sellers of CPA firms, leveraging a network of 40,000+ CPA and accounting firms with expertise in practice sales and acquisitions.
• Guaranteed Practice Search (GPS) Program

Quantifiable outcome

• Clients have achieved ROI of over $3 million through multiple practice sales
• +4 more outcomes

Named customers7 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• DreamfirmscoreGTM or Marketing PartnerDreamfirms was co-founded by Tyler Clark, son of NCI founder Bruce Clark. The company offers cutting-edge training materials, all-in-one marketing and sales software customized to the accounting industry, dynamic coaching, and a like-minded community. NCI recommends Dreamfirms programs to clients seeking digital marketing solutions for organic firm growth.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Canopy: Practice management and client engagement software for accounting firms. Comparable as a tech-enabled solution targeting CPA practice growth and client acquisition — adjacent to NCI's client acquisition and practice development services.
• Ignition: Practice automation and client engagement/billing platform purpose-built for accounting firms. Comparable in that it sells into the same CPA firm owner persona to streamline and grow their practice — adjacent to NCI's service offering.
• Karbon: A practice management workflow platform built specifically for accounting firms. While broader and software-focused, it competes for the same CPA-firm improvement wallet share that NCI addresses through its consulting and marketing programs.

Direct peers

• Boomer Consulting: Consulting and advisory firm focused on helping accounting firms with strategy, technology, and growth. Comparable to NCI because it sells advisory, training, and consulting services to CPA firm owners — overlapping with NCI's practice development and management offerings.
• Thriveal: A community and consultancy helping CPA firm owners with growth, firm management, and peer learning. Directly comparable to NCI's marketing programs, Sales & Marketing Academy, and practice development seminar functions.
• Accounting Practice Sales (APS): A long-standing brokerage that matches buyers and sellers of CPA and accounting practices across the US. Directly competes with NCI's Accounting Practice Sales and Guaranteed Practice Search offerings on the same transaction-based model.
• Wood & Associates (Wood CPA): An accounting practice sales brokerage specializing in CPA firm acquisitions and transitions nationwide. Competes head-to-head with NCI on practice listings, buyer representation, and succession planning services.
• Profitable Ideas Exchange (PIE): A consulting network and conference series specifically serving CPA firm owners with practice development, marketing, and management guidance. Overlaps directly with NCI's Sales & Marketing Academy, seminars, and practice growth consulting.

Others

• Liscio: A client collaboration and secure messaging platform for accounting firms. Although not a direct competitor, it serves the same CPA customer base and supports practice client retention — thematically adjacent to NCI's client-retention growth programs.

Emerging players

• Dreamfirms: Digital marketing coaching and software for accountants, co-founded by Tyler Clark (Bruce Clark's son). Although affiliated with NCI, it operates as a separate entity and represents the digital-native approach to the same client-acquisition problem NCI's Plan 1/Plan 2 address.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/c/DreamFirms
• Facebookfacebook.com/groups/TheProactiveAccountants
• Xx.com/newclientsinc
• LinkedInlinkedin.com/company/new-clients-inc-

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about New Clients