30 smart marketing and growth questions

illustration of marketing strategy

drill down on what is working and what isn’t.

by marc rosenberg
cpa firm retreats

it’s always a good time to ask the right questions of your marketing strategy is always. but most firms save the heavy lifting for their annual retreats.

before formally beginning the discussion part of the session, it’s always a good idea to begin by asking participants what they want to be sure to cover.

more on retreats: how marketing for cpa firms is different | how to take action after a retreat | 12 simple rules for a retreat | leave your retreat with a to do list | retreats are no place for clowns | retreat logistics: how long, what kind? | why do cpa firms conduct retreats?

as issues are suggested, write them down on a flipchart.

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how to choose clients right

businesswoman on the phone in front of modern buildingquestions to ask, plus a welcome letter for those who make the cut.

by michelle long and sandi leyva
the ultimate accounting virtual conference

you really need to have confidence when you’re discussing your fees with your clients and realize that you may lose some clients. that’s okay because they’re probably not the kind of client you want to have anyway.

more small firm growth strategies: how to handle price sensitivity | how to handle referrals – and how not to | trashing the spreadsheet: best practices in modern expense management | how to find hidden money for your clients | why clients need dashboards | 3 ways to implement value pricing | how small firms can use value pricing | 3 ways to raise your prices | building reputation to build your business | 3 killer lead generation channels | your existing clients are your best leads | need more business? focus on referrals

i had one conference participant say, “many ask about price but i now see it as an opportunity to explain the value i can provide.” that’s great, i like it. someone else suggested saying, “it seems like responding to price is your primary concern.” that puts it back on them to let them explain it and so that’s a good idea as well.
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how marketing for cpa firms is different

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?

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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thinking of merging? discuss it at a retreat

two chess kings on a chessboard with other pieces in backgroundbonus checklists: 9 major merger terms. 13 typical steps in the process. plus questions to consider in upward and downward mergers.

by marc rosenberg

one possible topic for a retreat is a potential merger, whether upward or downward.

more on retreats: 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?

there are several keys to a successful merger:
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caragher launches capstone community

capstone marketing, which is operated by 卡塔尔世界杯常规比赛时间 contributor jean caragher, is rolling out the capstone community, a new network of managing partners interested in education and collaboration in cpa firm growth and client retention. a two-year program that will … continued

how to take action after a retreat

coffee cup by napkin with words including "action plans."bonus checklists: 9 steps to take before, during and after. plus 11 examples of tangible results.

by marc rosenberg

to get the maximum value from a retreat, you have to be ready to act on your discussions when you return to the office.

more on retreats: 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?

begin with nine things to do ahead of time:

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