bethany silvis: success begins with trust | capstone conversations
capstone conversations
informal and informative discussions with leading growth strategists from the nation’s most dynamic cpa firms.
with jean caragher
marketing & sales
boost your value, boost your fees
can you leave behind a cheat sheet? a toy? it’s not silly if it works.
by sandi leyva
the complete guide to marketing for tax & accounting firm
want to charge more for your services? one way is to offer clients more value. your fees and your value to the client should go hand in hand.
more: three ways to make it easier for prospects to say yes | make your next busy season easier now | three ways to follow up with prospects | how mindset affects your marketing | twelve ways your business card can hurt you | got fomo when it comes to ai and chatgpt? you should: here’s what you’re missing | how to weather any economic storm | ten ways to have more energy this tax season | seven steps to keeping your clients forever | give to receive, and eight more ways to boost sales | five things that clients don’t know about accountants
exclusively for pro members. log in here or 2022世界杯足球排名 today.
here are nine ideas to increase your value to your clients:
1. offer a guarantee
you might feel like offering a guarantee is taking on a lot more risk than you’d like to, but this is a myth. when you offer a guarantee, you help to lower the perceived risk your client feels they might have when deciding to do business with you. this greatly increases the number of clients who will take that chance, even if they don’t know you very well yet. the surprising truth is that very few people will take the time to ask for a refund, making the increased sales far more valuable than the few returns you’ll need to process, if any.
read more →
seven ways that marketing helps you retain clients
how connected to your firm do they feel?
by august j. aquila
price it right: how to value accounting services
if you have any doubts about marketing’s role in retaining clients, this post is for you. i will show you how marketing plays a crucial role in retaining clients by building and maintaining strong relationships, reinforcing trust, and demonstrating ongoing value. here are seven ways in which marketing contributes to client retention:
more: is pricing a marketing function? | develop your personal marketing plan in ten steps | what makes a great website? | four strategies for building your practice | market technology services through workshops and training | service quality: the key to client retention | calculate the cost of losing clients | the secrets of great business developers | dodge the four curses of a production orientation | client acquisition never stops | ‘sales’ is not a four-letter word | three types of marketing message, and which is best | five tips for cross-selling and upselling
exclusively for pro members. log in here or 2022世界杯足球排名 today.
- communication and engagement: effective marketing ensures regular and meaningful communication with clients. it keeps them informed about the firm’s services, updates, industry trends and relevant insights. this engagement helps clients feel connected, valued and more likely to continue working with the firm.
bissett bullet: what’s your bottom line?
today’s bissett bullet: “are you maximizing your profitability?”
by martin bissett
see more bissett bullets here
how to attract clients
focus on their needs, not yours.
by martin bissett
business development on a budget
is pricing a marketing function?
ten steps to designing your pricing strategy.
by august j. aquila
price it right: how to value accounting services
yes, pricing is indeed a fundamental marketing function. it plays a crucial role in determining the value of a product or service in the eyes of customers and has a direct impact on a company’s profitability and market positioning. pricing decisions are typically made based on various factors such as production costs, competition, target market, positioning strategy and customer perceptions of value.
more: develop your personal marketing plan in ten steps | five ways to make partners fall in love with marketing | losing can help you win more | eight areas to cover for personal goals | service quality: the key to client retention | how life cycle changes your marketing | clients buy solutions, not features | make sure you know what you will get from your marketing | three pillars support a successful accounting firm | clients have six reasons for needing you | six ways to market your technology consulting practice | sixteen marketing activities to try
exclusively for pro members. log in here or 2022世界杯足球排名 today.
here are a few reasons why pricing is considered a marketing function:
read more →
allison schlegelmilch: leadership lessons from firm mergers | capstone conversations
capstone conversations
informal and informative discussions with leading growth strategists from the nation’s most dynamic cpa firms.
stream, listen, download, and subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, rss
with jean caragher
for 卡塔尔世界杯常规比赛时间
i was delighted to have a capstone conversation with allison schlegelmilch, director of marketing at rkl llp and an association for accounting marketing marketer of the year.
follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | catch jean caragher every friuday with gear up for growth here |
why was allison named marketer of the year? well, let me give you an idea. read more →
bissett bullet: innovation
today’s bissett bullet: “what do meta, uber, ali baba and airbnb all have in common?”
by martin bissett
see more bissett bullets here
three ways to make it easier for prospects to say yes
bonus: checklists to implement each one.
by sandi leyva
the complete guide to marketing for tax & accounting firms
change is hard on all of us, and there’s no exception when it comes to new customers taking a first step to do business with you.
more: make your next busy season easier now | how to put your strengths to work for you | are you throwing away profits? | three steps to becoming a millionaire | how to use chatgpt to create images | create a bad website in ten easy steps | leverage your strengths to beat stress | are you crossing off your business bucket list? | ten ways to make your business irresistible | five ways to target the low-hanging fruit
exclusively for pro members. log in here or 2022世界杯足球排名 today.
the question is, how can you make it easier for clients to get through that change so that they will do business with you?
the key is to be as approachable as possible, and here are some tips to do that. read more →
four reasons accountants struggle with selling
reframe your thinking.
by martin bissett
winning your first client
make your next busy season easier now
five ways to shift some of the heavy lifting to your lighter months.
by sandi leyva
the complete guide to marketing for tax & accounting firms
for some of you, summer can be a slow time in your business. if you do taxes, all the action is during busy season and in september if you have a lot of extensions. if you’re a bookkeeper, your busiest month is january. and if you do software consulting or training, it slows down in july and august.
more: how to put your strengths to work for you | implement these two daily rituals | want to close a deal? set a deadline | five business development mistakes to avoid | how to leverage chatgpt during this crazy tax season | eight steps to getting started with ai: a guide for tax professionals | you don’t have a time problem | three money leaks and how to plug them | eleven ways to serve clients even better
exclusively for pro members. log in here or 2022世界杯足球排名 today.
if you have a good relationship with your clients, you might be able to move some of your busy season work to off season. and if you have clients who are ready to take advantage of new technologies, there are lots of opportunities in the cloud. here are five quick ideas to stir up some revenue in the slower summer months.
develop your personal marketing plan in ten steps
are you a trusted resource?
by august j. aquila
price it right: how to value accounting services
let’s face it, achieving the firm’s goal is everyone’s responsibility. it cannot be delegated to a marketing director or a handful of rainmakers.
more: five ways to make partners fall in love with marketing | analyze your firm to keep it current | three more strategies for growing your practice | understand the 10 steps of the buying process | calculate the cost of losing clients | eleven possible pitfalls of mergers | six ways to expand your client services checklist | four questions for choosing your marketing audit strategies
exclusively for pro members. log in here or 2022世界杯足球排名 today.
everyone has his or her own style, strengths, weaknesses and objectives when it comes to marketing and bringing in new business. a personal marketing plan gives you the opportunity to take responsibility for
- developing a referral network,
- obtaining new business from existing and new clients, and
- increasing your personal balance sheet by developing new marketing and communication skills.
bissett bullet: ‘x’ marks the spot
today’s bissett bullet: “when it comes to identifying ways in which you could grow your fees by providing more support to your current clients, who do you prioritize?”
by martin bissett
see more bissett bullets here