marketing & sales

mix and match marketing channels

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illustration of marketing strategy
marketing concept with financial graph and chart

don’t forget to track your results.

by sandi leyva
the complete guide to marketing for tax & accounting firms

it’s time now to start executing your marketing plan for your business. let’s review the steps that got us here.

more small firm growth strategies: marketing materials 201: some advanced tips | testimonials: why and how | how to use ‘warmed-up’ telemarketing | awards can boost your reputation | technical aspects of video and youtube | social media basics for accounting firms | how to maximize online profile sites
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

you created your revenue plan, which gave you the number of new clients you need to attract. you met your ideal client. then you were introduced to the idea of creating a marketing plan for each channel you use, and only selecting the number of channels you need to get to the number of clients you desire.
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why you need an ssl certificate now

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digital padlocks illustrationwant to drop in search results? ignore this step.

by becky livingston
the accountant’s social media handbook

in 2017, google implemented a mandatory requirement for all websites that appear in its chrome search engine to have an ssl certificate. that requirement went into full effect in july 2018.

more: quick tip: local seo | how to improve your mobile seo | how to research keywords | how long does it take to rank? | what is seo and why is it important?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the protocol uses an ssl (secure sockets layer) certificate, which encrypts information sent between your website and its server. even if you have a sharefile, dropbox, portal, etc., on your site, ssl is an additional layer of protection for any forms that may be completed (e.g., contact us, lead generation forms, download forms, etc.), emails that may be sent, and more.
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quick tip: local seo

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woman wearing orange shirt texting on a smartphone walking in the street in a sunny daydid we mention free?

by becky livingston
the accountant’s social media handbook

local seo is a free way to tell people in your geographic area that you have a physical location.

more: how to improve your mobile seo | why tracking urls are so important | what goes into a buyer persona? | what is seo and why is it important?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

it’s free from google and bing, which makes it even better.
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marketing materials 201: some advanced tips

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young man working in home office5 ways to wow potential clients.

by sandi leyva
the complete guide to marketing for tax & accounting firms

i’ve discussed a lot of basic ways to get the word out about your business.

more small firm growth strategies: testimonials: why and how | 10 marketing materials you need | content marketing types and tips | are you newsworthy? | why cpas need video | make google adwords work for you | make the most of trade shows | track your online reputation
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

today we’ll go over some more advanced marketing materials.
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how to improve your mobile seo

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businessman using smartphone while waiting at a subway stationsome people will never see your site on a larger screen.

by becky livingston
the accountant’s social media handbook

there are many ways to test your website for mobile readiness. simply search for “mobile seo testing tools” to find several free ones you can leverage immediately, like this one from google: https://search.google.com/test/mobile-friendly

more: why tracking urls are so important | crafting effective landing pages | how to research keywords | 3 big seo changes | how long does it take to rank? | what is seo and why is it important?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

enter your domain url and any page within the site you want to test (this is really good for landing pages you’re using to draw in leads). the analysis will begin immediately, for that page only, not the whole site.
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testimonials: why and how

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woman winking and holding thumb upthese 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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

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

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

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

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"good vs. evil in technology" illustration using laptops4 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?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

first, let’s use a url builder.
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10 marketing materials you need

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the number 10including 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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

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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building your dream team

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the who, why and how of all the people you’ll need outside your practice.

by jassen bowman
tax resolution systems

your practice does not operate without the assistance of other people and businesses.

more on tax resolution: suggested tax resolution client payment guidelines | checklists for tax resolution sales | overcome objections in 7 steps | how to reactivate lost clients | don’t ignore your existing leads | the importance of goals and affirmations | market to your ideal clients | tax resolution: a lucrative opportunity
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

note that this section doesn’t comprise your internal staff. rather, your “dream team” is your network of service providers, independent contractors, vendors and joint venture partners.
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