marketing & sales

why cpas need video

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smiling businesswoman talking on cameraplus some easy alternatives to the “talking head.”

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

marketing your accounting services eventually requires a personal connection, either face to face or via phone. using video allows you to emulate a personal connection with your prospects while leveraging your time.

more small firm growth strategies: how to schedule social media content | social media basics for accounting firms | how to maximize online profile sites | build reputation through credentials, testimonials | 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.

imagine taking the time to meet every website or social media visitor in a private appointment. impossible, right? a video enables you to say your spiel once and have it received by reaching out to hundreds, if not thousands, of interested prospects in a still quite personal way.
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don’t ignore your existing leads

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new leads are important, but much less so.

by jassen bowman
tax resolution systems

the most successful professional services firms in america put their marketing efforts on autopilot.

more: 3 checklists for office communication | client management checklists for tax resolution | how to handle client complaints | checklists for your tax resolution office setup | 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.

whether you have a full-time marketing assistant, do all the marketing yourself or distribute duties among your staff, using checklists to systemize your marketing is really the only way to go. using checklists ensures that your marketing gets done properly and completely.
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how to schedule social media content

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businessman looking at calendar on tabletplus tips on creating it.

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

we post four kinds of posts and tweets on social media sites:

more small firm growth strategies: social media basics for accounting firms | make google adwords work for you | make the most of trade shows | track your online reputation | partnering: referrals on steroids | measure client retention … against yourself | take your client’s pulse | how to determine your ideal client
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

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don’t be cheap or lazy with client communications

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by hank berkowitz
wealth management

as the old saying goes, “you only get one chance to make a first impression.” by the same token, you only get one chance to leave a lasting impression. at a time when four out of five high-net-worth individuals are considering leaving their advisors at any given time, can you afford to take a chance with your hard-won clients?

more: the most effective channels for advisors, personal financial planning, client service opportunities, growth & marketing

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

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social media basics for accounting firms

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social media words on cubessetting up on the 3 major platforms.

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

social media can be a great marketing channel, but the big challenge is how to keep it from draining all of your time. the key is having rock-solid systems and procedures and time limits.

more small firm growth strategies: make google adwords work for you | the 5 c’s of successful websites | speaking: how, where and getting leads from it | 3 more kinds of referrals | turn to the abcs for client feedback | use client ‘touch plans’ to stay in touch
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

for small businesses trying out social media for the first time or with strict budgets or time limits, i recommend doing minimum activity or only being active in one of the three accounts (linkedin, facebook and twitter). once you get your procedures solidified for these minimum activities, you’ll be able to expand to more venues and more activities if you want to.
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how to make google adwords work for you

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businessman using internet on smartphone and laptopit’ll cost you, so here’s how to calculate the most to pay.

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

a lot of accountants are spending money on google adwords and other online advertising.

more small firm growth strategies: the 5 c’s of successful websites | how to maximize online profile sites | build your community reputation | build reputation through credentials, testimonials | 5 ways to get more referrals | use feedback for service innovation
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

sometimes google adwords can be effective; however, there are three big issues i see with it:
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the 5 c’s of successful websites

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woman designing a websiteplus 4 components to build credibility.

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

the power of a website over many other marketing methods is its potentially enormous reach. when you can market to many people at a time, your costs are generally greatly reduced.

more small firm growth strategies: how to maximize online profile sites | make the most of trade shows | track your online reputation | partnering: referrals on steroids | measure client retention … against yourself | take your client’s pulse | how to determine your ideal client
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

for accountants, their website is one of the prime ways to get business without having to do much interaction. if you’re highly introverted, you may not like serving on committees and attending networking events. if that’s the case, then it’s all the more important to work on your website and maximize its message.
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how to maximize online profile sites

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woman looking at tablet at outdoor tablethree you must be on.

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

a few of you know i moved from california to plano last year. we rented a house for a year, then started looking around for a house to buy. we found one in april and in may, we moved.

more small firm growth strategies: make the most of trade shows | speaking: how, where and getting leads from it | 3 more kinds of referrals | turn to the abcs for client feedback | use client ‘touch plans’ to stay in touch | build your revenue plan in reverse
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

well, i thought it was going to need about $20,000 of work, but that was an understatement. my challenge now is to find high-quality contractors i can trust to help me fix the house up right.
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9 steps to a great open house

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business people meeting over healthy foodconsider partnering with others.

by sandi leyva

hosting an open house is an extremely successful way to attract new clients and provide education and perks to existing clients.

more small firm growth strategies: make the most of trade shows | speaking: how, where and getting leads from it | the a-b-c’s of getting started with advisory services | 3 more kinds of referrals | turn to the abcs for client feedback | use client ‘touch plans’ to stay in touch
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

an open house is a great option for accountants who have a large number of clients who are located in the same geographic area. if you have a small number of clients, then you can partner with other noncompeting professionals to increase your turnout.
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