the small firm and solo practice

don’t let prospects fall through the cracks

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man viewing desktop computer screenlead generation is a waste of money without other pieces locked down.

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

if getting new clients is a bit of a struggle for your business and you’re not reaching the revenue levels you desire because of too few clients, then the first step is to find out where the process is breaking down.

more: 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.

there are five main places:

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five kinds of small thinking

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stressed businessman resting head on hands at deskfailure to delegate is a failure to trust.

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

if you feel you should be doing better than you are in business, you may have a belief pattern that is unconsciously holding you back. the first step is to bring it to the surface. only then can it be addressed, released, and replaced with the belief that will lead you to increased success.

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.

here are the five most common thinking patterns or beliefs that will keep your accounting business from growing.
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three questions for the new year

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young black woman sitting in front of laptop looking thoughtfulbring some clarity to your next steps.

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

with 2023 upon us, it’s a good time to take stock of where we stand for the year, plus regroup as needed before the busy season begins. with so many changes in software, politics, tax laws and global standards, it’s pretty easy to feel a little disorganized.

more: five lessons my clients taught me | 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 | why your social media is a flop | beyond quickbooks: wowing your clients
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are three steps to help us take stock of our foundational business goals, re-evaluate our big picture and get us centered as we enter this new phase.
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five lessons my clients taught me

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number 5 drawn in sandthey might not know what they need, so listen carefully.

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

i feel extremely fortunate to have such a wonderful set of clients that i have learned much from the last few years. here is a list of lessons learned that i hope will inspire you to work with your clients in new ways.

more: five tests: how open are you to change? | 13 reasons to master consumption marketing | when to talk about fees | take a moment for appreciation | five skills that spell success | beyond compliance: what more you can provide
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

lesson 1: help clients with what they dislike

although not all clients dislike writing, i’ve found that the majority of professionals in financial fields appreciate getting help with their writing. what took me a while to learn was the degree to which many wanted help, and what worked the best was to provide sample letters, emails and marketing materials that were as close to their situation and as complete as possible.

what skill do you have that your clients dislike doing, takes them longer or wants done for them?
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how to plan a business-building machine

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businesswoman in orange shirt using laptop computer by white wall of windowswhen a lead comes in, what do you do?

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

most accountants want a website that will bring them leads. many accountants have been very disappointed in past attempts to get this marketing channel working for them, and i’d like to give you some ideas why that might have happened.

more: five tests: how open are you to change? | 13 reasons to master consumption marketing | when to talk about fees | take a moment for appreciation | five things clients have taught me | why your social media is a flop | beyond quickbooks: wowing your clients
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the good news

the good news is that you can, indeed, get business from your accounting website. as a matter of fact, you can get big business. every week, clients tell us that they had someone fill out the contact form, call or email, or sign up for their newsletter. some leads have been really big, too: mid-market, franchises, multiple locations and many more.
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five tests: how open are you to change?

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post with two signs, "same" and "change"you can’t fix what you don’t see.

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

a long time ago, a participant in one of my classes passed a note saying, “the only people who like change are babies.” i believe everyone will agree that change is not easy until you develop a skill to embrace it.

more: 13 reasons to master consumption marketing | how to fire a client | five tips for virtual team member happiness | five skills that spell success | beyond compliance: what more you can provide  | the biggest seo secret of all: google business listings | five ways to get better clients
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are five quick questions for your consideration:

13 reasons to master consumption marketing

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woman entering information on computerseven ways it’s great for your practice.

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

when i first heard the term “consumption marketing” i quickly fell in love with the concept.

more: maybe price isn’t the problem | when to talk about fees | take a moment for appreciation | five things clients have taught me | why your social media is a flop | beyond quickbooks: wowing your clients
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

consumption marketing is continuing to market to clients even after they’ve signed to do business with you. it’s helping them to more fully “consume” your product or service.
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how to fire a client

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big businessman foot on spring kicking three businesspeoplebonus: sample client disengagement letter.

by sandi leyva and michelle long

how many clients have you fired?

more small firm growth strategies: what to do when a client doesn’t pay | the dreaded ‘quick question’ | how to handle referrals – and how not to | why clients need dashboards | five ways to raise your prices | your existing clients are your best leads | need more business? focus on referrals

let’s talk about firing a client because sometimes you do need to fire your client. maybe they’re difficult to work with, or a guy is belligerent and loud and yells, and you don’t want to work for him. maybe there are ethical issues.
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