marketing & sales

14 marketing activities needed now more than ever

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word "marketing" highlighted above other wordsbonus: you can do most of them from home.

by marc rosenberg
the rosenberg practice management library

here are 14 common marketing activities.

more: how not to develop your practice | 6 keys to developing new client prospects | now is the time to activate your referral network | does your firm recognize all its skills? | protect and grow existing clients | the 4 marketing disciplines | 15 powerful niche marketing practices | 19 takeaways from the history of cpa firm practice development
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we’ll list them here and then drill down on each:

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don’t buy a rolodex, buy a process 

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how to hire the optimal business developer.

by bill penczak

if you’re under 40, you may not be familiar with the rolodex. right after stone tablets, we used to keep track of our contacts in a really great contraption that was a rotating spindle on which business cards or handwritten notes of contacts were maintained. the “search” function was you fumbling through trying to remember that prospect’s name from two months ago.

more: the three r’s for beating the corona crisis | 6 reasons why your marketing sucks
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when it comes to hiring a professional to build a practice, whether it’s a full-time business developer or a practice partner or principal to grow the business, many firms make the mistake of “buying a rolodex.” translated for today’s vernacular, they are hired because “they know everyone” or “have contacts in bigger target companies” or “are members of every organization.”
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what cpas can learn from lawyers and doctors

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young asian entrepreneur reading magazinehow will you distinguish your firm?

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

it has become pretty popular for law firms and medical doctors to advertise in group ads in magazine supplements.

more: advising cheapskates | my top 10 personal game changers | yes, christopher columbus had an accountant | 10 reasons for my success | when the kids don’t want to take over | staff may surprise you with leadership | problem clients
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when i glance at the ads i find humor such as the bald dermatologist advertising his hair transplant prowess or the young woman doctor who does proctology, or the photo of the elder law firm partners where no one looks younger than 80. and they pay for these ads?
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covid slams u.k. accountants, too

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^ click to play video

you can already start to see which firms will survive, those that won’t, and why, says martin bissett in a video call with 卡塔尔世界杯常规比赛时间.

the three r’s for beating the corona crisis

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and 15 things every accountant should consider in these unprecedented times.

by bill penczak

my friend tom kallman, the president of a trade show company in new jersey, sent me an email a few weeks ago that i’ll paraphrase:

few, if any, of us lived through pearl harbor. some of us experienced the kennedy assassination. we all recall where we were when the planes struck the world trade center. the covid crisis is another lifetime moment. we learned how to survive all those other events, and we’ll do the same again.

more: re-thinking today’s firm with five global leaders | 5 things your firm should do differently this summer | do you have the guts to beat the covid crisis? | how to inoculate your firm against covid competition | ‘found money’ delights clients | the three r’s for beating the corona crisis
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

if you examine the economic recoveries after 911, and after the financial collapse in 2007-2008, there were three economic phases that ensued for cpa firms, their clients, and the market in general that will likely occur in the post-covid economy:

  • retention – preserving as much of what we had.
  • recovery – stabilizing and moving ahead, as slight as it might be.
  • rebuild – coming out better and stronger.

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