and how to fix it.
by sandi leyva and jason holmes
social media marketing is the number three way that accounting and tax pros are gaining new business, according to the new clients survey conducted by accountant’s accelerator and 卡塔尔世界杯常规比赛时间.
that’s plenty of evidence to show that it’s working for thousands of accountants.
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so, why is your social media failing? read more →
your prospects use it. so should you.
by sandi leyva and jason holmes
one of the most important signals that google uses to rank websites higher in local search results is something that is not even on most accounting firms’ marketing radar. it’s the free business listing that google offers: google my business.
more: beyond bookkeeping: five value-add service areas | beyond quickbooks: wowing your clients | five ways to get better clients | 11 kinds of wealth | 11 ways to boost billings and impress clients | how clients get underserved and accountants get underpaid
exclusively for pro members. log in here or 2022世界杯足球排名 today.
cpas who take advantage of this listing will have their marketing dollars go much further, even if they outsource this task.
be an investment, not an expense.
by sandi leyva
every business needs to do some level of bookkeeping for a couple of reasons:
1) various government agencies require reporting and payments based on the company’s results.
2) the owner needs a certain amount of information to manage their business and keep it profitable.
more: beyond quickbooks: wowing your clients | five ways to get better clients | 11 kinds of wealth | 11 ways to boost billings and impress clients | how clients get underserved and accountants get underpaid
many business owners hire us grudgingly for compliance work because they have to. and they consider what they pay us as an overhead expense that is a required cost.
but what if we could turn that perception around?
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six real solutions and money-making strategies.
by sandi leyva
the accountant’s accelerator
many accountants are quickbooks proadvisors who offer quickbooks consulting to their clients; you may be one of them.
more: five ways to get better clients | 11 kinds of wealth | 11 ways to boost billings and impress clients | how clients get underserved and accountants get underpaid
here are the opportunities i see to expand your client services in the area of quickbooks consulting, or for that matter, any accounting software consulting.
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psst… it works for finding new hires, too.
by sandi leyva
there are many great things about getting better client referrals. first, referrals have a built-in trust that helps you move through the sales process faster. second, there’s almost no marketing cost involved. third, they tend to make a better long-term client.
more: 11 ways to boost billings and impress clients | how clients get underserved and accountants get underpaid
unfortunately, many accountants take a reactive approach to referrals, waiting until they come to them, rather than a more profitable approach, which is to proactively maximize referrals.
here are five proactive ways to boost referrals and get the kind of client you want most:
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what resources are you overlooking?
by sandi leyva
the accountant’s accelerator
we all have far more sources of wealth available to us in addition to the assets we normally count as financial wealth. a great skill to add to our tool box is that of resourcefulness. learning and practicing being resourceful has always come in handy for me while traveling, working, and making changes in my life.
more: 11 ways to boost billings and impress clients | how clients get underserved and accountants get underpaid
as you go through the list, take an inventory and make a list of all of the resources you have available to you in one form or fashion. by the end of the article, you might be amazed at how wealthy you really are.
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five missed opportunities to serve clients.
by sandi leyva
the complete guide to marketing for tax & accounting firms
i’m pretty sure that i am not the only accountant who has made the following mistakes with clients.
more on small-firm growth strategies: five marketing mistakes to avoid | how much are your clients costing you? | spend your time on the most profitable tasks | seven performance boosters for your firm | why your google ranking is about to tank
here are five ideas to help us remember what we know that the client doesn’t and why it costs us when we forget. read more →
win-win-win: stand out from the competition, serve the client better and put more green in your bank account.
by sandi leyva
the complete guide to marketing for tax & accounting firms
as you build your relationships with your clients, it’s always a good thing to see how you can serve them even better.
more on small-firm growth strategies: how clients get underserved and accountants get underpaid | how much are your clients costing you? | how much are your clients costing you? | six ways to make your own history during women’s history month | ppp client fraud: how much risk is too much? | 3 ways to opt out of any downturn | how to lead in a crisis
here are 11 ways you can add value to your existing services, which will enable you to stand out from the competition, serve the client better and put more green in your bank account.
read more →
calculate your opportunity number to figure who’s worth your time.
