marketing & sales

how marketing for cpa firms is different

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dart on a target on a mobile phonebonus checklists: 32 aspects of a marketing budget. 16 ways to establish name recognition and credibility. plus leading cpa firm specialty services and industry niches.

by marc rosenberg
cpa firm retreats

what’s a commodity?

evian – naïve spelled backward

starbucks – premium coffee – “it’s beans and water!”

lettuce – put it in a bag, cut it up, wash it, put in croutons, packet of dressing…

more on retreats: why create a marketing plan? | thinking of merging? discuss it at a retreat | how to take action after a retreat | 12 simple rules for a retreat | leave your retreat with a to do list | every retreat needs a leader, but who? | retreats are no place for clowns | who should participate in a retreat? | retreat logistics: how long, what kind? | what should cpa firms discuss at retreats? | why do cpa firms conduct retreats?

if companies can take these commodities and turn them into premium products, why can’t cpas? 
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why create a marketing plan?

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yellow arrow painted on a roadbonus checklist: 16 ways to mine your existing clients.

by marc rosenberg

marketing and growth are fruitful topics for retreats. to warm up, it is helpful to examine why your firm needs a marketing plan:

more on retreats: thinking of merging? discuss it at a retreat | how to take action after a retreat | 12 simple rules for a retreat | leave your retreat with a to do list | every retreat needs a leader, but who? | retreats are no place for clowns | who should participate in a retreat? | retreat logistics: how long, what kind? | what should cpa firms discuss at retreats? | why do cpa firms conduct retreats?

  • it drives business to the firm.
  • it creates direction and vision for the firm. the plan makes the firm proactive instead of reactive.

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