{"id":28878,"date":"2013-08-09t09:42:01","date_gmt":"2013-08-09t13:42:01","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=28878"},"modified":"2015-08-12t23:19:38","modified_gmt":"2015-08-13t03:19:38","slug":"the-seven-simple-components-of-a-marketing-plan-for-accountants","status":"publish","type":"post","link":"\/\/www.g005e.com\/2013\/08\/09\/the-seven-simple-components-of-a-marketing-plan-for-accountants\/","title":{"rendered":"the seven essential components of a simple marketing plan for accountants"},"content":{"rendered":"<p><strong>start with an excel spreadsheet.<\/strong><\/p>\n<p><em>by sandi smith leyva, cpa<\/em><\/p>\n<p>it\u2019s quite common for accounting firms \u2014 even the regionals \u2014 to have no marketing plan in place. the marketing plan might very well be, \u201cget as many referrals as we can.\u201d or it might be a number for each partner \u2014 which is not a marketing plan. or it might be, \u201cif it\u2019s not busy season, i\u2019ll go to my networking group.\u201d none of these are plans. they are individual marketing tasks and components.<\/p>\n<p>the number of companies that do not have fully functioning\u00a0marketing plans\u00a0is certainly not surprising because marketing by cpas was illegal \u2013 and considered quite sleazy \u2014 in most u.s. states until about the 1970s. so we are a profession that has always been behind on our marketing skills.<\/p>\n<p>now that most of us need to market, the relief is we can do it on our terms, using excel spreadsheets, with a bunch of numbers, adding in some deadlines, and creating a very organized process, just how we accountants like things.<\/p>\n<p>so here are seven components of the kind of marketing plans i like to create. we\u00a0start\u00a0with an excel spreadsheet. <a href=\"\/\/www.g005e.com\/2013\/08\/09\/the-seven-simple-components-of-a-marketing-plan-for-accountants\/#more-28878\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p><strong>start with an excel spreadsheet.<\/strong><\/p>\n<p><em>by sandi smith leyva, cpa<\/em><\/p>\n<p>it\u2019s quite common for accounting firms \u2014 even the regionals \u2014 to have no marketing plan in place. the marketing plan might very well be, \u201cget as many referrals as we can.\u201d or it might be a number for each partner \u2014 which is not a marketing plan. or it might be, \u201cif it\u2019s not busy season, i\u2019ll go to my networking group.\u201d none of these are plans. they are individual marketing tasks and components.<\/p>\n<p>the number of companies that do not have fully functioning\u00a0marketing plans\u00a0is certainly not surprising because marketing by cpas was illegal \u2013 and considered quite sleazy \u2014 in most u.s. states until about the 1970s. so we are a profession that has always been behind on our marketing skills.<\/p>\n<p>now that most of us need to market, the relief is we can do it on our terms, using excel spreadsheets, with a bunch of numbers, adding in some deadlines, and creating a very organized process, just how we accountants like things.<\/p>\n<p>so here are seven components of the kind of marketing plans i like to create. we\u00a0start\u00a0with an excel spreadsheet. <a href=\"\/\/www.g005e.com\/2013\/08\/09\/the-seven-simple-components-of-a-marketing-plan-for-accountants\/#more-28878\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"author":1345,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[5,3120],"tags":[79],"class_list":["post-28878","post","type-post","status-publish","format-standard","hentry","category-outlook","category-pro-member-exclusive","tag-marketing","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v24.