the small firm and solo practice

cross-selling by spreadsheet

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start with two easy steps.

by sandi smith

here’s a great spreadsheet exercise you can do to identify what i call “low-hanging fruit,” which means added revenue that will not take too much time or money to go after.

more: why your social media is a flop | the biggest seo secret of all: google business listings | beyond bookkeeping: five value-add service areas | beyond quickbooks: wowing your clients | five ways to get better clients
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

open excel, and start a worksheet from the sales numbers in your accounting system.
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should you try influencer marketing?

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hint: it can solve more than your marketing needs.

by sandi leyva and jason holmes

influencer marketing has been around forever in retail marketing, but does it have a place in the accounting and tax profession? absolutely! here’s what most firms are missing out on when it comes to leveraging this profitable channel.

more: why your social media is a flop | the biggest seo secret of all: google business listings | beyond bookkeeping: five value-add service areas | beyond quickbooks: wowing your clients | five ways to get better clients | 11 kinds of wealth | 11 ways to boost billings and impress clients | how clients get underserved and accountants get underpaid
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

first, let’s get everyone on the same page and define influencer marketing. it’s simply getting help from someone with a large following – an influencer – to market your offerings in exchange for value or a fee. in a way, it’s like an endorsement or sponsorship. but unlike a sponsorship, which is somewhat passive, an influencer is more actively participating in the promotion of your items. you might think of influencers as paid referrals on steroids.
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why your social media is a flop

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young people holding social media logosand how to fix it.

by sandi leyva and jason holmes

social media marketing is the number three way that accounting and tax pros are gaining new business, according to the new clients survey conducted by accountant’s accelerator and 卡塔尔世界杯常规比赛时间.

that’s plenty of evidence to show that it’s working for thousands of accountants.

related webinar:
thursday, dec. 16, 1 pm et.
register | learn more

so, why is your social media failing? read more →

the biggest seo secret of all

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your prospects use it. so should you.

by sandi leyva and jason holmes

one of the most important signals that google uses to rank websites higher in local search results is something that is not even on most accounting firms’ marketing radar. it’s the free business listing that google offers: google my business.

more: beyond bookkeeping: five value-add service areas | beyond quickbooks: wowing your clients | five ways to get better clients | 11 kinds of wealth | 11 ways to boost billings and impress clients | how clients get underserved and accountants get underpaid
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

cpas who take advantage of this listing will have their marketing dollars go much further, even if they outsource this task.

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turn your business model upside down and reap the rewards

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illustration of man pushing "services" buttonyour secret weapon to exponential profits.

by matt solomon

learning to price, sell, and deliver through a simple, proven process streamlines the way you communicate your value and makes it easy for clients to say yes. it’s your secret weapon.

more: shift 2: step into the role of a business advisor | shift 1: stop depending on compliance work | take the nine-point practice checkup | three ways to leverage today’s uncertainties for renewed growth
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

with practice, your ability to price, sell and deliver will be as routine as a 1040

but it’s worth a whole lot more: between $36,000 and $180,000 per year, per client.
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beyond bookkeeping: five value-add service areas

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smiling woman meeting with man in officebe an investment, not an expense.

by sandi leyva

every business needs to do some level of bookkeeping for a couple of reasons:

1) various government agencies require reporting and payments based on the company’s results.

2) the owner needs a certain amount of information to manage their business and keep it profitable.

more: beyond quickbooks: wowing your clients | five ways to get better clients | 11 kinds of wealth | 11 ways to boost billings and impress clients | how clients get underserved and accountants get underpaid
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

many business owners hire us grudgingly for compliance work because they have to. and they consider what they pay us as an overhead expense that is a required cost.

but what if we could turn that perception around?
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beyond quickbooks: wowing your clients

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six real solutions and money-making strategies.

by sandi leyva
the accountant’s accelerator

many accountants are quickbooks proadvisors who offer quickbooks consulting to their clients; you may be one of them.

more: five ways to get better clients | 11 kinds of wealth | 11 ways to boost billings and impress clients | how clients get underserved and accountants get underpaid
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are the opportunities i see to expand your client services in the area of quickbooks consulting, or for that matter, any accounting software consulting.
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five ways to get better clients

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number 5 drawn in sandpsst… it works for finding new hires, too.

by sandi leyva

there are many great things about getting better client referrals. first, referrals have a built-in trust that helps you move through the sales process faster. second, there’s almost no marketing cost involved. third, they tend to make a better long-term client.

more: 11 ways to boost billings and impress clients | how clients get underserved and accountants get underpaid
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

unfortunately, many accountants take a reactive approach to referrals, waiting until they come to them, rather than a more profitable approach, which is to proactively maximize referrals.

here are five proactive ways to boost referrals and get the kind of client you want most:
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11 kinds of wealth

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//m.g005e.com/2021/03/23/17-basic-expectations-of-partners/what resources are you overlooking?

by sandi leyva
the accountant’s accelerator

we all have far more sources of wealth available to us in addition to the assets we normally count as financial wealth. a great skill to add to our tool box is that of resourcefulness. learning and practicing being resourceful has always come in handy for me while traveling, working, and making changes in my life.

more: 11 ways to boost billings and impress clients | how clients get underserved and accountants get underpaid
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

as you go through the list, take an inventory and make a list of all of the resources you have available to you in one form or fashion. by the end of the article, you might be amazed at how wealthy you really are.
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11 ways to boost billings and impress clients

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businesswoman walking up stairswin-win-win: stand out from the competition, serve the client better and put more green in your bank account.

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

as you build your relationships with your clients, it’s always a good thing to see how you can serve them even better.

more on small-firm growth strategies: how clients get underserved and accountants get underpaid | how much are your clients costing you? | how much are your clients costing you? | six ways to make your own history during women’s history month | ppp client fraud: how much risk is too much? | 3 ways to opt out of any downturn | how to lead in a crisis
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are 11 ways you can add value to your existing services, which will enable you to stand out from the competition, serve the client better and put more green in your bank account.
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