seven steps to keeping your clients forever

two businessmen shaking hands at a restaurant table

bonus: you’ll probably see more revenue from them, too.

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

it’s far less expensive to keep your existing clients happy than it is to find new clients, especially since the trust factor between people is at an all-time low.

more: ten ways to make your business irresistible | 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.

so you might want to think about redirecting a portion of your marketing attention on your existing client base instead of networking for new clients.

i’ve met a lot of business owners who have trouble getting their employees to sell while they’re on-site, and i’ve also heard from some customers who’ve remarked that their vendors don’t stay in touch with them. so here are some tips to mine the pot of gold that lies right before you: your current clients who already trust you and are eager to hear about new solutions that will ease their pain and problems.
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ten ways to make your business irresistible

magnet drawing in three people

draw new clients in like a magnet.

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

if you’re an expert at something, don’t be the best-kept secret on your block. get the word out about what you can offer others, and one way to do that easily, especially if you’re an accountant, is to build your reputation.

more: eleven ways to serve clients even better | 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 | beyond compliance: six tips for adding value | track six figures to test your marketing | when you don’t know what you don’t know
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are 10 quick tips to boost yours.

1. get credentialed, certified or educated. a good credential – and the cpa is pretty much the gold standard – will get you instant credibility with your prospects and clients. you are simply treated better and respected more when you’ve earned a credential that others recognize.
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eleven ways to serve clients even better

businessman standing outside the office on the phone with coffee

improve your relationships and your revenue.

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.

here are 11 ways you can add value to your existing services that will enable you to stand out from the competition, serve the client better and put more green in your bank account.

more: give to receive, and eight more ways to boost sales | 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.

as you go through the list, check them off to see which ones you are doing, and which ones sound good to add to your business.
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give to receive, and eight more ways to boost sales

confident businesswoman handing man a business card in networking session

these tips work for referrals, too.

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

networking is an essential part of building your business.

whether you network locally, nationally or internationally, there are some tips that are common to all businesses:

more: five ways to target the low-hanging fruit | 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? | generative ai: should you avoid it or adopt it? | want better clients? here’s how | get your name in the news
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

1. be crystal clear about what you do and how people can use you. also know exactly who your ideal client is in case you’re asked. if you don’t do this, you’ll leave people scratching their heads about you and they won’t know how to connect with you even if they want to.
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five ways to target the low-hanging fruit

ripe apples are hanging on a branch covered with first snow

easy tips you can implement right now.

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

if business has slowed for you, it’s not just you. with people finishing their holiday preparations, getting ready for school vacations and trying to keep from falling to the latest batch of colds making the rounds, it’s all most of us can do to stay on our routines.

more: eight ways to build busy-season stamina | five things that clients don’t know about accountants | you’re missing 60% of your revenue | beyond compliance: six tips for adding value | track six figures to test your marketing | eight things to give new clients | four ways small firms can beat large ones | five emotional skills for entrepreneurs | transform your marketing with crm | five kinds of small thinking | five tests: how open are you to change?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

as entrepreneurs, we still need to make payroll, meet our budget goals and get enough cash in to keep our doors open. so how can we cash in on the low-hanging fruit?
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eight ways to build busy-season stamina

attitude is key, but can only do so much.

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

busy season is just around the corner. can you feel the excitement? or the dread?

here are eight ways to boost your stamina and minimize burnout for those of you who are working long hours in the weeks ahead.

more: five things that clients don’t know about accountants | 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 | five ways to acquire more clients | five stages of any business | put your linkedin profile to work | what’s in a (domain) name? plenty
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

1. understand the physical limitations of “willpower.”

according to scientists, our willpower is replenished every morning after a good night’s sleep. it’s strongest in the morning (even if you’re an evening person like me), and it wanes throughout the day. the more stress you’re under, the faster it depletes during the day, and sometimes your willpower runs out before the day does.
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