marketing & sales
testimonials: why and how
these pay off huge.
by sandi leyva
the complete guide to marketing for tax & accounting firms
a testimonial is a short written recommendation from a past or current client. most accountants i talk to hate testimonials and don’t use them. but here’s what they don’t realize: other people love them, and they really make a difference.
more small firm growth strategies: 10 marketing materials you need | make direct mail work for you | write your way to expert status | make newsletters work for you | how to schedule social media content | the 5 c’s of successful websites | speaking: how, where and getting leads from it | the a-b-c’s of getting started with advisory services
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if you don’t have any, a prospect could assume that you don’t have any clients either. get rid of that objection easily by posting testimonials so prospects know you’re not just starting out.
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checklist: the essential goal-oriented business metrics
30 items for 2 types of goals.
by jassen bowman
tax resolution systems
if you need help coming up with some ideas on what types of goals to set within your business, i might suggest you review the following list of possible metrics (things to measure) in your business.
more on tax resolution: building your dream team | suggested tax resolution client payment guidelines | when to follow up on prospects | checklists for new lead generation | how to handle client complaints | case study: building a tax resolution business | marketing requires ruthless accountability
you want your goals to be specific, measurable, achievable, results-focused and timed. your goals will probably change over time as you become better and more confident.
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why tracking urls are so important
4 specific benefits.
by becky livingston
the accountant’s social media handbook
if you’re creating content and sharing it anywhere online, consider using a url tracking code to help you identify where links to your website are coming from, i.e., source/medium and/or all campaigns in google analytics.
more: crafting effective landing pages | how to research keywords | what goes into a buyer persona? | 3 big seo changes | how long does it take to rank? | what is seo and why is it important?
first, let’s use a url builder.
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10 marketing materials you need
including one to implement right now.
by sandi leyva
you need materials with the right messaging to fuel your marketing plan. there is a certain core of materials you need across all marketing channels.
more small firm growth strategies: make direct mail work for you | how to use ‘warmed-up’ telemarketing | technical aspects of video and youtube | how to maximize online profile sites | build your community reputation | 5 ways to get more referrals | use feedback for service innovation | create your marketing plan
crafting a really tight message will get your prospects’ attention and more easily convert them into accounting clients. when you have a bad message, you work much harder and have to meet many more prospects to convert into clients. when you have a great message, you work less, convert more and keep your costs down.
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