marketing & sales

now’s the time to clean up your email list

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sending emails from a laptopyou’ll engage more and spend less.

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

hopefully, you are building a list of contacts who have given you permission to email them on a regular basis. this can be done via a newsletter opt-in, free report opt-in or simply a client list.

more: five kinds of small thinking | three questions for the new year | 13 reasons to master consumption marketing | when to talk about fees | take a moment for appreciation | beyond compliance: what more you can provide  | boost your cross-selling in two easy steps
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

as time goes on, your list will get larger, and many contacts with email addresses you collected years ago may stop interacting with you. as your list grows, you may be charged more to maintain a larger list size. as people stop opening your emails, it can affect the deliverability of all of your emails.

these are the reasons why you should periodically clean your email list.

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how to differentiate cas

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learn what the client wants and needs.hitendra patil cas q-and-a logo

by hitendra patil
the definitive success guide to client accounting services

have a cas question? get it answered here.

q: my firm is growing into cas offerings. we have different pricing levels as well. but it seems clients are not grasping how our cas offerings are different. how do we differentiate?

more cas: matching your tech to your cas clients | the tech stack you need for cas | yes, you have the staffing for cas | six steps to spreading cas awareness  | finding profits in cas |

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

a: accounting is about doing work that is exceptionally well-defined. it follows clear laws and regulations. people, processes and technology cannot easily differentiate you from the competition. but client accounting services is different than traditionally defined accounting work. you can differentiate cas in many ways.

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four biz dev tasks to start the new year

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dollarphoto screen shot 2016-02-22 at 12.23.16 pmthe science behind pipelines.

by martin bissett
business development on a budget

i’ve taken many accounting firm partners through this process, and it’s quite common for them to balk a little at the pipeline idea when they see the amount of work involved.

more: good enough is not enough | a list is not a pipeline | prepare the next generation now | nine points to check before hello | why clients struggle with growth | nine biz-dev metrics for making partner
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

they see it as just another call on their time when they already have far too much to do, and they ask me why they can’t just write down a list of prospects and go to work on them.
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transform your marketing with crm

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the right system can streamline client communications and simplify prospecting leads. streamline sales and marketing with the right crm.

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

a crm is a system that helps you centralize marketing and customer communications with clients and prospects. it stands for customer relationship management, and most of these systems are now in the cloud as web apps.

more: nine thoughts on self-marketing for the introvert | don’t let prospects fall through the cracks | five kinds of small thinking | three questions for the new year | 13 reasons to master consumption marketing | when to talk about fees | take a moment for appreciation | beyond compliance: what more you can provide  | boost your cross-selling in two easy steps
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

what crms do
it’s amazing what crms can do these days. as client contact points have grown over the last few decades beyond phone and fax, so have crms’ capabilities to unify client messaging. at the core level, all crms typically allow you to store customer and prospect contact data, such as name, address, company name, titles and so forth. most of them allow you to create custom fields to store things like type of entity, marriage or filing status, and what accounting software they use.

here’s where it starts to get fun.

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stop selling and start discovering

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woman shaking hands with a man as another man looks on

discover how not selling produces better business.

by russ alan prince
your $5 million high-net-worth practice

selling is persuasion. it’s convincing someone – prospects and clients – that they should engage you for your services.

more: create family dynasties and add value, roi | four core principles for elite wealth management | is elite wealth management right for you? | wanna know what clients say about you? | why accountants fail at wealth management
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

as an accountant, you have a set of expertise and selling is about getting others to hire you for your expertise. however, a much more powerful way for you to grow your accounting practice is by not selling.

allow me to explain.

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