start with linkedin, advises larry bodine. law firms are cutting back on advertising and client feedback programs, according to a new survey by the lma. instead their highest law firm marketing priorities are proposals, business development coaching and training, and client … continued
make busy season into business development season. “firms need to look at the busy season as a stepping stone for 2010, while your clients are focused on taxes and accounting more than any other time,” according to john ezell’s prohorizons. … continued
two in three firms plan to boost biz-dev efforts. what’s working in accounting marketing today? join the survey; get the answers. by rick telberg both because of the business downturn and despite it, accounting firms are largely resisting the impulse … continued
biz dev takes center stage.
what’s working today in cpa firm growth strategies?
by rick telberg
the recession may or may not be officially ending, but savvy cpas and accounting firms aren’t planning for a return to “the good old days.”
instead, smart accountants are retooling their skills and overhauling their offices for the next new economy. at general electric, for instance, jeff immelt, the ceo who was once ge’s cfo and an accounting standards wonk, is calling it “the reset economy.” some, like intuit ceo brad smith, prefer to call it the “new normal.”
whatever you call it, you can’t just cut costs, lay off people and expect a routine “post-recession” comeback. this new economic picture may be much different than any in a lifetime.
“it’s not just about cost-cutting” according to mike ramos, cpa and author of the first book in a new aicpa “practice forward ” series, ride the bear: strategies for cpa firms to thrive, survive, and grow in a down economy (ride the bear). ramos, a consultant to cpa firms, has written nine books, most recently the aicpa audit guide, assessing and responding to audit risk in a financial statement audit, an authoritative interpretation of the risk assessment standards. read more →
michael mclaughlin, “the guerilla consultant,” says the question is “how?” “how do you know you have a problem?” mclaughlin says: the best consultants, and the top services sellers, resist the urge to talk about what they will do until they … continued
financial crash means tax season opportunities for savvy cpas. how’s your busy season so far? join the survey, compare results with your peers. by rick telberg lay-offs. cost-cutting. the stock market crash. global credit freeze. ruined retirements…. and then there’s … continued
learn what cpas are doing online: join the survey; get the answers. by rick telberg while many cpas are still getting used to the idea of blogs and instant messaging, many others are rushing to deploy the very newest, bleeding-edge … continued
closing deals by hosting seminars.jean caragher offers these key tips for successful seminar marketing from chris perrino, principal, business development, barnes dennig & co.: entertaining speakers outscore those with better content. send a “save the date” 6-8 weeks prior. send … continued
asking clients for feedback during these uncertain economic times can help to maintain strong, trust-based relationships with clients. “using a well-structured feedback tool to understand what clients need in a relationship with their advisors helps the advisor to do two … continued
some good advice for cpas dealing with the stock market crash. by rick telberg/at large gripped by the uncertainty and fear that comes with a stock-market crash and deepening recession, clients and individuals are turning to cpas for guidance and answers. cpas … continued
growth-minded cpas and firms can’t afford to retrench in times like these. an overflow crowd of cpas and marketing executives gathered in new york for the aicpa accounting firm marketing forum, produced in cooperation with members of the association of … continued
competitive cpa firms are increasingly turning to new strategies and technologies to attract and retain clients. by rick telberg five of the hottest new marketing strategies are illustrated in the current issue of marketrends, the newsletter of the association for … continued