marketing & sales

marketing without borders

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make more potential clients aware of your cpa firm.

by kelly schuknecht
summit cpa group

as a distributed accounting firm, we have learned a lot, since our founding in 2002, about how to successfully grow our client list. this growth involves creating and executing marketing strategies that help us attract clients from all over the nation.

more on marketing: what do you sell on? | why your google ranking is about to tank | five marketing mistakes to avoid | nancy fox: winning the mind game of success | survey: how firms market cas offerings | don’t wait for business to come to you | are you marketing for 2022 yet? | your first sale is to yourself | effective networking is an art | 5 ways to incentivize growth | price-sell-deliver is broken | sell your services on value, not price

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

we have also succeeded in attracting new business because we have a good understanding of who our client is, what they’re looking for, how to reach them and, finally, what grabs their attention. this knowledge has allowed us to develop and execute effective marketing efforts.
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the managing partner’s secret weapon

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businessman holding up magnifying glassthe right people in the right positions will help you stay out of the weeds.

by marc rosenberg
the role of the managing partner

 

to be a great managing partner, you need a great team – a team that keeps you focused and out of the weeds.

the managing partner position is a big job. the high-level ceo of a complex, growing, highly profitable organization such as a cpa firm must be able to focus on the most important parts of the job, none of which is easy.

more: how to enforce the partner agreement | how long should it take to make partner? | the managing partner’s role in mergers | five ways to evaluate partners | manage partners with goal setting | overarching authority that managing partners must have | herding cats: advice for managing partners
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

let’s drill down for a moment on the word “focus.” it means:

  • having the time to do the job properly. for this to happen, managing partners must avoid (a) having too many client responsibilities, which would preclude them from making the firm their #1 client most of the time and (b) spending time on matters that can be delegated to others, such as the coo/firm administrator and department/team leaders.

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why your google ranking is about to tank

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new algorithm could penalize older, slower sites.

by sandi leyva, cpa

i don’t know about you, but i would prefer to go through tax season without any interruptions, especially about marketing. but google doesn’t see it that way, and we have a significant search algorithm update hitting us in may 2021. if firms aren’t ready, they could see their search rankings, and correspondingly, prospects and future clients from website traffic, go way down.

more on small-firm growth strategies: seven tips to keep the clients you have | 12 ways to stress less this busy season | six ways to make your own history during women’s history month | ppp client fraud: how much risk is too much? | 3 ways to opt out of any downturn | how to lead in a crisis
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

while google updates its search ranking algorithm on a daily basis, it generally announces big changes ahead of time. google’s may 2021 update will focus on “page experience,” which includes three metrics called core vitals as well as four additional page experience signals.

no one knows the exact algorithm that google uses to rank web pages in search results. experts say there are over 200 ranking factors to consider. the latest update is all about providing a better mobile experience for the user.

here’s what all that means in detail. read more →

five marketing mistakes to avoid

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illustration with some employee symbols standing in circlesbe thoughtful about how you seek new clients.

by sandi leyva

as an accounting professional, you’re likely very talented at delivering the service you offer your clients. but when it comes to marketing and selling yourself, many of you didn’t voluntarily sign up for that part. many of you are resisting (kicking and screaming) marketing yourself. if that’s you, that could be why your business is slow or not growing at the rate you’d like it to.

more on small-firm growth strategies: spend your time on the most profitable tasks | seven performance boosters for your firm | why your google ranking is about to tank | seven tips to keep the clients you have | 12 ways to stress less this busy season | six ways to make your own history during women’s history month
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we all hope we will have enough referrals so that we will never have to sell ourselves. but in the last few years, referrals, even for those of us with huge followings, have slowed down. it’s (past) time that we work on more fully developing the marketing and selling function of our businesses. as you do, here are five mistakes to avoid.
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