marketing & sales

making content marketing part of your growth strategy

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nine growth tools every accountant should consider.

by sandi leyva

one of the best ways to build trust with prospects is to provide educational content that showcases your expertise on a topic relevant to the services you’re offering. in the digital world, there are many forms that this content can take.

if you’re curious to see the types of content other tax and accounting firms are using for marketing, take our survey, and we’ll send you the results.

join the survey. get the results

here is a list of just a few ways you can structure your educational marketing content so your firm will get noticed:

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do you know your cac number? 

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how to unravel the real costs to land a new client. 

by sandi leyva

do you know how much it costs your business to acquire a new client?  in marketing, one of the key metrics is cac, client acquisition cost. so how do you compute it?

if you’re curious to see how your cac compares to other tax and accounting firms, take our survey, and we’ll send you the results.

join the survey. get the results

the first thing is to properly segregate your marketing costs into separate accounts or classifications. often, marketing is hidden among a lot of other accounts:

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accountants gear up marketing efforts in battle for new business

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views from the frontlines, clockwise from top left, canales, raml, morgese, reinhard, walker

our exclusive new study shows intensifying competition for good clients.
join the survey. get the results

by 卡塔尔世界杯常规比赛时间 research
gear up for growth: the marketing trends manual for accountants

the american economy is booming, the tax code is changing, and there’s a lot of new and expanding business for tax and accounting firms to serve.

so it’s no surprise that firms are ramping up their marketing efforts to compete for the bounty that’s out there.

about 73 percent of firms are planning additional increases in their marketing efforts, according to “gear up for growth: the marketing trends manual for accountants,” conducted in collaboration with capstone marketing. barely 4% are cutting back.

the survey remains open and participants receive a special executive summary of the topline results at no charge, just for taking the survey. join the survey. get the results

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beyond referrals: getting new clients

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19 proven growth strategies every accountant should know. 

by sandi leyva

tax and accounting firm owners seeking faster growth than mere referrals ill allow now have a slew of new options for finding new clients.

if you’d like to find out more about how other tax and accounting firms acquire clients, take our survey, and we’ll send you the results.

join the survey. get the results

the problem is most accountants don’t know about them.  the opportunity is huge for accountants willing to learn and experiment with these new marketing methods.

here’s a quick checklist of places where businesses in all industries and of all sizes are getting leads online.  how many of these is your firm utilizing? read more →

reframe sales as communicating value

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two people working side by side on laptopscreate a conversation where the client can experience what it would be like to work with you.

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i’ve talked about how the accounting industry has been disrupted. high-volume, low-profit services such as tax returns are being pushed out by large commercial organizations, leaving small and medium-size accounting firm owners to work increasingly harder for decreasing profits.

more: 3 keys to evolving your accounting practice
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the solution is to allow your business model to adapt by following these three core principles:

  1. transform from accountant to advisor. (read 3 keys to evolving your accounting practice if you haven’t yet!)
  2. learn to price/sell/deliver.
  3. confront and conquer fear.

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