the 4 marketing disciplines

how to deploy them as a framework for cpa firm practice development.

by marc rosenberg
the rosenberg practice management library

all marketing activities fall into one of four categories:

  1. protect and grow revenue from existing clients.
  2. identify and nurture referral sources.
  3. focus on a well-defined group of prospects; get new clients.
  4. support activities that complement those above.

we call these the four disciplines. auditors follow certain steps of a predetermined program to perform an audit. it takes discipline to stay the course and execute the audit process.

more: 15 powerful niche marketing practices | 19 takeaways from the history of cpa firm practice development | why you have to kill the old paradigms | are you ready for the great disruption?
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marketing is no different. it requires discipline to engage in all four categories, execute the action steps continuously and avoid taking shortcuts or skipping steps altogether.
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merging in sellers: what you need to know

businessman wearing glasses, suit and serious expressionbuyer beware. seriously.

by marc rosenberg
the rosenberg practice management library

dramatic changes have swept the cpa firm merger market in the past few years. because of the avalanche of sellers in the market, as well as the changes in strategic direction many buyers are taking, buyers are being much more selective than in the past.

more: 8 ways comp systems get partners to do what the firm needs | 7 points of a well-crafted partner buyout agreement | take yoda’s advice on strategic planning | buyers name 20 big merger turnoffs | smart tech tips from top cpa firms | 15 amazing organizational tactics to manage a cpa firm | why governing by partner ownership is bound to fail
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

this means that sellers who always thought that their fallback exit strategy was to sell to a larger firm may be in for a rude awakening.
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15 powerful niche marketing practices

three arrows in center of bull's-eyehow specializing makes marketing easier.

by marc rosenberg
the rosenberg practice management library

our profession loves to use certain terms interchangeably without fully realizing the important distinctions among them.

more: 19 takeaways from the history of cpa firm practice development | why you have to kill the old paradigms | are you ready for the great disruption?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

let’s clarify the terms specialization, niche, and niche marketing.

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19 takeaways from the history of cpa firm practice development

illustration of marketing strategy

plus a brief stroll through the world since bates.

by marc rosenberg
the rosenberg practice management library

sir winston churchill (and others) said: “those who fail to learn from history are doomed to repeat it.” that’s why we discuss the history of practice development at cpa firms.

more: why you have to kill the old paradigms | are you ready for the great disruption?
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read this history and see if your firm has learned from the many milestones in the evolution of accounting firm practice development.

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the seven new realities accountants can’t ignore

businesswoman at crossroads, facing two pathswhy you must kill the old paradigms.

by marc rosenberg
the rosenberg practice management library

“as long as the roots are not severed, all is well. and all will be well in the garden.”

more: are you ready for the great disruption?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

that great line is from the 1979 movie “being there,” starring peter sellers as the simple-minded chance the gardener, whose unpretentious dialog is misinterpreted by titans of government and industry as being extraordinarily prescient.

but this line is a perfect way to begin talking about cpa firm marketing and growth. the “roots” of revenue growth are these:
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