by sandi leyva
each of us has 24 hours in one day. most of us have annual revenue goals. a few of us have monthly, weekly, daily or even hourly revenue goals.
more on small-firm growth strategies: spend your time on the most profitable tasks | seven performance boosters for your firm | 12 ways to stress less this busy season | who’s offering your clients ppp services? | add these money-making rituals to your work day | stuck at home right now? here’re 100 good ideas to relieve the stress | tech tools for working through the coronavirus
hopefully you know what your revenue goal is. (if not, you should!) if you don’t pull in that level of revenue for the week or month, then you’ve missed your plan.
read more →
new algorithm could penalize older, slower sites.
by sandi leyva, cpa
i don’t know about you, but i would prefer to go through tax season without any interruptions, especially about marketing. but google doesn’t see it that way, and we have a significant search algorithm update hitting us in may 2021. if firms aren’t ready, they could see their search rankings, and correspondingly, prospects and future clients from website traffic, go way down.
more on small-firm growth strategies: seven tips to keep the clients you have | 12 ways to stress less this busy season | six ways to make your own history during women’s history month | ppp client fraud: how much risk is too much? | 3 ways to opt out of any downturn | how to lead in a crisis
exclusively for pro members. log in here or 2022世界杯足球排名 today.
while google updates its search ranking algorithm on a daily basis, it generally announces big changes ahead of time. google’s may 2021 update will focus on “page experience,” which includes three metrics called core vitals as well as four additional page experience signals.
no one knows the exact algorithm that google uses to rank web pages in search results. experts say there are over 200 ranking factors to consider. the latest update is all about providing a better mobile experience for the user.
here’s what all that means in detail. read more →
be thoughtful about how you seek new clients.
by sandi leyva
as an accounting professional, you’re likely very talented at delivering the service you offer your clients. but when it comes to marketing and selling yourself, many of you didn’t voluntarily sign up for that part. many of you are resisting (kicking and screaming) marketing yourself. if that’s you, that could be why your business is slow or not growing at the rate you’d like it to.
more on small-firm growth strategies: spend your time on the most profitable tasks | seven performance boosters for your firm | why your google ranking is about to tank | seven tips to keep the clients you have | 12 ways to stress less this busy season | six ways to make your own history during women’s history month
exclusively for pro members. log in here or 2022世界杯足球排名 today.
we all hope we will have enough referrals so that we will never have to sell ourselves. but in the last few years, referrals, even for those of us with huge followings, have slowed down. it’s (past) time that we work on more fully developing the marketing and selling function of our businesses. as you do, here are five mistakes to avoid.
read more →
check the priorities on your to-do list.
by sandi leyva
the next few months are the most challenging for cpa firms when it comes to managing time and getting things done. sometimes it’s hard to figure out what to work on next because there is so much work to be done. it’s easy to lack focus and end up working on unprofitable, yet urgent tasks.
more on small-firm growth strategies: seven performance boosters for your firm | why your google ranking is about to tank | six ways to make your own history during women’s history month | ppp client fraud: how much risk is too much? | 3 ways to opt out of any downturn | how to lead in a crisis | 7 tips to keep the clients you have
the case of the car wash task
when my husband and i relocated from texas to california for his new job, one of my moving tasks was to get my car to the new state. i decided to drive because i had a really fun sports car, an audi tts. when i got to california, the car was filthy on the outside and really needed a wash.
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tips that are quick and low-cost.
by sandi leyva
the complete guide to marketing for tax & accounting firms
i don’t want to stress you out, but we really do need to do something about our stress levels, especially during tax season. an american psychological association survey showed that our kids are getting headaches, having difficulty sleeping, and eating too little or too much because of pressure from school and household finances. the worst part is that the study showed that most parents were not aware of the severity of their children’s stress.
more on small-firm growth strategies: six ways to make your own history during women’s history month | clubhouse: hottest new social platform or just more noise? | who’s offering your clients ppp services? | ppp client fraud: how much risk is too much? | survey: who’s not billing for ppp services? | add these money-making rituals to your work day | 3 ways to opt out of any downturn
many adults reported not knowing what to do to change their lifestyle so they could reduce their stress, so it just makes sense to talk about this a little.
read more →