what your marketing program can and can’t do

"target market" illustration with arrow and bull's eyeall the marketing effort in the world will rarely produce a client. it can only produce a receptive prospect.

by bruce marcus
professional services marketing 3.0

editor’s note: 卡塔尔世界杯常规比赛时间 was privileged to have a long relationship with bruce w. marcus, who was ahead of his time in his thinking and practice in marketing for accounting. we are publishing some of the late expert’s evergreen work, which retains wisdom for the present.

the tools of marketing are not a program – they are simply tools.

more: have you planned how to service your new revenue? | how to set marketing objectives | how marketing in accounting has evolved | accounting marketing 3.0: new rules | nine fundamentals for a healthy marketing culture in an accounting firm
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

a marketing program, then, is not simply a catalogue of tools. it’s a plan – a strategy and a tactical plan. it’s the sum total of all relevant activities, supporting one another, and not just random activities designed without objective nor relevance to the needs of the prospective client.
read more →

capture testimonials to increase credibility

testimonials are powerful, and video leads the way.

by beth ziesenis
app of the week

the first full week of may is update your references week, and whether you want references for yourself or your company, it’s always a good idea to know someone who can speak well of you and/or your services.

more apps of the week:  make your computer a clean slate | recycle and repurpose old devicesenlist ai for more productive meetings | keep teams on task with project management apps | apps to put your affairs in orderapp of the week: celebrate black business month | app of the week: cheap flights | help your clients save money | time to upgrade your spreadsheets | app of the week: secretly stash cash | easy apps for increasing client engagement with video | app of the week: grow your business knowledge and career skill sets | app of the week: upgrade your resume | app of the week: end procrastination
see all: apps of the week here |
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

a reference or testimonial can be crucial because they are typically unbiased comments that will either prompt managers to secure an interview with a hopeful job candidate or they can encourage others to try your products or services.

read more →

eight questions to hold yourself accountable

what are you selling on?

by martin bissett

business development on a budget

the secret to overcoming failure to correctly implement a successful business development strategy is by “winning your first client” and this starts by being accountable to someone for your performance.

more: experts: what it takes to become partner | business won’t come to you | forged in fire: the pains of leadership | a lesson in customer service and reputation | prioritize your prospects | good enough is not enough
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

now that “someone” may be your fellow partners in the firm. if you are a senior manager, that may be the partner to whom you report.
read more →

have you planned how to service your new revenue?

two businessmen discussing a projectsix marketing considerations. also: nine goals beyond getting new clients.

by bruce marcus
professional services marketing 3.0

editor’s note: 卡塔尔世界杯常规比赛时间 was privileged to have a long relationship with bruce w. marcus, who was ahead of his time in his thinking and practice in marketing for accounting. we are publishing some of the late expert’s evergreen work, which retains wisdom for the present.

firm objectives are the context for marketing programs, which are, in turn, the blueprints for achieving firm objectives. to think of marketing otherwise is to court marketing programs that are irrelevant and unproductive.

more: how to set marketing objectives | nine reasons that prospects say yes | how marketing evolved to 3.0 | accountants don’t sell soap.
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the word market warrants some clear definition. a market is a group, of any size, with a common need or purpose. a market is a group that can be reached by common media. a market group is dynamic, subject to change, to reorganize, to respond to such external forces as the economy, law and regulation, and social factors.
read more →

four additional services to suggest

overhead view of two businessmen having meetingbonus: sample letters to send clients.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

in order to help clients work out their problems, we need to give them suggestions and we need to charge the clients an appropriate fee.

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

no matter how you price or bill for your services you will be spending time helping them and during that period you will be drawing on your vast experience, knowledge and data base of the client’s affairs.
read more →

how to set marketing objectives

three arrows in center of bull's-eyefirm and marketing plans must be intertwined.

by bruce marcus
professional services marketing 3.0

editor’s note: 卡塔尔世界杯常规比赛时间 was privileged to have a long relationship with bruce w. marcus, who was ahead of his time in his thinking and practice in marketing for accounting. we are publishing some of the late expert’s evergreen work, which retains wisdom for the present.

because a professional services marketing program must do more than accumulate clients, and because it must function in a dynamic world that’s constantly in flux, an effective marketing program can’t be a static list of activities that use a static list of marketing tools. it must have clear objectives that are flexible enough to accommodate the dynamic nature of the market. it must focus specific aspects of a practice, predicated on the distinctive needs of each aspect of the prospective clientele.

more: nine reasons that prospects say yes | why is change so hard for firms? | why value pricing works | why competition matters most
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

for example, a marketing program to attract high-asset individuals is different from one to attract corporations. a program to attract real estate developers is different than one to attract builders.
read more →

put your linkedin profile to work

official_logo_linkedin

five ways to improve it today.

