the secret strategies of high-performing 11-50-person firms. by rick telberg while increasing revenue and profitability are important to cpa firms sized at 11-50 persons, the paramount concern for the best, highest-achieving “ensemble” firms is gaining new and replacing lost clients. … continued
a new movement is stirring within the cpa profession, led by a new tech- and social-savvy generation. last week in a chicago suburb, we met for a first-of-its-kind un-conference, organized by jody padar of new vision cpa group and titled i c … continued
michael bowlan, marketing director at brown smith wallace cpas in st. louis, is launching a new video blog featuring the deadpan delivery of one of the firm’s more distinctive personalities, kyle dodwell, a staff cpa in the firm’s insurance practice.
the purpose: “to stand out and get people to our quite good serious content on our website,” he says.
so you listed your company on linkedin, but maybe you have forgotten all about it—until now. here are a few tidbits on ways to leverage your linkedin company page to your benefit, including generating leads. read more →
two days of smart marketing that can actually benefit your practice for the rest of the year.
by completing just two marketing tactics in january, you will be able to “touch” clients, prospective clients and referral sources throughout busy season even if your schedule doesn’t permit face-to-face communication. you will have been “seen and heard.”
marketing consultant debbie andrews at marketri, a philadelphia-area marketing agency, says:
1. youtube video series: film 6-10 short video clips that contain (1) planning advice and /or (2) tax news / law changes. these videos should be no more than 60-90 seconds in length. when developing the material for your shoot, think about the many questions that you were asked by clients throughout the year.
twitter is not a new medium, though many people feel like it is. in fact, twitter was launched at south-by-southwest in 2006 and quickly went mainstream shortly thereafter. today, twitter has over 300 million users.
social media is everywhere, much like the web site craze back in the mid 90s. so, what is a cpa to do about it? you don’t have time to monitor all the various social media sites available today. you aren’t tech savvy to know which ones are the easiest or best to work with. and, you may not have the marketing expertise to know which platform will keep your services current in the eyes of your clients.
“blogging takes at least 0.5 fte.” by david albrecht the summa when i teach a more basic business/accounting class, i remind students that it is far easier to keep an existing client than to find a new client. and that … continued
i could talk for a whole day about what’s working for us, but i’ll just give you some highlights, because time is tight right now – the more that works for us, the more work we have to do!
most importantly, from my point of view, we have a president/coo and an executive committee that have the courage to step out and lead in very strategic way, not just follow. for example, many were still afraid of “social networking” when we were on board and posting regularly to linkedin, twitter and facebook.
in just 16 months, we have grown a linkedin industry group into a monthly face-to-face regional networking mixer that now regularly draws 200 clients and prospects–and it continues to grow. for this effort, the association for accounting marketing awarded stambaugh ness the marketing achievement award for event marketing, trade shows and seminars for firms under $15 million revenue at its june annual conference in chicago.
our recent membership in the bdo alliance gives us many resources to provide increased depth of services to our clientele – and gives bdo a stronger presence in our growing mid-atlantic service area.
seven lessons in competing effectively, starting with digital and social media marketing. by evelyn edwards, cpa evelynedwardscpa.com there is a war for new clients. but its always been my policy to never go down in my prices. it confuses the … continued