marketing & sales

cas marketing is different. here’s how

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you are always marketing the impact of your services.

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: i always got new clients by word-of-mouth/referrals. i also do a bit of marketing. but with cas, i need to do more marketing because i do not have enough cas clients who can give me cas referrals. is cas marketing different than that for other types of services? 

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 |

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a: peter drucker, the legend known as the father of management, celebrated by businessweek magazine as “the man who invented management,” said, “because the purpose of business is to create a customer, the business enterprise has two – and only two – basic functions: marketing and innovation. marketing and innovation produce results; all the rest are costs. marketing is the distinguishing, unique function of the business.”

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a list is not a pipeline

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golden vintage tap with money flowing outbonus checklist: 5 points for grading prospects.

by martin bissett
business development on a budget

so you’ve done all the work to get yourself composed and prepared to go out and generate new opportunities, find new business and new clients. now what? how will you know who to contact for the first step?

answer: your pipeline.

more: what the next generation of practice leaders faces | consistency is key to business development | comfort vs. complacency | how are you showing your commitment? | five questions about your network | seven things that good advisors skip
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many partners think they have a pipeline, but they don’t. what they actually have is just a list of prospects they’ve

  • met with,
  • would like to meet with or
  • have worked with in the past.

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going viral: today’s top marketing strategies

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when did you last optimize?

by penny breslin
it’s not just the numbers

the global pandemic has significantly impacted every aspect of business and our society, including digital marketing and how we do business. accounting firms had to pivot and shift their practices to increase their online presence to stay connected with clients, find a way to stay relevant, and increase their client base.

more: marketing? know your goals first | pick your favorite clients | keep the accountants focused on accounting | what do you want advisory services to be? | meet the new bos | why ai is not the enemy
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the pandemic initially muted and almost eliminated traditional marketing, such as in-person meetings, conferences, and other events, and it amplified the importance of digital marketing in growing accounting practices.

many turned to social media, producing more relevant content, increasing their paid ads budgets, and launching webinars and podcasts. digital marketing is here for good, and firms must embrace it to grow. whatever business goals you have, you can utilize several digital marketing strategies and platforms to achieve them and significantly impact the future of your practice or firm.
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marketing? know your goals first

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digital strategies level the playing field.

by penny breslin
it’s not just the numbers

picking the best clients won’t automatically bring you a steady stream of eager prospects, ready to pay you their hard-earned cash. you have to do some work to help them find you.

more: pick your favorite clients | top ten types of clients (and 24 more reader suggestions) | eight things to stop doing now | keep the accountants focused on accounting | which kind of team do you have? | you don’t have to do everything | what do you want advisory services to be? | meet the new bos | why ai is not the enemy
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

most accountants and bookkeepers would rather do anything other than marketing. most equate marketing with being a pushy and sleazy used-car salesman. a better way to think about marketing is telling the world what you do, who you do it for, and how you can help the people who need your help.
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five lessons my clients taught me

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number 5 drawn in sandthey might not know what they need, so listen carefully.

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

i feel extremely fortunate to have such a wonderful set of clients that i have learned much from the last few years. here is a list of lessons learned that i hope will inspire you to work with your clients in new ways.

more: five tests: how open are you to change? | 13 reasons to master consumption marketing | when to talk about fees | take a moment for appreciation | five skills that spell success | beyond compliance: what more you can provide
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lesson 1: help clients with what they dislike

although not all clients dislike writing, i’ve found that the majority of professionals in financial fields appreciate getting help with their writing. what took me a while to learn was the degree to which many wanted help, and what worked the best was to provide sample letters, emails and marketing materials that were as close to their situation and as complete as possible.

what skill do you have that your clients dislike doing, takes them longer or wants done for them?
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