why skipping ahead is costly.
by sandi leyva
the accountant’s accelerator
there are five simple steps to getting more clients. but guess what? most accountants make a big mistake along the way.
more on small-firm growth strategies: prospects like a little wooing | do you want to do compliance your whole career? | 5 skills to grow your practice | is it time to reboot your practice? | how a spreadsheet can help stop leaks | 3 ways to get to ‘yes’ with prospects | design your business around your strengths | two daily rituals: focus and measure | how to work the same hours and make more money
first, here are the five steps to get more clients:
7 ways to set yourself apart from the competition.
by sandi leyva
the accountant’s accelerator
as the competition for clients heats up, it’s time to pull out all the stops and make your prospect feel like you’ve rolled out the red carpet.
more on small-firm growth strategies: do you want to do compliance your whole career? | 5 skills to grow your practice | 3 ways to get to ‘yes’ with prospects | 5 cool ways to streamline data sharing | 3 tips for following up with prospects | if you don’t develop your business, who will? | 11 ways to add value for clients | 5 things you know that clients don’t | 8 must-haves for a prospect kit | if you’re a ‘best-kept secret’ cut it out!
how can you do that? here are seven ways to wow your prospect and help them decide you’re the perfect vendor for them.
leverage your knowledge.
by michelle long and sandi leyva
the ultimate accounting virtual conference
marketing has changed in the last 30 years. one lead generation channel is reputation.
buyers really value industry expertise. as a matter of fact, studies show we underestimate the buyer when it comes to valuing industry expertise. that means as accountants we need to promote our expertise more than what we’re doing. building a reputation is part of that and you can do that a lot of different ways.
more small firm growth strategies: 3 killer lead generation channels | your existing clients are your best leads | need more business? focus on referrals
the real magic comes when you combine them.
by sandi leyva and michelle long
the first step is knowing who you want. (hint: it’s not “everyone.”)
by sandi leyva
the accountant’s accelerator
there are many great things about getting 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.
unfortunately, many business owners 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:
more on small-firm growth strategies: 9 ways to boost your value (and your fees) | 3 ways to get to ‘yes’ with prospects | how to calculate your ‘opportunity number’ | 3 tips for following up with prospects | 5 ways a deadline can help close a deal | draw new clients in like a magnet | 3 ways to test your revenue forecast | 8 must-haves for a prospect kit | if you’re a ‘best-kept secret’ cut it out! | four ways to stop leaving money on the table
1. know who you want.
the first step may seem obvious, but it’s important to know what type of client you’d like to do business with. many business owners say “everyone.” but if you say that, the reaction is that people don’t know of anyone. it’s counterintuitive, but it’s far better to provide a narrow description of an ideal referral than it is to ask for any old name. when your friends hear the detailed description, they can search their personal black book to see if anyone meets that criteria. you’re far more likely to get one or two great matches with detailed information than you will asking for anyone.
three ways to capture lost revenue.
by sandi leyva
the accountant’s accelerator
there are dozens (and maybe hundreds) of ways your practice can leak money.
more on small-firm growth strategies: 9 ways to boost your value (and your fees) | 3 ways to get to ‘yes’ with prospects | 5 cures for the summertime blues | design your business around your strengths | two daily rituals: focus and measure | 5 cool ways to streamline data sharing | how to calculate your ‘opportunity number’ | 9 ways accountants throw away profits | 5 ways a deadline can help close a deal | 7 ways to get new revenue from old clients | 11 ways to add value for clients | 3 ways to test your revenue forecast | how to work the same hours and make more money | if you’re a ‘best-kept secret’ cut it out! | four ways to stop leaving money on the table
here are three ideas that are fairly simple to implement and may be some great goals for you to consider.
… unless you want to grow your business.
by wesley middleton
middleton raines llp
this is not only directed at the profession of cpas of which i am a proud member, but to the clients we serve. i see so many posts on how we need to change and evolve that i am almost disgusted. we have what everyone wants: trust. the absolute trust of our clients. more than doctors, more than lawyers, more than any profession that i can think of. and we need to evolve? what we should do is not lose it!
related: why my people take 5 days off (yes, in a row) | four major misconceptions about millennials
well, yes, we do need to evolve. but not from the perspective of being more to our clients than what we are. it is our business model that must evolve as cpas.
read more →
it’s the key to 98 percent of your sales.
by sandi smith leyva
it seems there are hundreds of questions swirling around how to follow up with prospects.
more on small-firm growth strategies: 5 ways a deadline can help close a deal | if you don’t develop your business, who will? | 7 ways to get new revenue from old clients | draw new clients in like a magnet | 11 ways to add value for clients | 9 ways to increase sales through ‘power networking’ | 5 things you know that clients don’t | 3 ways to test your revenue forecast | 8 must-haves for a prospect kit | whip out the wow factor for clients | how to work the same hours and make more money
the raw truth is that very few people follow up at all. on average, only 2 percent of people buy on the first contact with a vendor.
so if you’re not following up, you’re walking away from 98 percent of your sales.
here are my tips to maximize sales and take the pain out of following up: read more →
news flash – the business model has changed.
more from crosley: the three elements of growth strategy [video] | defining the new business model [video] | the new growth evolution [video] | at the best firms, growth is no accident | jody padar’s new vision for the ‘new accounting’ | reality check: achieving world-class growth requires real-world intelligence | no shortcuts to sustainable growth | expand your vision and expand your business | leveraging leadership: a new way of looking at growth | are you creating a sustainable firm? | don’t confuse marketing with a true growth strategy | overcoming four imaginary barriers that limit cpa firm growth | how firms unleash the power of diamonds, cash cows and fat cats | how smart firms use market research | got leads? get real. learn how to qualify big opportunities | it’s a new generation in lead generation | four keys to success at seiler cpas | how accounting firms are re-building their sales pipelines | how to get started on ifrs in one easy step | 9 big ideas for turbulent times
try these 6 ideas to stop losing business to competitors.
by sandi smith leyva
it’s rare that i lose business to competitors, and it’s also not an accident.
more: stuck at home right now? here’s 100 good ideas to relieve the stress | how to lead in a crisis | how to think straight through the coronavirus crisis | 16 tech tools for working through the coronavirus | 7 tips to keep the clients you have | do you know your opportunity number? | 7 tips to boost your firm’s performance | 5 mistakes to avoid when seeking new clients
exclusively for pro members. log in here or 2022世界杯足球排名 today.
if you are losing business to your competitors, here are some strategies you can use to “become a category of one,” as they say in marketing.
read more →
exclusive to 卡塔尔世界杯常规比赛时间
tax and accounting firms across the nation are projecting in the new “national map survey of cpa firm statistics” steady revenue gains through the end of 2014 and into the new year.
a big chunk of cpa firms are increasing their reliance on consulting services as a fee generator during the profession’s third year of steady expansion in 2013, according to the report, best known as “the rosenberg survey” for its founder, 卡塔尔世界杯常规比赛时间 contributor marc rosenberg. read more →
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