marketing & sales

want better clients? here’s how

by

five ways to find the sweet spot for your target client.

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

many accountants serve clients with extremely small businesses that gross six figures a year or even less. these clients are prone to being price-sensitive and often struggle with budgets and cash flow. if you’re serving these clients, you’re definitely meeting an important need in the marketplace, but you may also start to question your own prices, or worse, underprice your services.

more: five ways to acquire more clients | get your name in the news | five ideas for more summer revenue | four ways small firms can beat large ones | why you need a link-in-bio tool | five emotional skills for entrepreneurs | transform your marketing with crm | five kinds of small thinking
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the good news is that, on average, the higher revenues a company earns, the more likely they are to be a higher-quality client for you. owners with larger companies, on average, are less price-sensitive and less emotional about running their businesses. the sweet spot for many small cpa firms and bookkeeping companies is to attract clients from $1 million to $3 million all the way up to about $10 million to $20 million in annual revenues. so how do you get to these higher-quality clients? here are five ideas:
read more →

four ways to prepare for new business development

by

it’s going to take practice.

by august j. aquila

i have often been asked, “what is the best way to prepare professionals to bring in new business?” i think the people who ask this question are trying to find an easy answer to a more complex issue.

more: ten keys to marketing success
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

unfortunately, there is no single approach that will do the job. now having said that let me offer you the following four approaches.
read more →

accountants vs. lawyers: who wins the marketing battle?

by

does one size fit all? a slate of experts weighs in.

by bruce marcus
professional services marketing 3.0

editor’s note: 卡塔尔世界杯常规比赛时间 was privileged to have a long relationship with bruce w. marcus, who was ahead of his time in his thinking and practice in marketing for accounting. we are publishing some of the late expert’s evergreen work, which retains wisdom for the present.

it’s not a race, nor are there prizes for the winner. but it has been suggested that the lawyers are light years ahead of the accounting profession in marketing.

more: the risk in not understanding risk | how to build a marketing culture | have you planned how to service your new revenue? | why is change so hard for firms? | why value pricing works | why competition matters most
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

it’s nonsense, of course. is one profession indeed better at marketing than the other? well, no. each profession is different, and to try to make the comparison would be an apples and oranges game. but silly as the idea may be, it opens a vast and intriguing question. are there significant differences between the professions that affect marketing? indeed there are.
read more →

track six figures to test your marketing

by

it’s time to break out the spreadsheets. hurray!

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

one way to help accountants embrace marketing is to fill training sessions with spreadsheets and numbers, things that most accountants love working on. there’s a lot of insecurity around learning marketing, but when accountants hear they need to do some spreadsheets first, they dive right in.

more: five ways to acquire more clients | get your name in the news | five ideas for more summer revenue | four ways small firms can beat large ones | why you need a link-in-bio tool | five emotional skills for entrepreneurs | transform your marketing with crm
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are six numbers we suggest you track:

1. closing ratio

as qualified leads come from your marketing efforts into your sales funnel, it’s a good idea to track how many of these leads you’re able to close into business. your closing ratio is the percentage of successes divided by the total number of qualified leads you make proposals to.
read more →

make marketing more manageable

by

get the world’s best graphic template tools to create compelling designs.

by beth ziesenis
app of the week

most of us small business folks these days have to do our own marketing… and accounting…and dishwashing…

we’re responsible for a lot!

more apps of the week:  automate captions for videos | can’t read it now? save it for later | don’t lose precious memories: digitize old photos | track your mileage automatically | keep track of your subscriptions | capture testimonials to increase credibility | find an extra set of hands for time-consuming tasks | personalize communication and set yourself apart from competition | waiting to exhale (i.e., can april 19 hurry up?) |
see all: apps of the week here |
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

when it comes to graphic design tools and templates, there are numerous options with hundreds of benefits. however, one platform stands above all the others, in my opinion.

read more →