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

your linkedin profile is just as important as your website these days. it’s not uncommon at all for small business owners to check out your profile before contacting you. if your profile doesn’t measure up, then you might not get the lead. here are five ideas to get the most out of your linkedin profile.

more: leverage your client list today | why you need a link-in-bio tool | five emotional skills for entrepreneurs | transform your marketing with crm | five kinds of small thinking
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

1. write a friendly, keyword-filled background. 

on linkedin, the best backgrounds are less formal, more friendly and conversational in style. let people know what drives you from a business standpoint, what you’re passionate about and who the ideal client is for you.
read more →

business won’t come to you

hand using key to unlock doora proactive approach is where many fall short.

by martin bissett
business development on a budget

have you noticed all of those titles in the local bookstore or at the airport offering us the “key” to this and the “key” to that, the “six keys” to one thing, and the “four keys” to another?

more: where is your next money coming from? | forged in fire: the pains of leadership | a lesson in customer service and reputation | prioritize your prospects | good enough is not enough
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

it also seems that every book is a “game-changer” now, to the point where it is difficult to understand what the game is anymore, never mind how to play it.
read more →

leverage your client list today

smiling woman using smartphonedon’t wait for that clever newsletter to be finished. (started?)

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

one of the most valuable assets i have is my list of clients. i wouldn’t be in business if it weren’t for my clients, and i am grateful for each of you every day.

more: five skills for emotional mastery | why you need a link-in-bio tool | transform your marketing with crm | five kinds of small thinking | five tests: how open are you to change? | maybe price isn’t the problem | three thoughts for a quiet morning
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

keeping a formal list of clients and subscribers in a list management system is often overlooked and frequently underutilized, especially in our industry. there are a couple of reasons for this. one is that some accountants are just beginning to understand the five big revenue-building reasons to understand the power of email marketing.
read more →

win your first client: yourself

screen shot 2015-01-16 at 8.11.40 amdo you project confidence?

by martin bissett
the martin bissett practice growth system

winning your first client is all about understanding why someone would buy from you before you ever speak to them, before you ever meet them before you ever start the preparation for talking to them.

more: where is your next money coming from? | forged in fire: the pains of leadership | a lesson in customer service and reputation | prioritize your prospects | good enough is not enough | consistency is key to business development
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

this discipline too often goes unexplained by most sales training programs offered to the accounting profession, but ultimately we have to be comfortable with who we are and the value that we offer.
read more →

five ways to keep your edge as a leader

man writing in notebookspecific steps, including three ways to make life easier.

by august j. aquila
what makes a great partnership

have you ever wondered why in good times or in bad it seems that managing partners of professional services firms fail? what happens to them? do they get stuck in a routine? do they fail to see the next issue coming down the road? do they stop thinking about what is critical for success? or, do they spend too much time with clients, with dysfunctional partners or with all the other noisy, but unimportant things that can pull them from their purpose?

more: five reasons that leaders fail | what managing partners must be doing | do your partners pay their own way? | how to create firm accountability | five questions to ask your partners about accountability
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

sometimes leaders get overwhelmed. they forget that non-stop action is a lot different from delivering results. in short, they lose the alignment between what’s important to them and what’s important to the firm.
read more →

where is your next money coming from?

financial graph on blackboardfive questions to help forecast your firm growth.

by martin bissett
passport to partnership

if i could give you one tip that would assure that you could predict your consistent practice growth, it would be to look at your calendar.

more: forged in fire: the pains of leadership | perception is reality, client version | 10 questions for reconsidering your prices | would you make yourself a partner? | a list is not a pipeline | prepare the next generation now | are you committed to your firm? | nine points to check before hello | why clients struggle with growth
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

you need to look at what is on your calendar and to look at today’s date and ask, “where is the money coming from this month?” look at what recurring fees you have, look at the value of those fees and what they bring in. then consider what would happen if any of those fees did not recur. look at what would happen if those fees dropped out of the equation and think about how you would replace that income.
read more →

jackie meyer: be a problem solver, not a number cruncher

jackie meyer: redefine your boundaries and stop conforming to inappropriate behaviors.

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).

the disruptors
with liz farr for 卡塔尔世界杯常规比赛时间

jackie meyer is a fan of value pricing and niching your practice. her favorite area is tax planning, which doesn’t require a huge investment of time to provide huge financial benefits for clients.

her own firm tripled revenues by focusing on tax planning.

more: randy crabtree: follow these three rules to keep employees happyerik solbakken: yes, you can work less and make more | donny shimamoto: future firm growth requires a mindshiftjennifer wilson: empower young workers to build the firm everyone lovesmike whitmire: re-think your hiring and training practiceshector garcia: success strategies of a quickbooks youtube superstar | blake oliver: why tax work yearns to be freeprivate equity explodes in u.k. | brannon poe: the status quo must go  | accounting nerds, unlock your super powers  | disruptor: jason statts shakes up the status quo | think small to think big with matt wilkinsonwhen financial statements go extinct with corey schmidtcan geraldine carter save accountants from themselves?re-inventing accounting with tyler anderson

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

firms that focus on low-volume, highly-niched areas solve several problems at once.

read more →