bissett bullet: beyond compliance
today’s bissett bullet: “some of us are compliance providers only …”
by martin bissett
see more bissett bullets here
marketing & sales
six keys to getting a proposal accepted
plus seven things not to do.
by martin bissett
business development on a budget
what makes a written proposal become accepted by the potential client – every time?
more: six keys to turning prospects into clients | seven mistakes in winning new fees | how to develop your communication abilities | five questions for measuring partner potential | five ways to rally your firm to its culture | when would-be partners aren’t candidates | make your expertise a new-client magnet | don’t think of it as selling | experts: what it takes to become partner
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proposal writing is a micro-science in its own right but here are the proven principles that it takes to get proposals accepted.
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the four steps of your personal marketing process
you’re not done once you land a client.
by august j. aquila
price it right: how to value accounting services
most new business comes about because of personal marketing efforts. there is a process that your personal marketing efforts need to follow. in fact, the only way you will get different results is to change your current marketing process. let’s look at the four steps in the personal marketing process.
more: eleven marketing strategies for smaller firms | five keys to successful marketing | how does your firm measure up? | five questions for developing your marketing plan | twelve fundamentals of planning | six questions before asking for all the referrals you deserve | you only have four strategies | one question to guide your growth plans | five rules for a marketing orientation | the damage that traditional fee methods do | four ways to prepare for new business development | ten keys to marketing success
first, you need to get known and develop a good reputation in the marketplace. there are many ways for you to do this. look around your community.
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bissett bullet: don’t put all of your eggs in one basket
today’s bissett bullet: “identify your major form of marketing but …”
by martin bissett
see more bissett bullets here
keep clients from “balance due” shock
with just a little advanced marketing, you can get paid year-round and have more satisfied clients.
by frank stitely
the relentless cpa
when i talk with prospective clients in any medium, i lead with tax planning. i don’t care if i’m meeting them, calling them or emailing them. i lead with tax planning. the number one complaint clients have about cpas and tax preparers is a lack of planning. they get tax returns and nothing else.
more: stop clients from performing “favors” | who needs fall tax planning? clients … and you | get clients to bring tax docs early…yes, early | why time tracking still matters | make fewer mistakes, increase revenue and capacity | six ways to create a millennial-friendly firm
the fun part is seeing the reaction when i mention planning. i tell them that they can know the results while there’s still time to change the results. tax season is no longer stressful because they know the answers in advance about refunds and balances due.
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