how to create the roadmap for your firm’s growth by jean marie caragher the classic time-tested, data-driven process with step-by-step, week-by-week instructions, worksheets, illustrative examples, real-life case studies, and exclusive…
how to cut clients, raise prices, earn more and work smarter.
by jean marie caragher
capstone marketing
it’s a hot topic these days. accounting firms have more clients than they can handle and not enough people to get the work done. there are solutions, e.g., firing “d” clients and not accepting any new “d” clients. however, many cpas still resist this process.
this got me thinking about bob (his real name), our pool guy. he has been our pool guy for over three years. every wednesday, like clockwork, he arrives to clean our pool, adjust the chemicals, and whatever else needs to be done. bob is friendly and genuinely cares about our pool. my husband and i are very satisfied customers.
bob recently turned 60 and is thinking about how he wants to run his business and spend his time. he’s making a few changes. here are four lessons we can learn from bob. read more →
…here for more by jean marie caragher at 卡塔尔世界杯常规比赛时间 a well-respected industry specialist, jean is an inaugural aam hall of fame inductee, a multiple aam-maa award winner, and a…
how to create the roadmap for your firm’s growth by jean marie caragher the companion webinar to the handbook. sorry, the webcast is no longer available. but the complete handbook…
and how to pull in help from outside your firm.
by jean marie caragher
imagine creating a vision board of the top targeted prospects you would like to obtain as clients.
more: jean caragher on high-performing firms | all in the family business niche | networking still a strong lead generator | how smart cpa firms use events as a lead generation tool | 14 timely questions for tax season clients | the 12-step program for building better client relationships
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this is what happened at legacy professionals, a niche-focused firm headquartered in chicago, illinois, focused on serving employee benefit plans, labor organizations, not-for-profits and government entities.
read more →
neil fauerbach outlines several ideas you could use.
by jean marie caragher
niche marketing continues to be the most successful marketing strategy for accounting firms.
more from jean marie caragher: networking still a strong lead generator | how smart cpa firms use events as a lead generation tool | 14 timely questions for tax season clients | the 12-step program for building better client relationships
over the years i’ve received mixed reactions about whether family business qualifies as a niche. are niches only industry-oriented?
kolmansberger checklist: 12 ways to stop wasting time on dead-end efforts. instant download “top questions to ask at your next networking event“ by jean marie caragher 90-day marketing plan for…
just ask sally glick.
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top trends in cpa firm marketing and business development
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by jean marie caragher
90-day marketing plan for cpa firms
while technology and social media have offered new marketing tactics for cpa firms, the tried and true face-to-face options remain beneficial. just ask sally glick, chief marketing officer at sobel & co., in livingston, nj.
just ask sally glick, chief marketing officer at sobel & co., in livingston, nj.
more on marketing from jean caragher: free ebook: 13 ways to waste your accounting firm marketing budget | the 12-step program for building better client relationships | six questions that will change the way you see your cpa firm’s marketing program | the 10-point plan of great business-developers | 10 real-world expectations for accounting firm marketing | 10 partner must-do’s in getting the most of your marketing director | real networking starts after the first meeting | more
i’ve known sally for two decades and if ever there was a person who could strategize, organize and promote events as a lead generation tool she is that person.
“events are one of the most effective lead generation tactics for us,” explains glick. “during the year we host 15 business events and 13 nonprofit programs, which demonstrate our thought leadership – our skills, competencies, and business acumen our clients demand. while presenting relevant information, and afterward when fielding questions, we have a chance to make a connection that may grow into a new engagement.”
practice-proven processes & procedures how to create the roadmap for your firm's growth
step-by-step, week-by-week process and procedures guidebook.
forecast & trends comprehensive research report
marketing and business development strategies at tax & accounting firms, research report
exclusive new findings into what's working, why and for which firms.
$195.00 learn morestreaming webcast how to create the roadmap for your firm's growth the companion webinar to the handbook.
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