6 steps for sales and conversion

here’s what works for us.

by jody grunden

an important part of the overall process within the company is sales and conversion. for our virtual cfo service, there’s a six-step lead conversion process from when the prospect discovers our website to when the engagement begins.

more: marketing is about thought leadership | 3 steps to better client communication in a crisis | four key financial metrics for growing any business | transferring clients to a new employee
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the sales and conversion process

our sales and conversion process includes six steps.

here’s what that looks like and the typical timeline: read more →

does your firm’s board know its role?

six businesspeople in meeting around tablemission, vision, strategies, action plans … they all need to be aligned.

by steven e. sacks

the supposed purpose behind a cpa firm creating a board is not to micromanage, design a company logo or address human resource issues. neither is its role to sit around and smoke cohiba esplendido cigars and sip louis xiii de remy martin grande cognac. this glad-handing, back-slapping culture led to the financial breakdowns in the early 2000s and is possibly still happening today.

more: how to select your firm’s board | confronting leadership: not such a bad thing | new opportunities for a ‘new normal’ | is trust elusive? | working remotely shouldn’t mean feeling isolated | how engaged are your employees? | managing difficult personalities in the workplace | set your staff on the right course
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

why would a firm create a board? in theory, it is designed to build and preserve a firm’s prosperity and longevity, in the same vein as a company board. each board member should have a thorough handle on the profession and the industries that the firm serves. the board members should understand trends, the competitive challenges, and the effectiveness or lack thereof regarding the firm’s structure and operations.
read more →

make your newsletter go zoom

woman drinking coffee in front of desktop computer

how covid is creating a new channel to reach out and serve clients and prospects.

by 卡塔尔世界杯常规比赛时间 research

newsletters aren’t all they’re cracked up to be. sure, they’re a nice way to touch base with clients, but what do they really accomplish?

more in marketingmarketing is about thought leadershipwhy consultative selling workshow to inoculate your firm against covid competitionhow marketing systems produce business growth‘found money’ delights clients14 marketing activities needed now more than everwhat cpas can learn from lawyers and doctors | more in marketing > > >

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

maybe it’s time to rethink the newsletter. the covid-19 crisis may be catalyzing a new way to

  • show clients you care
  • establish your expertise
  • give clients individualized information they really want
  • create the gestalt of a networked client community with your cpa firm at the center

read more →

marketing is about thought leadership

“you have to be able to acquire and retain, and you have to have both happening at the same time.”

by jody grunden

i bet you can imagine that marketing a virtual accounting firm is different than it is for traditional brick-and-mortar accounting firms. when you’re only serving your local area, you need to focus on things like signage, local advertising, the yellow pages, your website, google my business, yelp, chamber of commerce and word-of-mouth referrals. those are all great ways to get noticed by people in your area who would benefit from the services you offer.

more: 3 steps to better client communication in a crisis | the right way to onboard new clients | how to evaluate workflow management software | when the irs and fbi come knocking | 5 questions to evaluate new tech tools | the hidden cost of running a distributed company | how to develop your leadership team
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

when your customer base isn’t confined to a specific location, however, it changes the game a bit. you still want word-of-mouth referrals and you still need a website, but it becomes even more important to focus on search engine optimization (seo) and thought leadership – developing your online platform, publishing articles with industry publications, speaking, etc. – to help people discover your services.
read more →