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>the seven essential components of a simple marketing plan for accountants - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2013\/08\/09\/the-seven-simple-components-of-a-marketing-plan-for-accountants\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"the seven essential components of a simple marketing plan for accountants - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" content=\"\/\/www.g005e.com\/2013\/08\/09\/the-seven-simple-components-of-a-marketing-plan-for-accountants\/\" \/>\n<meta property=\"og:site_name\" content=\"卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/cpatrendlines\" \/>\n<meta property=\"article:published_time\" content=\"2013-08-09t13:42:01+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2015-08-13t03:19:38+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/02\/cpa-trendlines-logo-square-e1467216200269-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"200\" \/>\n\t<meta property=\"og:image:height\" content=\"136\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"sandi smith leyva\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@cpa_trendlines\" \/>\n<meta name=\"twitter:site\" content=\"@cpa_trendlines\" \/>\n<meta name=\"twitter:label1\" content=\"written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"sandi smith leyva\" \/>\n\t<meta name=\"twitter:label2\" content=\"est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"article\",\"@id\":\"\/\/www.g005e.com\/2013\/08\/09\/the-seven-simple-components-of-a-marketing-plan-for-accountants\/#article\",\"ispartof\":{\"@id\":\"\/\/www.g005e.com\/2013\/08\/09\/the-seven-simple-components-of-a-marketing-plan-for-accountants\/\"},\"author\":{\"name\":\"sandi smith leyva\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/97b5f3c5dcc3dbdd8b899f273362a411\"},\"headline\":\"the seven essential components of a simple marketing plan for accountants\",\"datepublished\":\"2013-08-09t13:42:01+00:00\",\"datemodified\":\"2015-08-13t03:19:38+00:00\",\"mainentityofpage\":{\"@id\":\"\/\/www.g005e.com\/2013\/08\/09\/the-seven-simple-components-of-a-marketing-plan-for-accountants\/\"},\"wordcount\":594,\"commentcount\":0,\"publisher\":{\"@id\":\"\/\/www.g005e.com\/#organization\"},\"keywords\":[\"marketing\"],\"articlesection\":[\"outlook &amp; analysis\",\"pro member exclusive\"],\"inlanguage\":\"en-us\",\"potentialaction\":[{\"@type\":\"commentaction\",\"name\":\"comment\",\"target\":[\"\/\/www.g005e.com\/2013\/08\/09\/the-seven-simple-components-of-a-marketing-plan-for-accountants\/#respond\"]}]},{\"@type\":\"webpage\",\"@id\":\"\/\/www.g005e.com\/2013\/08\/09\/the-seven-simple-components-of-a-marketing-plan-for-accountants\/\",\"url\":\"\/\/www.g005e.com\/2013\/08\/09\/the-seven-simple-components-of-a-marketing-plan-for-accountants\/\",\"name\":\"the seven essential components of a simple marketing plan for accountants - 卡塔尔世界杯常规比赛时间\",\"ispartof\":{\"@id\":\"\/\/www.g005e.com\/#website\"},\"datepublished\":\"2013-08-09t13:42:01+00:00\",\"datemodified\":\"2015-08-13t03:19:38+00:00\",\"description\":\"actionable intelligence for tax, accounting, and financial professionals\",\"breadcrumb\":{\"@id\":\"\/\/www.g005e.com\/2013\/08\/09\/the-seven-simple-components-of-a-marketing-plan-for-accountants\/#breadcrumb\"},\"inlanguage\":\"en-us\",\"potentialaction\":[{\"@type\":\"readaction\",\"target\":[\"\/\/www.g005e.com\/2013\/08\/09\/the-seven-simple-components-of-a-marketing-plan-for-accountants\/\"]}]},{\"@type\":\"breadcrumblist\",\"@id\":\"\/\/www.g005e.com\/2013\/08\/09\/the-seven-simple-components-of-a-marketing-plan-for-accountants\/#breadcrumb\",\"itemlistelement\":[{\"@type\":\"listitem\",\"position\":1,\"name\":\"home\",\"item\":\"\/\/www.g005e.com\/\"},{\"@type\":\"listitem\",\"position\":2,\"name\":\"outlook &amp; analysis\",\"item\":\"\/\/www.g005e.com\/category\/outlook\/\"},{\"@type\":\"listitem\",\"position\":3,\"name\":\"the seven essential components of a simple marketing plan for accountants\"}]},{\"@type\":\"website\",\"@id\":\"\/\/www.g005e.com\/#website\",\"url\":\"\/\/www.g005e.com\/\",\"name\":\"卡塔尔世界杯常规比赛时间\",\"description\":\"actionable intelligence for the tax, accounting and finance community\",\"publisher\":{\"@id\":\"\/\/www.g005e.com\/#organization\"},\"potentialaction\":[{\"@type\":\"searchaction\",\"target\":{\"@type\":\"entrypoint\",\"urltemplate\":\"\/\/www.g005e.