249 search results for "by sandi"

are you throwing away profits?

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$50 bills in a wastebasket

nine things to stop doing today.

by sandi leyva
the complete guide to marketing for tax & accounting firms

a critical measure for accountants – whether they bill either by the hour or a fixed price – is the amount they bill clients each month. as anxious as many accountants are to raise their revenues, their daily activity often sabotages that goal with the same common billing mistakes.

more: want to close a deal? set a deadline | how mindset affects your marketing | how to use chatgpt to create images | how to leverage chatgpt during this crazy tax season | got fomo when it comes to ai and chatgpt? you should: here’s what you’re missing | eight steps to getting started with ai: a guide for tax professionals | how to weather any economic storm | leverage your strengths to beat stress | you don’t have a time problem | are you crossing off your business bucket list? | three money leaks and how to plug them
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

here’s a checklist so you can compare your behavior with the list. i’ll give some tips on how to break the bad habit, and the rest will be up to you.

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want to close a deal? set a deadline

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hourglass on money background

five ways to make it work.

by sandi leyva
the complete guide to marketing for tax & accounting firms

in the accounting profession, there are a ton of deadlines. month-end, quarter-end and year-end. payroll taxes, sales taxes and corporate taxes. and extension deadlines, filing deadlines and payment deadlines, to name just a few.

more: how mindset affects your marketing | three steps to becoming a millionaire | how to use chatgpt to create images | create a bad website in ten easy steps | leverage your strengths to beat stress | are you crossing off your business bucket list? | ten ways to make your business irresistible | five ways to target the low-hanging fruit | are your revenue projections realistic? | six strategies to make more without working more | the art of prompt engineering for accountants | calculate your business relationship ratios
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

all of these deadlines may be a headache to business owners and accountants alike, but they are a marketer’s dream come true. how can you use deadlines to your advantage in marketing your services? and what if you are selling a service that is not in the accounting profession? keep reading and we’ll answer these questions and provide you with five ways to woo your prospect with deadlines.
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how mindset affects your marketing

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smiling businesswoman

even after years of experience, confidence may not come easy.

by sandi leyva
the complete guide to marketing for tax & accounting firms

in school, during both my undergraduate courses and my mba classes, i took marketing 101, or something close to that. i learned the four p’s: product, price, place and promotion. i aced the class.

more: three steps to becoming a millionaire | five business development mistakes to avoid | how to leverage chatgpt during this crazy tax season | eight steps to getting started with ai: a guide for tax professionals | you don’t have a time problem | three money leaks and how to plug them | eleven ways to serve clients even better | eight ways to build busy-season stamina | make your prospect kit stand out | six ways to beat the competition | grow your revenue with three marketing strategies | what can chatgpt do for accounting professionals?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

when i started my first business at age 13, i ran an ad and was able to get clients. it was no big deal. when i wanted to earn some part-time money during college doing bookkeeping (before i passed my cpa exam), i answered an ad and found clients. it was no big deal. when i started a part-time photography studio in the 1980s, i sent out press releases and direct mail and got clients. it was no big deal. i was doing all of this on the side while i had full-time jobs paying the rent and everything else.

but when i got laid off in the 1990s and needed clients in order to go out on my own and pay my own rent, something in me snapped. i was scared to death. i suddenly had no idea how to get started getting clients. i could have run an ad, but i didn’t. i could have sent out direct mail, but i didn’t.
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three steps to becoming a millionaire

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dump “nonprofit” tasks and focus on the high-value ones.

by sandi leyva
the complete guide to marketing for tax & accounting firms

let’s do the math. to earn a million dollars in a year, you have to bring in $83,333 per month. assuming you bill hourly and work for the standard 1,000 billable hours per year, you need to charge $1,000 per hour. if you want to make $5 million in one year, you will need to charge $5,000 per hour.

more: five business development mistakes to avoid | twelve ways your business card can hurt you | got fomo when it comes to ai and chatgpt? you should: here’s what you’re missing | how to weather any economic storm | ten ways to have more energy this tax season | seven steps to keeping your clients forever | give to receive, and eight more ways to boost sales | five things that clients don’t know about accountants | five ways to wow your clients | how to fight feeling overwhelmed | you’re missing 60% of your revenue | make the most of cpe conferences
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

here’s some breaking news: you won’t get there doing tasks that are worth $10 per hour. even if we drop a zero and aim for six figures in a year, you won’t get there doing $10-per-hour tasks either. at six figures, you’re worth $100 per hour.

the difference between poor people and rich people is simple: one values the scarcity of their time and uses every minute wisely, and the other doesn’t.
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marketing materials 201: some advanced tips

