Book of business is a professional American term — common in law, insurance, finance, and consulting — referring to the portfolio of clients or accounts a professional manages.
Book of business is a professional American term — common in law, insurance, finance, and consulting — referring to the portfolio of clients or accounts a professional manages. It implies something portable and personal: a financial advisor or lawyer's book of business is often their most valuable professional asset, transferable when they change firms. The phrase carries a mercantile register that can sit uneasily against the service ethic professions publicly claim to uphold.
When she left the firm, the partners scrambled because her book of business was worth over two million annually.
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Regional slang from around the English-speaking world — British, Australian, Irish, Caribbean, Nigerian, Filipino, AAVE, and the hyphenated-English dialects that make the internet sound local.
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(US) A collection of clients.