marketing & sales

close the sale: getting across the finish line

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what you need to know before you get to price.

watch the video or listen to the podcast.
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with sarah dobek and ty hendrickson
inovautus consulting

negotiating the terms of a new engagement can be intimidating and downright scary.

related: growing revenue through client service | eat that frog: asking for a prospect meeting

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however, it’s the most important – and last – step to securing new revenue. read more →

cross-selling by spreadsheet

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start with two easy steps.

by sandi smith

here’s a great spreadsheet exercise you can do to identify what i call “low-hanging fruit,” which means added revenue that will not take too much time or money to go after.

more: why your social media is a flop | the biggest seo secret of all: google business listings | beyond bookkeeping: five value-add service areas | beyond quickbooks: wowing your clients | five ways to get better clients
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

open excel, and start a worksheet from the sales numbers in your accounting system.
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should you try influencer marketing?

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hint: it can solve more than your marketing needs.

by sandi leyva and jason holmes

influencer marketing has been around forever in retail marketing, but does it have a place in the accounting and tax profession? absolutely! here’s what most firms are missing out on when it comes to leveraging this profitable channel.

more: why your social media is a flop | the biggest seo secret of all: google business listings | beyond bookkeeping: five value-add service areas | beyond quickbooks: wowing your clients | five ways to get better clients | 11 kinds of wealth | 11 ways to boost billings and impress clients | how clients get underserved and accountants get underpaid
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

first, let’s get everyone on the same page and define influencer marketing. it’s simply getting help from someone with a large following – an influencer – to market your offerings in exchange for value or a fee. in a way, it’s like an endorsement or sponsorship. but unlike a sponsorship, which is somewhat passive, an influencer is more actively participating in the promotion of your items. you might think of influencers as paid referrals on steroids.
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the case for video marketing

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smiling businesswoman talking on camerawhy your firm should explore these strategies.

by kelly schuknecht

many of us walked away from 2020 with a laundry list of new experiences, among those: how to appear on video for dozens of hours each week without doing anything (too) embarrassing.

more: communication isn’t about you | why your social media is a flop | the biggest seo secret of all |  turning client service into new revenue | what sets your firm apart … if anything? | do you ask the right questions to deepen client relationships? | eat that frog: asking for a prospect meeting | business development and sales aren’t scary | growing revenue through client service | five ways to get better clients | the six essential kpis for managing partners | google ads for new tax season clients | your marketing sucks: six reasons why

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

video was already becoming a standard tool for businesses to communicate before 2020, but it’s undoubtedly proven its staying power.

despite the amount of time you might spend on video, your business should be using the form for more than just zoom calls and conferences.

how you market your business with videos is not always intuitive and getting it right may require a copious amount of practice. as a fully remote accounting firm since 2013, we came into video marketing almost naturally, but not without a plan.

here are some ideas on how an accounting firm can jumpstart its video marketing strategy to help develop authentic relationships with potential clients and generate solid leads.
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