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young man working in home office5 ways to wow potential clients.

by sandi leyva
the complete guide to marketing for tax & accounting firms

i’ve discussed a lot of basic ways to get the word out about your business.

more small firm growth strategies: testimonials: why and how | 10 marketing materials you need | content marketing types and tips | are you newsworthy? | why cpas need video | make google adwords work for you | make the most of trade shows | track your online reputation
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

today we’ll go over some more advanced marketing materials.
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testimonials: why and how

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woman winking and holding thumb upthese pay off huge.

by sandi leyva
the complete guide to marketing for tax & accounting firms

a testimonial is a short written recommendation from a past or current client. most accountants i talk to hate testimonials and don’t use them. but here’s what they don’t realize: other people love them, and they really make a difference.

more small firm growth strategies: 10 marketing materials you need | make direct mail work for you | write your way to expert status | make newsletters work for you | how to schedule social media content | the 5 c’s of successful websites | speaking: how, where and getting leads from it | the a-b-c’s of getting started with advisory services
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

if you don’t have any, a prospect could assume that you don’t have any clients either. get rid of that objection easily by posting testimonials so prospects know you’re not just starting out.
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10 marketing materials you need

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the number 10including one to implement right now.

by sandi leyva

you need materials with the right messaging to fuel your marketing plan. there is a certain core of materials you need across all marketing channels.

more small firm growth strategies: make direct mail work for you | how to use ‘warmed-up’ telemarketing | technical aspects of video and youtube | how to maximize online profile sites | build your community reputation | 5 ways to get more referrals | use feedback for service innovation | create your marketing plan
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

crafting a really tight message will get your prospects’ attention and more easily convert them into accounting clients. when you have a bad message, you work much harder and have to meet many more prospects to convert into clients. when you have a great message, you work less, convert more and keep your costs down.
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make direct mail work for you

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woman reading letter by wall of mailboxesbonus: several sample letters.

by sandi leyva
the complete guide to marketing for tax & accounting firms

one of the first things a new business owner asks me about is direct mail. i don’t know why so many people go there first, but they do.

more small firm growth strategies: how to use ‘warmed-up’ telemarketing | content marketing types and tips | are you newsworthy? | why cpas need video | make google adwords work for you | make the most of trade shows | track your online reputation
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

twenty years ago, the response rate for direct mail was pretty good. out of every 100 pieces you sent, you would get three responses back. it didn’t matter how bad you were at direct mail.
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how to use ‘warmed-up’ telemarketing

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young businessman on phone with colorful world map backgroundstart with research.

by sandi leyva
the complete guide to marketing for tax & accounting firms

highly targeted telemarketing can work well for accounting firms.

more small firm growth strategies: content marketing types and tips | write your way to expert status | make newsletters work for you | how to schedule social media content | the 5 c’s of successful websites | speaking: how, where and getting leads from it | 3 more kinds of referrals | turn to the abcs for client feedback | use client ‘touch plans’ to stay in touch
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i will cover this topic briefly because it is not my expert area. i will share how you can combine telemarketing with other marketing channels to very successfully attract clients, especially those in the mid-market range with higher revenues.
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write your way to expert status

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businesswoman in orange shirt using laptop computer by white wall of windowsnot a great writer? you can outsource that part.

by sandi leyva
the complete guide to marketing for tax & accounting firms

a great way to build trust among prospects is to demonstrate your expertise and experience in writing.

more small firm growth strategies: awards can boost your reputation | are you newsworthy? | why cpas need video | make google adwords work for you | make the most of trade shows | track your online reputation
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

three options to do that include developing case studies, writing white papers and publishing articles.
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71 places to find new clients

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illustration of lead sources

a cornucopia of tech-fueled opportunities for gaining visibility, getting found and attracting business.

by sandi leyva
the complete guide to marketing for tax & accounting firms

modern accountants are on board with both the paperless office concept and cloud accounting: embracing them, implementing them, and benefiting from them.

more small firm growth strategies: are you newsworthy? | make newsletters work for you | how to schedule social media content | the 5 c’s of successful websites | speaking: how, where and getting leads from it | more

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

but there is a disconnect in most accounting firms in one area, and that’s marketing.

why are some firms still stuck in the 1970s when it comes to marketing? this drags down the reputation, culture, and perception of the entire firm – and maybe the entire profession.

here, we’ve compiled 71 tactics and strategies for professionalizing and systemizing your business development efforts. there are, of course, more. but you won’t go wrong picking just a couple from this list and getting to work as seriously on your business as you are at working in your businesas.

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