using excel spreadsheets, with a bunch of numbers, adding in some deadlines, and creating a very organized process, is just how we accountants like things.
by sandi leyva
the complete guide to marketing for tax & accounting firms
it’s quite common for accounting firms – even the regionals – to have no marketing plan in place.
more: five things clients have taught me | beyond compliance: what more you can provide | the biggest seo secret of all: google business listings | five ways to get better clients | how clients get underserved and accountants get underpaid
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the marketing plan might very well be, “get as many referrals as we can.”
or it might be a number for each partner – which is not a marketing plan.
or it might be, “if it’s not busy season, i’ll go to my networking group.”
none of these are plans. they are individual marketing tasks and components.
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