the small firm and solo practice

eight ways to build busy-season stamina

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attitude is key, but can only do so much.

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

busy season is just around the corner. can you feel the excitement? or the dread?

here are eight ways to boost your stamina and minimize burnout for those of you who are working long hours in the weeks ahead.

more: five things that clients don’t know about accountants | are your revenue projections realistic? | six strategies to make more without working more | the art of prompt engineering for accountants | calculate your business relationship ratios | five ways to acquire more clients | five stages of any business | put your linkedin profile to work | what’s in a (domain) name? plenty
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

1. understand the physical limitations of “willpower.”

according to scientists, our willpower is replenished every morning after a good night’s sleep. it’s strongest in the morning (even if you’re an evening person like me), and it wanes throughout the day. the more stress you’re under, the faster it depletes during the day, and sometimes your willpower runs out before the day does.
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five things that clients don’t know about accountants

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number 5 drawn in sand

we have to remember to offer this information.

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

i’m pretty sure that i am not the only accountant who has made the following mistakes with clients. here are a couple of ideas to help us remember what we know that the client doesn’t and why it costs us when we forget.

more: are your revenue projections realistic? | make your prospect kit stand out | six ways to beat the competition | grow your revenue with three marketing strategies | what can chatgpt do for accounting professionals? | generative ai: should you avoid it or adopt it? | want better clients? here’s how | get your name in the news | four ways small firms can beat large ones
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

1. clients do not know how to evaluate our technical skills.

if you need to hire an accountant, chances are you don’t know a lot about accounting. it just follows that you’re not going to be perfect at hiring an accountant. as accountants, we need to remember that it’s not our technical prowess that gets us the job because the client has no way of evaluating that piece.
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are your revenue projections realistic?

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outstretched hand reaching through funnel of money

three ways to evaluate your new client funnel.

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

you may have heard about the marketing funnel before. there are lots of variations, and i want to cover it in a way that helps us examine our mix of products, services and prices.

more: make your prospect kit stand out | five ways to wow your clients | how to fight feeling overwhelmed | you’re missing 60% of your revenue | make the most of cpe conferences | beyond compliance: six tips for adding value | track six figures to test your marketing | when you don’t know what you don’t know
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the funnel can be pictured like a big “v.”  at the top, wide-open part, there are a lot of prospects interested in your services and products. at the bottom, narrow part, there are a few select customers who buy the most from you.
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make your prospect kit stand out

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businesswomen shaking hands and exchanging a folder

eight must-haves and 10 ways to go beyond the expected.

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

if you’ve spent any time at all in business talking with prospects on the phone or in person, then you probably have a list of benefits or advantages that you like to mention about your company to every prospect. you may have a very structured way of going about this, and you may not.

more: five ways to wow your clients | six strategies to make more without working more | the art of prompt engineering for accountants | calculate your business relationship ratios | set bold new goals for the rest of the year | five ways to acquire more clients | five stages of any business | leverage your client list today | need leads? try a quiz
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

in any case, building a prospect kit will help you become even more consistent in the presentation of your company’s strong points to prospects. and, it’s absolutely essential as you move into larger and larger business deals.

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five ways to wow your clients

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chocolate chip cookies in white plate with red cup coffee

sometimes it truly is the thought that counts.

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

you don’t have to be the ritz-carlton or mercedes to provide your customer with a great experience.

just a little forethought and planning will make a huge difference.

more: six strategies to make more without working more | six ways to beat the competition | grow your revenue with three marketing strategies | what can chatgpt do for accounting professionals? | generative ai: should you avoid it or adopt it? | want better clients? here’s how | get your name in the news
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are five tips for your consideration:

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six strategies to make more without working more

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time is money : clock hands on $100 bills

are there skills you can leverage in multiple ways?

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

when i worked in the corporate world, it was always great to get a raise. now that i am an entrepreneur, raises are replaced by increases in revenue and profits. more revenue and profits are nice, as long as we’re not working correspondingly more hours.

more: six ways to beat the competition | how to fight feeling overwhelmed | you’re missing 60% of your revenue | make the most of cpe conferences | beyond compliance: six tips for adding value | track six figures to test your marketing | when you don’t know what you don’t know | eight things to give new clients | put your linkedin profile to work
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

so how can we give ourselves a true raise: work the same amount of hours or less and make more? here are a few strategies for your consideration:

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six ways to beat the competition

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big businessman crushing a small one in his fingers

stop losing business to others.

