marketing & sales

5 do’s and don’ts for cannabis cpa marketing

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save the brand building until you have a few clients.

by andrew hunzicker
cannabizcpa.pro

so you’ve decided that you want to take the plunge and dive into cannabis accounting. great!

more: cannabis: thc vs. cbd critical differences | 4 best things about being a ‘dope’ accountant | 5 biggest mistakes cannabis ceos make | five secrets to launching your own cannabis accounting firm | five reasons accountants should serve cannabis clients | cpa andrew hunzicker creates course in cannabis accounting
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

while these are new and exciting times, it is completely understandable if you have concerns about promoting your business within your personal and professional networks.
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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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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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4 reasons to welcome rejection

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… and 5 ways to deal with it.

by ty hendrickson
the sales seed

  • i think i’ll check my email and then make that call to a potential client.
  • after i finish all of my billable work, i’ll work on some emails to potential clients.
  • instead of calling to follow up on last week’s meeting, i think i’ll just send over my proposal via email.

does this sound familiar? why do we procrastinate certain job functions and not others?

more: the real problems created in a remote workforce |  can you really grow without adding clients? | 4 reasons to welcome rejection |

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

there is only one reason and unfortunately, it is the same reason we all have probably struggled with since childhood… the fear of being rejected. it seems so much easier to send out a proposal or any type of communication via email than it is to just pick up the phone or stop by the person’s office.

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