here’s what you’re looking for: sandi smith leyva

marketing & sales

five lessons my clients taught me

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

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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marketing & sales

how to plan a business-building machine

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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checklist

five tests: how open are you to change?

post with two signs, "same" and "change"you can’t fix what you don’t see.

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

a long time ago, a participant in one of my classes passed a note saying, “the only people who like change are babies.” i believe everyone will agree that change is not easy until you develop a skill to embrace it.

more: 13 reasons to master consumption marketing | how to fire a client | five tips for virtual team member happiness | five skills that spell success | beyond compliance: what more you can provide  | the biggest seo secret of all: google business listings | five ways to get better clients
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are five quick questions for your consideration:

marketing & sales

13 reasons to master consumption marketing

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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pro member exclusive

maybe price isn’t the problem

asian woman shopping for clotheswhat else do potential clients know about you?

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

i hear more accountants grumbling daily about how price-sensitive their prospects and clients have become. and they are right, to a degree. the economy has caused even the rich to count their pennies, and the percentage of people who look at a price tag before they buy has increased over the last five years.

more: when to talk about fees | five tips for virtual team member happiness | five skills that spell success | beyond compliance: what more you can provide  | the biggest seo secret of all: google business listings | five ways to get better clients
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

yet studies show that roughly 54% of buyers are not price-sensitive, and i would be willing to bet even more are selectively price-impervious depending on what they buy: women’s shoes, men’s cars, personal services, jewelry, vacations, cosmetics and hair, to name a few exceptions.

so why are so many accounting clients and prospects price-sensitive?
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