How Do I Get Accounting Business Commercial Contracts?
- Nate Jones, CPCU, ARM, CLCS, AU
- 1 day ago
- 3 min read
Updated: 4 hours ago
Winning commercial contracts is one of the most effective ways to grow your accounting business. Whether you're a solo CPA or running a small firm, landing long-term clients like small businesses, nonprofits, or government agencies can provide steady revenue and credibility.
At Wexford Insurance, we help small business owners—including accounting professionals—protect their firms with tailored insurance programs. But we also understand the importance of business development. In this guide, we’ll walk you through how to get commercial contracts for your accounting business—and how to protect those opportunities with the right insurance.
Why Commercial Contracts Matter
Commercial contracts offer more than just income—they provide:
Recurring revenue through monthly or quarterly services
Stronger client relationships and referrals
Opportunities to scale your team and services
Credibility that helps attract even more clients
1. Define Your Ideal Commercial Client
Start by identifying the types of businesses or organizations you want to work with:
Small to mid-sized businesses
Nonprofits and associations
Startups and tech firms
Government agencies and municipalities
Tailor your marketing and outreach to speak directly to their needs—such as compliance, tax planning, or financial reporting.
2. Build a Strong Online Presence
Before a business hires you, they’ll likely check your website and online reviews. Make sure your digital presence includes:
A professional website with service packages
Case studies or testimonials
A blog with helpful content (like this one!)
A clear call to action to schedule a consultation
Enhance Visibility with Contractor Back Office
A strong online presence is essential for attracting commercial clients. Contractor Back Office supports accounting businesses by providing phone calls, website, CRM, and social media management tailored for contractor-focused firms—helping streamline operations and present a polished, professional image.
3. Register on Contract Portals and Directories
Many commercial clients—especially government agencies—use formal procurement processes. Register your business on platforms like:
4. Respond to RFPs (Requests for Proposals)
Learn how to write compelling proposals that highlight your:
Experience and certifications (e.g., CPA, EA)
Industry-specific knowledge
Technology stack (e.g., QuickBooks, Xero)
Insurance coverage (yes, clients care!)
5. Network and Partner Strategically
Build relationships with:
Local business owners
Attorneys and financial advisors
Nonprofit directors
Other service providers (e.g., IT firms)
Attend networking events, sponsor local business expos, or offer free workshops to get your name out there.
Insurance Requirements for Commercial Contracts
Many commercial clients—especially larger businesses and government entities—require proof of insurance before signing a contract. At Wexford Insurance, we help accounting firms meet these requirements with tailored coverage, including:
Protects against claims of errors, omissions, or negligence in your services.
Covers third-party claims of bodily injury or property damage—often required in contracts.
Protects your office and equipment from fire, theft, or natural disasters.
Required if you have employees. Covers work-related injuries or illnesses.
Covers business-related vehicle use, such as traveling to client sites.
Covers essential tools like laptops, servers, and printers used in your accounting operations.
External Resources for Finding Contracts
Get Expert Help from Wexford Insurance
Winning commercial contracts is a big step forward—but you need the right protection in place to secure and maintain them. At Wexford Insurance, we specialize in helping accounting professionals meet insurance requirements and protect their growing businesses.
Ready to land bigger clients with confidence?
