two steps to easy cross-sells

start with a spreadsheet.

by sandi smith, cpa
accountant’s accelerator

here’s a great spreadsheet exercise you can do to identify what i call “low-hanging fruit,” which means added revenue that will not take too much time or money to go after.

open excel, and start a worksheet from the sales numbers in your accounting system.

more at 卡塔尔世界杯常规比赛时间 for soloists and small firms:    the hot new tech product for automated data entry  |  five value-add service areas to take you beyond bookkeeping  |  six money-making strategies to take you beyond quickbooks   | 10 ways to add a “money maker” hour to your day   |  11 sources of wealth we can celebrate   |  nine value-adds to command a higher fee   |  how to design your business around your strengths

read more →

don’t confuse marketing with a true growth strategy

practice growth is a delicate balance of art, science, intuition and diligence. one thing it isn’t, however, is marketing.

by gale crosley
crosley+company

marketing can be a powerful lever to fuel business expansion. but alone, it will not take you where you want to go. marketing helps till the soil of growth. at the end of the day, however, tilled soil with no seeds taking root is pretty much a useless pile of dirt.

well-intentioned firms often invest a great deal of money in marketing and wonder why it doesn’t result in growth. one reason is that what they’re really spending on is unrelated marketing activities (or tactics) rather than on growth strategies.

it’s an essential distinction that can make all the difference in your efforts.

in this report:

  • the three elements at the foundation of growth strategies
  • three steps to create a comprehensive strategy

recommended reading:

read more →

five value-add service areas to take you beyond bookkeeping

by sandi smith, cpa
accountant’s accelerator

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.

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?

more at 卡塔尔世界杯常规比赛时间 for soloists and small firms:  six money-making strategies to take you beyond quickbooks   | proactive ways to get more referrals   |  the three biggest money leaks in your practice   |  new client opportunities with mobile apps   |  six questions to launch your summer strategy sessions   |  what most accountants miss in the five simple steps to get more clients   |  10 ways to add a “money maker” hour to your day   |  11 sources of wealth we can celebrate   |  nine value-adds to command a higher fee   |  how to design your business around your strengths

here are five areas to consider offering beyond bookkeeping that will help your clients see you as a good investment rather than as an expense. read more →

proactive ways to get more referrals

by sandi smith leyva, cpa
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: read more →

the managing partner’s secret weapon in change management

august-aquila-headshot-large-copy-150x150
august aquila

by august aquila
author of “leadership at its strongest”
and “how to engage partners in the firm’s future

research shows that managing partners and marketing directors are still facing some major challenges when it comes to getting their firms to implement change. why?

here are four key issues firm leaders today face.

1. getting partners to buy in.
2. creating a firm vision that gets all partners on the same page.
3. helping develop a culture of accountability.
4. being asked to accomplish too many goals.

when the managing partner and the chief marketing officer work together they have a better chance of being successful in these areas. you may ask what do these four factors have to do with the marketing director? and i would answer – everything.

overcoming these four issues will make the firm more competitive, efficient and profitable. here’s how the best managing partners work with their marketing directors: read more →

9 ways to slash your firm’s marketing budget

how to get more for your buck while controlling costs.

by jean caragher

rarely have two forces collided in the accounting business with more force than the way new business development is crashing into cost-control.

but you can, indeed, have it both ways. that is if you know how to manage your marketing costs and ascertain marketing roi.

here are nine strategies for getting more bang for your marketing buck. read more →