the small firm and solo practice

put your linkedin profile to work

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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.
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leverage your client list today

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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.
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five skills for emotional mastery

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two partners celebrating business success outsideevery successful practice owner needs them.

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

there are courses and conferences to help you build the technical skills you need to succeed in accounting. but if you think about it, there is no cpe to help you with the emotional side of your business, and there are plenty of times on a daily basis that the emotional side of business comes into play:

more: why you need a link-in-bio tool | what’s in a (domain) name? plenty | four tips for tough times | nine thoughts on self-marketing for the introvert | 13 reasons to master consumption marketing | when to talk about fees | take a moment for appreciation | beyond compliance: what more you can provide  | the biggest seo secret of all: google business listings
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

1) making a price increase or setting your prices in the first place

2) firing a client from you-know-where
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solos need plans for death, disability

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"sorry we're closed" sign hanging in windowchecklists for pre-planning … and for recovery in a worst-case scenario.

by ed mendlowitz
77 ways to wow!

every sudden death or disability is a tragedy. for those who own a business and do not have a contingency plan in place, their legacy is confusion, high costs, stress and anxiety for their family, employees, customers, vendors and everyone else who depends on that business in some respect.

more: when an owner dies without a buy-sell agreement | are you ready for a co-owner to drop dead? | simple controls can prevent fraud | charity directors must take theft seriously | forensic techniques can be fraud deterrence | the hazards of poor internal controls | rule #1: start with cash
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

businesses are organic in that many people depend on them for many things and do become part of people’s lives. owners who do not plan, shortchange those they leave behind … saddling them with doubt and many times with unnecessary and unfavorable consequences. lack of planning is not done through ignorance, but through arrogance. making plans for your death is difficult and unpleasant … but it is a necessary part of life. it is a courtesy for those closest to you who contributed to your success.
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more cpas see worsening economy

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… especially for small businesses.

by 卡塔尔世界杯常规比赛时间 research

accountants have a unique view of economies – local, national and micro. more than anyone else, they scrutinize numbers, the real numbers, the numbers that real companies and real families report. they see what’s really happening in black and white … and red.

more: has early tax season optimism peaked? | marchternity: just say ‘no’ | marchternity: the solution is community | why the irs is still doing data entry by hand | news on irs is maybe sort of a little bit good | why we all hate the tax code
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

and what they’re seeing now, in terms of economics, according to latest results from the 2023 cpatrendlines busy season barometer, doesn’t look good.

the economic future didn’t look good when the first responses came in, and now it’s looking a little worse.
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what’s in a (domain) name? plenty

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not knowing what you’re doing can cost you plenty.

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

domain names are cheap compared to other marketing costs. they average $15 to $20 per year per domain. but if you register many domains, they can begin to add up. and if you switch domains, you could end up costing yourself far more than $15 in lost revenues if you don’t know what you are doing.

more: need leads? try a quiz | five emotional skills for entrepreneurs | transform your marketing with crm | five kinds of small thinking | five tests: how open are you to change? | maybe price isn’t the problem | the seven-step plan for marketing by spreadsheet
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are my thoughts and what’s possible with domain names, especially as they relate to search engine optimization at the macro level.

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need leads? try a quiz

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woman looking at tablet at outdoor tablehow to write and automate your own.

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

every week, i love to take the bbc news quiz even though i fail miserably each time. if you’ve ever taken a quiz in a magazine, social post or website, you know they can be irresistible. why not use them in your business?

more: five emotional skills for entrepreneurs | four tips for tough times | nine thoughts on self-marketing for the introvert | three questions for the new year | 13 reasons to master consumption marketing | when to talk about fees
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the alluring part of a quiz from a magazine is that you can’t really fail. plus, many of them can give some insight into our personalities or traits, even if it’s made up. how can you use quizzes in your business to attract clients? here are some ideas to do just that.
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five emotional skills for entrepreneurs

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latina woman working at desk and smilingthis goes deeper than leading and communicating.

by sandi smith leyva
accountant’s accelerator

there are courses and conferences to help you build the technical skills you need to succeed in accounting. but if you think about it, there is no cpe to help you with the emotional side of your business, and there are plenty of times on a daily basis that the emotional side of business comes into play:

more: four tips for tough times | now’s the time to clean up your email list | five lessons my clients taught me | five tips for virtual team member happiness | boost your cross-selling in two easy steps | beyond bookkeeping: five value-add service areas | 11 kinds of wealth
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

1) making a price increase or setting your prices in the first place

2) firing a client from you-know-where
read more →

four tips for tough times

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calm balanced businessman sitting outdoors on bench in yoga lotus pose meditating, with office building and blue sky in backgroundchange your thinking to prevail over the most difficult circumstances.

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

perseverance is a skill that anyone can learn to not only survive, but thrive through life’s curves. when adversity strikes, it’s not what happens to you but how you respond to what happens to you that has the greatest impact on your life.

more: now’s the time to clean up your email list | 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 | the seven-step plan for marketing by spreadsheet | beyond quickbooks: wowing your clients | 11 ways to boost billings and impress clients
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are four specific ways you can change your thinking to persevere in the toughest of circumstances.
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transform your marketing with crm

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the right system can streamline client communications and simplify prospecting leads. streamline sales and marketing with the right crm.

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

a crm is a system that helps you centralize marketing and customer communications with clients and prospects. it stands for customer relationship management, and most of these systems are now in the cloud as web apps.

more: nine thoughts on self-marketing for the introvert | don’t let prospects fall through the cracks | five kinds of small thinking | three questions for the new year | 13 reasons to master consumption marketing | when to talk about fees | take a moment for appreciation | beyond compliance: what more you can provide  | boost your cross-selling in two easy steps
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

what crms do
it’s amazing what crms can do these days. as client contact points have grown over the last few decades beyond phone and fax, so have crms’ capabilities to unify client messaging. at the core level, all crms typically allow you to store customer and prospect contact data, such as name, address, company name, titles and so forth. most of them allow you to create custom fields to store things like type of entity, marriage or filing status, and what accounting software they use.

here’s where it starts to get fun.

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nine thoughts on self-marketing for the introvert

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are you afraid to put yourself out there?

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

are you shy? do you consider yourself to be a private person?  do you hate marketing because you feel exposed and prefer not to be the center of attention?

more: three questions for the new year | five lessons my clients taught me | how to fire a client | five tips for virtual team member happiness | boost your cross-selling in two easy steps | 11 kinds of wealth
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

if so, you are not alone. but if you are also an entrepreneur or partner, you are probably sabotaging your marketing investment and you have a higher chance of your business failing (or suffering from low revenue).

what can you do? is there a way to attract clients and stay shy or private?

the answer is maybe. in any case, a mind shift needs to happen.

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