the 7 fundamentals of getting clients with social media

h…but only if you’ve done everything else first.

by sandi smith leyva the accountant’s accelerator 

it’s likely your friends and peers are urging you to get on the social media bandwagon. hearing about social media is unavoidable these days. we have many clients who feel stressed about the whole topic. the stress or guilt comes in when they don’t really want to do it but their friends keep urging them to.

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more on small-firm growth strategies: 5 ways to attract higher-quality clients   |   6 biz dev metrics accountants should measure  |  5 areas to improve client acquisition success  |  are accountants newsworthy? you bet!  |  when accountants don’t know they don’t know  |  seven hot lead generation methods for accountants   |  what stage of business are you in?  |  8 essential ingredients for your new client welcome kit  |  4 ways small firms can surpass larger firms  |   rebuttal: the 3 most unused marketing methods for accountants

i like to take a contrarian view with social media: i believe it’s not a cost-effective marketing tool for a majority of accountants. nevertheless, there are some very important exceptions where it can pay off big. here are some ideas just in case you can’t resist getting started in social media.

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5 ways to attract higher-quality clients

arrow hits target bulls eyefinding the sweet-spot for your target client.

by sandi smith leyva
the accountant’s accelerator

many accountants serve clients with extremely small businesses that gross six figures a year or even less. these clients are prone to being price-sensitive and often struggle with budgets and cash flow. if you’re serving these clients, you’re definitely meeting an important need in the marketplace, but you may also start to question your own prices, or worse, under-price your services. read more →

all great strategy starts with “why”

what do we want people to know, think or feel as a result of our internal communications efforts, and why? by bruce w. marcus the answers to these questions are the foundation for any communications activity, internal or external. they … continued

a real-world approach for the smaller firm

the myth of “niche marketing.” by bruce w. marcus there is much ado, these days, about niche marketing and target marketing and using mailing lists and knowledge management. how does it all come together to make sense for the smaller … continued

6 biz dev metrics accountants should measure

business diagramme with magnifying glass, workplace businessman.yes, you can do marketing with a spreadsheet and a checklist.

by sandi smith leyva
the accountant’s accelerator

one way to help accountants embrace marketing is to fill training sessions with spreadsheets and numbers, things that most accountants love working on. there’s a lot of insecurity around learning marketing, but when accountants hear they need to do some spreadsheets first, they dive right in.

more on small-firm growth strategies: 5 areas to improve client acquisition success  |  are accountants newsworthy? you bet!  |  when accountants don’t know they don’t know  |  seven hot lead generation methods for accountants   |  what stage of business are you in?  |  8 essential ingredients for your new client welcome kit  4 ways small firms can surpass larger firms  |   rebuttal: the 3 most unused marketing methods for accountants

here are six numbers we suggest you track: read more →

your clients love you? what if you’re wrong?

a short discourse on random and statistical risk. by bruce w. marcus professional services marketing 3.0 risks are different in context and magnitude. a good mathematician can often statistically quantify the boundaries of risk, such as telling you that one … continued

managing risk in client relations

wishful thinking? by bruce w. marcus professional services marketing 3.0 卡塔尔世界杯常规比赛时间 research has uncovered the startling fact of the wide disparity between how accounting firm management perceives their own performance and how their clients see their performance. (join the … continued

the secret formula for getting new clients

the 16-step plan to focus on landing one new client at a time. by bruce w. marcus professional services marketing 3.0 here’s a little secret about accounting marketing: it always comes down to selling the individual clients – one by one. more … continued