marketing & sales

consistency is key to business development

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man writing on a calendaryes, even during busy season.

by martin bissett
how to win the new breed of client

you may be asking yourself how you will know when you are successful in your selling efforts. many people have asked me that, but it’s the wrong question because firms have different goals.

more: prepare the next generation now | five ways to show commitment | selling isn’t hard | selling happens all the time | do you make your firm look good?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

some want to simply tick over and replace the clients they lose, some want to grow exponentially, some want steady and consistent growth they can measure and monitor. so there is no one definition of success. but no matter what yours is, you will never attain it if you are inconsistent in your process of winning new business.
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how to turn tax returns into new business

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how are you using your reviewers?

by edward mendlowitz and andy mendlowitz
how to review tax returns: the field-tested update

tax season is a microcosm of everything done in an accounting practice. one of the primary concerns of a business is having the proper processes and quality control procedures. choosing how to properly use the reviewers’ time and interface them with the staff can contribute immensely to a smooth tax season.

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how to plan a business-building machine

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businesswoman in orange shirt using laptop computer by white wall of windowswhen a lead comes in, what do you do?

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

most accountants want a website that will bring them leads. many accountants have been very disappointed in past attempts to get this marketing channel working for them, and i’d like to give you some ideas why that might have happened.

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 things clients have taught me | why your social media is a flop | beyond quickbooks: wowing your clients
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the good news

the good news is that you can, indeed, get business from your accounting website. as a matter of fact, you can get big business. every week, clients tell us that they had someone fill out the contact form, call or email, or sign up for their newsletter. some leads have been really big, too: mid-market, franchises, multiple locations and many more.
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marketing: not just for partners anymore

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let people at all levels show their strengths.

by bonnie buol ruszczyk
bridging the gap

firmwide initiatives that bridge generations aren’t limited to process refinements and lean-style efficiency efforts. dramatic changes in marketing have accompanied the digital revolution, and today’s most successful firms are embracing their new opportunities. marketing is yet another avenue for bringing together old and young firm members and enhancing mutual understanding as everyone works to benefit the firm’s growth.

more: how to close the generation gap | eliminate mystery through communication | leadership growth is a two-way street | how to encourage firm ownership | change when? continuously | win with an intentional culture | each generation must change
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

marketing in the accounting industry has an interesting, and fairly short, history. it is not unusual to find partners who still remember when it was against aicpa rules to advertise, market, directly solicit or even participate in competitive bidding. virtually non-existent for most of the 20th century, accounting marketing has evolved at a rather slow pace even since the rules were changed with the bates ruling in 1978.
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13 reasons to master consumption marketing

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woman entering information on computerseven ways it’s great for your practice.

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

when i first heard the term “consumption marketing” i quickly fell in love with the concept.

more: maybe price isn’t the problem | when to talk about fees | take a moment for appreciation | five things clients have taught me | why your social media is a flop | beyond quickbooks: wowing your clients
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

consumption marketing is continuing to market to clients even after they’ve signed to do business with you. it’s helping them to more fully “consume” your product or service.
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