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

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is your client newsletter stuck in the 1990s?

woman wearing orange shirt texting on a smartphone walking in the street in a sunny dayif you look dated in one area, that perception can spread.

by sandi leyva, cpa

one of the leading client newsletter vendors discontinued its product this year, and we at accelerator newsletters having been getting a lot of calls from staff at accounting firms asking about our client newsletter offering.

more on small-firm growth strategies: outsource or in-house? how does your marketing get done? | making content marketing part of your growth strategy | tough lessons from tax season | 10 quick and easy tips for a better busy season | 6 metrics of marketing | want better clients? 5 ways to hook them
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the calls have been enlightening to me, but also disappointing to find out many firms are stuck in a decades-old way of sending client newsletters. here’s what i have learned from you and what i’d like to share to get everyone caught up to the way it is today in modern digital marketing.
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marketing & sales

outsource or in-house? how does your marketing get done?

three must-have marketing functions for every accountant.

by sandi leyva

the function of marketing in accounting firms has evolved from nonexistence in the 1970s, when it was not permitted, to today’s world of multiple channels and options. but accounting firms have been much slower than other small businesses to create marketing departments in their business models.

if you’re curious to see the types of marketing functions other tax and accounting firms are using and whether they are outsourcing them or using in-house resources, take our survey, and we’ll send you the results.

join the “get new clients” survey. get the results

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marketing & sales

making content marketing part of your growth strategy

nine growth tools every accountant should consider.

by sandi leyva

one of the best ways to build trust with prospects is to provide educational content that showcases your expertise on a topic relevant to the services you’re offering. in the digital world, there are many forms that this content can take.

if you’re curious to see the types of content other tax and accounting firms are using for marketing, take our survey, and we’ll send you the results.

join the survey. get the results

here is a list of just a few ways you can structure your educational marketing content so your firm will get noticed:

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marketing & sales

do you know your cac number? 

how to unravel the real costs to land a new client. 

by sandi leyva

do you know how much it costs your business to acquire a new client?  in marketing, one of the key metrics is cac, client acquisition cost. so how do you compute it?

if you’re curious to see how your cac compares to other tax and accounting firms, take our survey, and we’ll send you the results.

join the survey. get the results

the first thing is to properly segregate your marketing costs into separate accounts or classifications. often, marketing is hidden among a lot of other accounts:

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