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

it’s rare that i lose business to competitors, and it’s also not an accident.

more: how to fight feeling overwhelmed | the art of prompt engineering for accountants | calculate your business relationship ratios | set bold new goals for the rest of the year | five ways to acquire more clients | five stages of any business | leverage your client list today | need leads? try a quiz | now’s the time to clean up your email list | don’t let prospects fall through the cracks | five lessons my clients taught me
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

if you are losing business to your competitors, here are some strategies you can use to “become a category of one,” as they say in marketing.

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how to fight feeling overwhelmed

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overwhelmed businessman covered in sticky notes

five ways to turn a tough day into a great one.

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

the exact solution to managing your “overwhelm” level will depend on what the source of your overwhelm is. you can also be suffering from more than one source of overwhelm.

more: the art of prompt engineering for accountants | grow your revenue with three marketing strategies | what can chatgpt do for accounting professionals? | generative ai: should you avoid it or adopt it? | want better clients? here’s how | four ways small firms can beat large ones
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are five tips to help you manage the most common sources of overwhelm.

1. find support.

is your overwhelm related to your packed schedule?
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eleven marketing strategies for smaller firms

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man wearing glasses working in office at desktop computer, laptop off to sideyou probably haven’t used all of these.

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

small firm owners know they need to market, but they don’t always know which marketing activities they need to focus on. here are 11 strategies for increasing your client base that are easy to implement.

more: five keys to successful marketing | how does your firm measure up? | six questions before asking for all the referrals you deserve | five rules for a marketing orientation | four ways to prepare for new business development
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

1: get known in the marketplace

before you start marketing, you need to answer these two questions:

  • who are you?
  • what do you offer?

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grow your revenue with three marketing strategies

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coffee cup by napkin with words including "action plans."

side benefit: you’ll serve your clients better.

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

the latest marketing strategies and trends are almost as hard to keep up with as the tax law changes these days. here is a quick taste of three underutilized marketing trends that can solve a couple of issues in the accounting industry and increase firm profits.

more: you’re missing 60% of your revenue | calculate your business relationship ratios | set bold new goals for the rest of the year | generative ai: should you avoid it or adopt it? | five stages of any business | leverage your client list today | need leads? try a quiz | now’s the time to clean up your email list | don’t let prospects fall through the cracks
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

1 – consumption marketing

does client attrition keep your firm’s managing partner up at night? consumption marketing is one of several solutions to this challenge. consumption marketing is designed to increase the consumer’s use of the product and avoid returns (think “avoid writeoffs”).
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you’re missing 60% of your revenue

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here are four ways to stop leaving that money on the table.

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

accounting firms have done a great job adopting paperless office technologies, the web and even cloud computing, so you may feel you have been doing all you can to streamline margins, become “client-centric,” as some consultants call it, and grow your practice. but i believe there is even more opportunity that very few, if any, in the accounting profession have fully identified or embraced.

more: calculate your business relationship ratios | what can chatgpt do for accounting professionals? | generative ai: should you avoid it or adopt it? | want better clients? here’s how | get your name in the news | four ways small firms can beat large ones | why you need a link-in-bio tool
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i only bring this up because i believe most cpa firms are leaving about 60 percent of their potential revenue on the table (and i can prove it). worse, they are not sharing their badly needed financial expertise with more businesses that could be greatly helped, especially now.
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calculate your business relationship ratios

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two women standing, laughing, looking at laptop one is holding, other holds takeout coffee cup

is 3:1 good enough? it depends.

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

here’s a quick exercise: choose any person in your work life or personal life. now think back to last few interactions you had with that person. recall what was said and classify your list into two groups.

more: what can chatgpt do for accounting professionals? | make the most of cpe conferences | beyond compliance: six tips for adding value | track six figures to test your marketing | when you don’t know what you don’t know | eight things to give new clients | put your linkedin profile to work | what’s in a (domain) name? plenty
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

what interactions, comments and questions did you have with your chosen person that were negative? here are some examples of things that are in the “negative” group:
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what can chatgpt do for accounting professionals?

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the dawning of new technologies is usually daunting, but this is one we should all be excited to try.

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

chatgpt has been in the news almost daily. it’s the latest “hot” technology. you might be wondering what’s so great about it, i.e., what can it do for accountants?

 

new course: are you looking for an accounting-specific course on chatgpt?  we have one right here! 

when we answer that question, we really need to answer a couple of questions. first, what can it not do, or what shouldn’t we use it for? and second, what tasks are safe or low-risk that we can use it for to increase our productivity?

more: make the most of cpe conferences | set bold new goals for the rest of the year | generative ai: should you avoid it or adopt it? | five ways to acquire more clients | five stages of any business | leverage your client list today | need leads? try a quiz
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

first, we’ll look at what not to use chatgpt for and then we’ll look at what you should be using it for. last, we’ll examine two rules to follow when using chatgpt.
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