what we know about what works. by bruce w. marcus professional services marketing 3.0 the fact remains, we know far less than we should about why, when or how people choose to do business with an accounting firm – or … continued
written to give you a fundamental understanding of how to use social media and digital marketing in your firm…
keep in mind: it takes up to six months before people get to know you well enough to refer you.
by sandi smith, cpa
卡塔尔世界杯常规比赛时间 / accountant’s accelerator
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 from sandi smith at 卡塔尔世界杯常规比赛时间:
• five things accountants take for granted that costs them revenue
• what’s in your new client funnel?
• what’s in your welcome kit for new prospects?
• five fun and easy ways to wow your clients
• six ways to give yourself a raise
• strategies to stop losing business to competitors
• five tips to manage your ‘overwhelm’ level
• easy ideas for a quick business boost
• four new mega-trend marketing strategies
• how to stop leaving money on the table
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 wanted to.
what we know that clients don’t even know they need.
by sandi leyva
i’m pretty sure that i am not the only accountant who has made the following mistakes with clients. here are a couple of ideas to help us remember what we know that the client doesn’t and why it costs us when we forget.
more sandi leyva: what’s in your new client funnel? | what’s in your welcome kit for new prospects? | five fun and easy ways to wow your clients | six ways to give yourself a raise | strategies to stop losing business to competitors | five tips to manage your ‘overwhelm’ level | easy ideas for a quick business boost | four new mega-trend marketing strategies | how to stop leaving money on the table
1. clients do not know how to evaluate our technical skills.
three simple questions to test your revenue forecast.
by sandi smith, cpa
accountant’s accelerator
you may have heard about the marketing funnel before. there are lots of variations, and i want to cover it in a way that helps us examine our mix of products, services, and prices.
the funnel can be pictured like a big “v.” at the top, wide-open part, there are a lot of prospects interested in your services and products. at the bottom, narrow part, there are a few select customers who buy the most from you.
see more from sandi smith at 卡塔尔世界杯常规比赛时间 (log in now or 2022世界杯足球排名 membership here):
what’s in your welcome kit for new prospects?
five fun and easy ways to wow your clients
six ways to give yourself a raise
strategies to stop losing business to competitors
five tips to manage your ‘overwhelm’ level
easy ideas for a quick business boost
four new mega-trend marketing strategies
how to stop leaving money on the table
near the top, you will have all of your lowest-cost offerings, perhaps those under $100. in the middle, your medium-priced products and services will be positioned, and at the narrow, bottom, you will have your most expensive offerings.
the funnel is a fairly simple concept; however, we can glean quite a bit if we ask ourselves these questions: read more →
is change coming too fast for firms to handle? by bruce w. marcus professional services marketing 3.0 i’m puzzled by the accounting firm that continues to function today as it did many decades ago – in so many areas, as … continued
choosing a crm system can be tricky. here are some pointers.
by becky livingston
when do you need crm? you know you need crm when your list of contacts has outgrown your rolodex. you remember what a rolodex is right? another indication is when you begin to forget important information about your clients, or you notice your communication with them has dwindled.
also consider crm when you are looking to increase sales as well as relationships with clients, in the end positively affecting the bottom line.
lastly, if you find yourself personalizing emails manually and/or do not have a clear idea of where you customer or lead is in the pipeline, you may need crm.
announced at the 2012 aam summit in partnership with the aicpa practitioners symposium and tech+ conference. see complete list of winners.
via aam
the association for accounting marketing distributed 38 marketing achievement awards (aam-maas) to 24 different firms in recognition of their outstanding achievements in the areas of accounting marketing and communications.
ten judges, including professionals in advertising, consulting, professional services and marketing, judged nearly 130 entries from 60 different firms in 20 different categories. each judge reviewed and judged entries in his/her area of expertise. accounting firms from all over the united states and canada competed. categories included branding, collateral, marketing campaigns, advertising, website, multimedia, internal programs, events, surveys, business development/lead generation and maverick marketing.
this was the 18th year that the annual awards were presented. recipients were announced at the 2012 aam summit in partnership with the aicpa practitioners symposium and tech+ conference, held in las vegas, nv on june 11, 2012. additional awards presented were rookie of the year awarded to kari reynolds, mgo; volunteer of the year awarded to laura sparks, creative sparks llc; marketer of the year awarded to donna erbs, anders, minkler & diehl llp; and hall of fame inductee awarded to chris perrino, barnes dennig.
here is a complete list of winners by category:
everything changes all the time, but not always the way we expect. be prepared. by bruce w. marcus professional services marketing 3.0 if you ask me where i live, i tell you that i live on the corner of x … continued
accountants pinpoint winning strategies and bottom-line results. join the survey; get the topline results.
by rick telberg
new 卡塔尔世界杯常规比赛时间 research conducted for the seven keys to successful cpa firm management program isolates at least three defining characteristics of peak performing accounting firms.
the research results, to be unveiled in a two-hour workshop, show that so-called sevenkeys leaders are:
the new research findings also reveal the winning strategies and tactics deployed by the leading firms. at the top of the list for sevenkeys leaders: networking, social media and blogging, public speaking, and website upgrades. workshop attendees will get the full survey results, apply the new benchmarks to their own practices using self-assessment scoresheets, and use a specially designed workbook to lay out action plans.
overall, the data seem to show that firms are narrowing their marketing efforts while generally increasing overall activity. and many accountants have been happy to share some of their secrets with 卡塔尔世界杯常规比赛时间.
here are a few: read more →
a new study by an email marketing agency for accounting firms finds that “bi-weekly newsletter launches are the most common sending frequency.”
some 44% of accounting firms launch email maketing blasts to clients, prospects and referral sources about every two weeks.
get the instant download: click here for the complete report (19 pages, pdf)
start with a vision for the role your business plays in your life. by rick telberg it’s said that most small businesses don’t last five years. but kudos to them; at least they tried. what concerns me are the nine … continued
40% of small businesses shun accountants. the reason: they’d rather handle accounting on their own.
instead of working with an accountant as a full business partner, most small businesses only look to them for specific services and support, such as accounting, bookkeeping, and taxes.