marketing & sales

is your client newsletter stuck in the 1990s?

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woman wearing orange shirt texting on a smartphone walking in the street in a sunny dayif you look dated in one area, that perception can spread.

by sandi leyva, cpa

one of the leading client newsletter vendors discontinued its product this year, and we at accelerator newsletters having been getting a lot of calls from staff at accounting firms asking about our client newsletter offering.

more on small-firm growth strategies: outsource or in-house? how does your marketing get done? | making content marketing part of your growth strategy | tough lessons from tax season | 10 quick and easy tips for a better busy season | 6 metrics of marketing | want better clients? 5 ways to hook them
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the calls have been enlightening to me, but also disappointing to find out many firms are stuck in a decades-old way of sending client newsletters. here’s what i have learned from you and what i’d like to share to get everyone caught up to the way it is today in modern digital marketing.
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how to start (or re-start) your own accounting firm

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checklist: 18 steps to success.

by brannon poe

are you exploring the idea of starting your own cpa firm? or perhaps you are ready to re-invent the one you have? either way, we’ve gathered some of the key focus areas to help you create your plans for the future.

more by brannon poe: five keys to successfully selling a cpa firm  |  10 questions to ask yourself before buying an accounting practice  |  five key decisions for your exit strategy  |  how to transfer a boomer-owned cpa practice to a millennial |

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

1. should you start your own cpa firm? this is a great place to start, don’t you think? not everyone is cut out to own their own business. starting a cpa firm takes a variety of different skills and talents.

in the meantime, here’s a short list of what’s needed to thrive: read more →

how to fire a client

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and how to keep the good ones.
卡塔尔世界杯常规比赛时间 expert author jean caragher is completing the capstone summer series, with two webinars:
– sept. 24: client retention strategies every firm can use
– oct. 1: how to fire a client
register | learn more

outsource or in-house? how does your marketing get done?

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three must-have marketing functions for every accountant.

by sandi leyva

the function of marketing in accounting firms has evolved from nonexistence in the 1970s, when it was not permitted, to today’s world of multiple channels and options. but accounting firms have been much slower than other small businesses to create marketing departments in their business models.

if you’re curious to see the types of marketing functions other tax and accounting firms are using and whether they are outsourcing them or using in-house resources, take our survey, and we’ll send you the results.

join the “get new clients” survey. get the results

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