marketing

consider hiring a sales director

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businesswoman shaking hands across desk with man in officewhat is the best use of your skill set?

by martin bissett

as a partner in an accounting practice, your average day (if there even is such a thing as an average day) is fraught with many calls on your time: producing client work, management of the team, checking the processes, following up unpaid bills and more. and that doesn’t even account for all the personal things you need to achieve every day.

more on business development: understand the dna of business development success | before the sales meeting | your perception vs. your client’s reality | do you deliver on your website’s promises? | lowballing is undervaluing yourself | appraise your prospects | the science of pipelines | do you have a pipeline or just a list? | develop the habit of consistency | prepare your next generation of professionals | overcome recurring fee apathy | banish the idea that selling is difficult | how to win your first client | 5 ways to make selling easier to swallow | you’re selling all the time

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

so the thought of adding another skill, that of managing the sales process, might feel like the straw that broke the camel’s back. if that’s how you are feeling, here is some food for thought.
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determine your target audience

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hand circling one of multiple outlines of different person typesyour ideal client directs what platform you use.

by becky livingston
the accountant’s social media handbook

choosing your social media platform based solely on trends will get you to spend more time and money than you may need. it’s important to know where your target audience is and who they are before jumping into any social media efforts.

more on social media: what is social media? | how social media works with accountants’ top 5 marketing goals

any good social media or marketing person will ask you who your target audience is before doing any work for you. if he/she does not, that’s a red flag.
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back to basics: 25 ways to grow your practice

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sprout growing on money pile of glass jar bankhow many are you doing? what would you add?

by august aquila
creating the effective partnership

sometimes the best way to grow a practice is to return to the basics – no fancy marketing campaigns, just some good old fashioned face-to-face contact and working your existing client base.

more for pro members: 24 points for after the deal is done  |   innovate or die | 3 ways to halt a poor leader | partners love, hate leadership | 8 questions that staff ask in a merger | the 4 best ways to use your senior partners | 11 steps to building a better partnership team

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here’s a list of 25 ideas for growing your practice. how many are you currently doing? read more →

how social media works with accountants’ top 5 marketing goals

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this is how clients find you now.

by becky livingston

in today’s world of cpa firms, marketing has taken a leap from the back seat to a seat at the strategic table.

more on social media: social media marketing for cpas [video] | how to engage with social media influencers | marketing for mobile | how social media affects seo | social media campaign 101 | why use social media for marketing? | 12 seo myths | quick tip: accelerated mobile pages | why you need an ssl certificate now | why tracking urls are so important | what goes into a buyer persona? | what is seo and why is it important?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

with more and more firms focusing on marketing efforts, it makes a cpa wonder, “how does my firm continue to stay ahead of the curve to attract clients and to move the firm higher on its journey to increasing lead generation?”

social media marketing is one solution.

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30 smart marketing and growth questions

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illustration of marketing strategy

drill down on what is working and what isn’t.

by marc rosenberg
cpa firm retreats

it’s always a good time to ask the right questions of your marketing strategy is always. but most firms save the heavy lifting for their annual retreats.

before formally beginning the discussion part of the session, it’s always a good idea to begin by asking participants what they want to be sure to cover.

more on retreats: how marketing for cpa firms is different | how to take action after a retreat | 12 simple rules for a retreat | leave your retreat with a to do list | retreats are no place for clowns | retreat logistics: how long, what kind? | why do cpa firms conduct retreats?

as issues are suggested, write them down on a flipchart.

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how marketing for cpa firms is different

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dart on a target on a mobile phonebonus checklists: 32 aspects of a marketing budget. 16 ways to establish name recognition and credibility. plus leading cpa firm specialty services and industry niches.

by marc rosenberg
cpa firm retreats

what’s a commodity?

evian – naïve spelled backward

starbucks – premium coffee – “it’s beans and water!”

lettuce – put it in a bag, cut it up, wash it, put in croutons, packet of dressing…

more on retreats: why create a marketing plan? | thinking of merging? discuss it at a retreat | how to take action after a retreat | 12 simple rules for a retreat | leave your retreat with a to do list | every retreat needs a leader, but who? | retreats are no place for clowns | who should participate in a retreat? | retreat logistics: how long, what kind? | what should cpa firms discuss at retreats? | why do cpa firms conduct retreats?

if companies can take these commodities and turn them into premium products, why can’t cpas? 
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caragher launches capstone community

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capstone marketing, which is operated by 卡塔尔世界杯常规比赛时间 contributor jean caragher, is rolling out the capstone community, a new network of managing partners interested in education and collaboration in cpa firm growth and client retention. a two-year program that will … continued

the 6 elements to sustainable growth for cpa firms

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hand holding a rising arrow, representing business growth.

the signs that you’re heading in the right direction.

by gale crosley
crosley+co.

i’ve talked a good deal about sustainable growth lately. and i’m often asked how i know if a firm can achieve it. the answer is to look for the common indicators. it’s relatively easy to know if your firm is growing. but how do you know that the growth you’re experiencing is sustainable? what are the signs that it will last beyond this year?

firms that are consistent performers demonstrate common elements of sustainable growth. those elements are integrated seamlessly in the best firms. here’s what i look for:

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4 marketing strategies to use right now

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middleton
middleton

and one pitfall to avoid.

by wesley middleton
middleton raines llp

in my profession, i have always believed we were not on the cutting edge of marketing. expert after expert, firm after firm and seminar after seminar suggested the same old process and the same tired advice. so i set out to write new rules about marketing and business development for cpas, but that could apply to other businesses also.

more: how to use guerrilla emotional leadership | do not embrace these changes | why my people take 5 days off (yes, in a row) | four major misconceptions about millennials

with the support, patience and input of my partners, we did it. and here are some of the things i learned to do or not do.

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3 apps to automate business networking

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high quality 3d render of a robot hand touching a human hand, representing the relationship between human and artificial intelligence. dramatic orange overcast sky.

new technologies harvest social media data, suggest how to write the perfect follow-up email, and schedule appointments.

by hitendra patil

have you found yourself attending a networking meeting and spending most of the time with just one or two persons you already know? you are not alone! it’s challenging to get the communication started and going. it is an even more daunting task to make killer impressions and walk out with connections that will help you and your business.

more on the entrepreneurial accountant:  the 5 most common marketing blunders accountants make |  linkedin adds messaging. finally!  |   re-learning the lingo of the accounting business  |  how the “1099 economy” will transform accounting  |  what cpa firms could learn from google’s alphabet  |  summer reading list: five great books for the five lives of a busy accountant  |  four signs the uberization of accounting has already begun  |  management guru chester elton on success  |  savvy cpas focus on the constants  |  more

but that’s where new technology comes into the picture. you don’t have to the best-dressed person in the room, nor the smoothest talking or most knowledgeable. you just need to have the best appetite! let me explain, rather, reveal, some powerful information that can totally transform how you network. from thousands of apps and websites that i have personally tested, here are three that could make you a networking hero.

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need more business? focus on referrals

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sandi leyva and michelle long
leyva and long

a quick spreadsheet can show you where your money comes from now – and the best next targets.

by sandi leyva and michelle long
the ultimate accounting virtual conference

for those who need more business, boosting referrals is the cheapest way. so when we start to look at our marketing from a strategic standpoint, referrals is the channel we want to maximize.

if you’re thinking, “okay, how do i lower mymarketing cost? is that even an option? we spend a lot of time lowering our other expenses so why not lower our marketing costs?

there is an order on how to use marketing based on what is the most effective for professional services, and referrals is one of the cheapest ways we can add additional new clients without spending a lot of money on marketing.

start with a spreadsheet

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