surveys & research

measuring marketing success: the 10 kpis

by

they can be used in ways you might not have considered.

by august j. aquila
price it right: how to value accounting services

marketing key performance indicators (kpis) are measurable values that help marketers track and analyze the success of their marketing campaigns. the firm and its marketing department must jointly determine which of the kpis are important and will be tracked.

more: seven reasons marketing can make your firm a great place to work | seven ways that marketing helps you retain clients | is pricing a marketing function? | develop your personal marketing plan in ten steps | five ways to make partners fall in love with marketing | analyze your firm to keep it current | what makes a great website? | losing can help you win more | three more strategies for growing your practice | four strategies for building your practice | eight areas to cover for personal goals | understand the 10 steps of the buying process
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

i’m going to briefly discuss 10 key performance indicators so that you can put a dollar amount on the effectiveness of your marketing strategies and campaigns as well as track the firm’s overall marketing performance.
read more →

the importance of great bosses

by

do your employees want to spend time with you?

by marc rosenberg
cpa firm staff: managing your #1 asset

in most organizations, everyone reports to a specific individual. early in his career, marc rosenberg was the controller of a valve manufacturing company. the company grew to the point where he needed to hire an assistant controller. guess who that person reported to 100 percent? guess who was totally responsible for the success of that assistant controller? marc, in both cases. if that person failed because of no fault of marc’s, it still reflected negatively on him. marc was held accountable.

more: how remote work is impacting accounting firms | make work flexibility work for everyone | why staff leave cpa firms … and how to stop them | how to solve the big disconnect in talent management | what relevance means for staffing in accounting | how accounting staffing has changed
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

but cpa firms operate differently, and therein lies the rub. staff have multiple bosses because each client they work on has a different team consisting of a partner, a manager and/or a senior. we call this the “who’s my boss” syndrome. staff often feel like they have no boss and therefore, no one is looking out for them. or they feel like they have too many bosses when each of their engagements is with a different team.

these are two of the many reasons mentoring is so important. one of the mentor’s jobs is to make their mentees feel like someone is looking out for them.
read more →

partners: your middle managers are getting squeezed

by

staff just don’t feel comfortable asking for things that help their mental and physical well-being.

client pressure: 84 percent can work from home at least sometimes. however, only 44 percent say the firm has their back with difficult clients.

by seth fineberg
accountants forward

crabtree

this may seem mysterious, but when it comes to ensuring job satisfaction and retaining staff, firm leaders should pay closer attention to middle management/mid-career staff and their connection to employees and the work itself, according to a survey conducted by tri-merit group co-founder randy crabtree, hb publishing & marketing company founder hank berkowitz, and myself at accountants forward.

more staffing here | more surveys and research here | more seth fineberg here

“everything about putting your people first leads to increasing the satisfaction of those who work in the profession,” says crabtree. “things like firms having your back, supporting their growth or getting to know who the people you work with are matters greatly.” he added, “when you have a good variety of work to do and find you enjoy that work, you won’t mind working the extra hours at times either.”

read more →