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"propertyvaluespecification\",\"valuerequired\":true,\"valuename\":\"search_term_string\"}}],\"inlanguage\":\"en-us\"},{\"@type\":\"organization\",\"@id\":\"\/\/www.g005e.com\/#organization\",\"name\":\"卡塔尔世界杯常规比赛时间 research\",\"alternatename\":\"cpatrendlines\",\"url\":\"\/\/www.g005e.com\/\",\"logo\":{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg\",\"contenturl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg\",\"width\":1600,\"height\":350,\"caption\":\"卡塔尔世界杯常规比赛时间 research\"},\"image\":{\"@id\":\"\/\/www.g005e.com\/#\/schema\/logo\/image\/\"},\"sameas\":[\"https:\/\/www.facebook.com\/cpatrendlines\",\"https:\/\/x.com\/cpa_trendlines\",\"https:\/\/www.linkedin.com\/groups\/115382\/\",\"https:\/\/www.youtube.com\/cpatrendlines\"]},{\"@type\":\"person\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/97b5f3c5dcc3dbdd8b899f273362a411\",\"name\":\"sandi smith leyva\",\"image\":{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/10\/sandi-leyva-2017-100x100.jpg\",\"contenturl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/10\/sandi-leyva-2017-100x100.jpg\",\"caption\":\"sandi smith leyva\"},\"description\":\"sandi smith leyva, cpa.citp, helps small business owners get more clients, boost their revenues, and achieve their dreams using painless, low-cost marketing strategies.\",\"url\":\"\/\/www.g005e.com\/author\/sandi-leyva\/\"}]}<\/script>\n<!-- \/ yoast seo plugin. -->","yoast_head_json":{"title":"the seven essential components of a simple marketing plan for accountants - 卡塔尔世界杯常规比赛时间","description":"actionable intelligence for tax, accounting, and financial professionals","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"\/\/www.g005e.com\/2013\/08\/09\/the-seven-simple-components-of-a-marketing-plan-for-accountants\/","og_locale":"en_us","og_type":"article","og_title":"the seven essential components of a simple marketing plan for accountants - 卡塔尔世界杯常规比赛时间","og_description":"actionable intelligence for tax, accounting, and financial professionals","og_url":"\/\/www.g005e.com\/2013\/08\/09\/the-seven-simple-components-of-a-marketing-plan-for-accountants\/","og_site_name":"卡塔尔世界杯常规比赛时间","article_publisher":"https:\/\/www.facebook.com\/cpatrendlines","article_published_time":"2013-08-09t13:42:01+00:00","article_modified_time":"2015-08-13t03:19:38+00:00","og_image":[{"width":200,"height":136,"url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/02\/cpa-trendlines-logo-square-e1467216200269-1.png","type":"image\/png"}],"author":"sandi smith leyva","twitter_card":"summary_large_image","twitter_creator":"@cpa_trendlines","twitter_site":"@cpa_trendlines","twitter_misc":{"written by":"sandi smith leyva","est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"article","@id":"\/\/www.g005e.com\/2013\/08\/09\/the-seven-simple-components-of-a-marketing-plan-for-accountants\/#article","ispartof":{"@id":"\/\/www.g005e.com\/2013\/08\/09\/the-seven-simple-components-of-a-marketing-plan-for-accountants\/"},"author":{"name":"sandi smith leyva","@id":"\/\/www.g005e.com\/#\/schema\/person\/97b5f3c5dcc3dbdd8b899f273362a411"},"headline":"the seven essential components of a simple marketing plan for accountants","datepublished":"2013-08-09t13:42:01+00:00","datemodified":"2015-08-13t03:19:38+00:00","mainentityofpage":{"@id":"\/\/www.g005e.com\/2013\/08\/09\/the-seven-simple-components-of-a-marketing-plan-for-accountants\/"},"wordcount":594,"commentcount":0,"publisher":{"@id":"\/\/www.g005e.com\/#organization"},"keywords":["marketing"],"articlesection":["outlook &amp; analysis","pro member