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

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how motivation is like bathing

two businesswomen sitting at table and talking in office courtyardit’s just one key to employee retention.

by steven e. sacks
the new fundamentals: practical guidance for today’s accounting firms

salary used to be the main driver behind a young professional’s choice of employer. no longer. in fact, salary is now ranked as fourth or fifth among the important criteria.

more: the lost art of the interview | the new way to handle exit interviews | who’ll quit next? | strengthen your firm’s screening practices | smart trust in the workplace | what aspiring accountants need to know | improve job satisfaction or it’ll cost your firm | we hear but do we really listen?
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the gen y cohort is looking at meaningful and challenging work, increased responsibility, rapid upward mobility, the freedom to innovate, an opinion to be respected, a system for frequent performance feedback and a work environment that encourages the use of technology – specifically social media.
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staff may surprise you with leadership

two happy businessmen looking at digital tablet at desk in office3 lessons learned.

by ed mendlowitz
call me before you do anything: the art of accounting

one time i was reviewing a time run and noticed a certain staff tax person, elliot, kept appearing on clients he wasn’t assigned to and i wondered why.

more: what’s your negotiating style? | why tax time is the best time to get new business | becoming a ‘media star’ | don’t pass up opportunities | why we train on excel, word and adobe | stop pricing by the hour | getting by giving back
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when i asked the people in charge of those clients what elliot did, i was told that they either needed a tax question answered or some research done and asked him to do it. elliot was one of the younger people in the tax department. i wondered why they asked him and not the tax manager.
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centralize contact administration

businesswoman talking on phoneyour practice management application will be home base.

by roman h. kepczyk
quantum of paperless

many firms today maintain contact information within multiple applications such as practice management, outlook, tax systems, and other marketing and crm (customer relationship management) programs.

more: cutting your quickbooks costs | how to transfer files securely | going digital with a/p processing | avoid over-auditing with ‘document containers’ | beyond email: new digital tools | who deletes documents and when?
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too often, a significant amount of time is wasted in firms pulling contact information together, reconciling and verifying lists for mailings, invitations, and even organizers. it is critical that firms centralize the updating of contact information for consistency.
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