exclusive"],"inlanguage":"en-us","potentialaction":[{"@type":"commentaction","name":"comment","target":["\/\/www.g005e.com\/2013\/08\/09\/the-seven-simple-components-of-a-marketing-plan-for-accountants\/#respond"]}]},{"@type":"webpage","@id":"\/\/www.g005e.com\/2013\/08\/09\/the-seven-simple-components-of-a-marketing-plan-for-accountants\/","url":"\/\/www.g005e.com\/2013\/08\/09\/the-seven-simple-components-of-a-marketing-plan-for-accountants\/","name":"the seven essential components of a simple marketing plan for accountants - 卡塔尔世界杯常规比赛时间","ispartof":{"@id":"\/\/www.g005e.com\/#website"},"datepublished":"2013-08-09t13:42:01+00:00","datemodified":"2015-08-13t03:19:38+00:00","description":"actionable intelligence for tax, accounting, and financial professionals","breadcrumb":{"@id":"\/\/www.g005e.com\/2013\/08\/09\/the-seven-simple-components-of-a-marketing-plan-for-accountants\/#breadcrumb"},"inlanguage":"en-us","potentialaction":[{"@type":"readaction","target":["\/\/www.g005e.com\/2013\/08\/09\/the-seven-simple-components-of-a-marketing-plan-for-accountants\/"]}]},{"@type":"breadcrumblist","@id":"\/\/www.g005e.com\/2013\/08\/09\/the-seven-simple-components-of-a-marketing-plan-for-accountants\/#breadcrumb","itemlistelement":[{"@type":"listitem","position":1,"name":"home","item":"\/\/www.g005e.com\/"},{"@type":"listitem","position":2,"name":"outlook &amp; analysis","item":"\/\/www.g005e.com\/category\/outlook\/"},{"@type":"listitem","position":3,"name":"the seven essential components of a simple marketing plan for accountants"}]},{"@type":"website","@id":"\/\/www.g005e.com\/#website","url":"\/\/www.g005e.com\/","name":"卡塔尔世界杯常规比赛时间","description":"actionable intelligence for the tax, accounting and finance community","publisher":{"@id":"\/\/www.g005e.com\/#organization"},"potentialaction":[{"@type":"searchaction","target":{"@type":"entrypoint","urltemplate":"\/\/www.g005e.com\/?s={search_term_string}"},"query-input":{"@type":"propertyvaluespecification","valuerequired":true,"valuename":"search_term_string"}}],"inlanguage":"en-us"},{"@type":"organization","@id":"\/\/www.g005e.com\/#organization","name":"卡塔尔世界杯常规比赛时间 research","alternatename":"cpatrendlines","url":"\/\/www.g005e.com\/","logo":{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/#\/schema\/logo\/image\/","url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg","contenturl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg","width":1600,"height":350,"caption":"卡塔尔世界杯常规比赛时间 research"},"image":{"@id":"\/\/www.g005e.com\/#\/schema\/logo\/image\/"},"sameas":["https:\/\/www.facebook.com\/cpatrendlines","https:\/\/x.com\/cpa_trendlines","https:\/\/www.linkedin.com\/groups\/115382\/","https:\/\/www.youtube.com\/cpatrendlines"]},{"@type":"person","@id":"\/\/www.g005e.com\/#\/schema\/person\/97b5f3c5dcc3dbdd8b899f273362a411","name":"sandi smith leyva","image":{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/#\/schema\/person\/image\/","url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/10\/sandi-leyva-2017-100x100.jpg","contenturl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/10\/sandi-leyva-2017-100x100.jpg","caption":"sandi smith leyva"},"description":"sandi smith leyva, cpa.citp, helps small business owners get more clients, boost their revenues, and achieve their dreams using painless, low-cost marketing strategies.","url":"\/\/www.g005e.com\/author\/sandi-leyva\/"}]}},"_links":{"self":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/28878","targethints":{"allow":["get"]}}],"collection":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/users\/1345"}],"replies":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/comments?post=28878"}],"version-history":[{"count":0,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/28878\/revisions"}],"wp:attachment":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/media?parent=28878"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/categories?post=28878"},{"taxonomy":"post_tag","embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/tags?post=28878"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}