how clients get underserved and accountants get underpaid

number 5 drawn in sandfive missed opportunities to serve clients.

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.

more on small-firm growth strategies: five marketing mistakes to avoid | how much are your clients costing you? | spend your time on the most profitable tasks | seven performance boosters for your firm | why your google ranking is about to tank
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here are five ideas to help us remember what we know that the client doesn’t and why it costs us when we forget. read more →

how to lead in a crisis

9 steps to pull you through the coronavirus pandemic even stronger.

by sandi leyva
the accountant’s accelerator

as accounting professionals, we’re on the front lines helping our small business clients and our employees through this crisis in multiple ways. it’s a chance for us to display extraordinary leadership as a profession.

more on small-firm growth strategies: how to think straight through the coronavirus crisis | tech tools for working through the coronavirus | 7 tips to keep the clients you have | do you know your opportunity number? | 7 tips to boost your firm’s performance in 2020

see all 卡塔尔世界杯常规比赛时间 special coronavirus crisis coverage

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here’s a tweet i just love that exemplifies the times:

screenshot of tweet

here are some reminders for all of us as we step up to lead our firms and help our clients in these times:

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how to think straight through the coronavirus crisis

setting priorities in uncertain times.

by sandi leyva
the accountant’s accelerator

with the coronavirus crisis coming on top of tax season, the next few weeks may be the most challenging we’ve ever faced.

more on small-firm growth strategies: tech tools for working through the coronavirus | 7 tips to keep the clients you have | 5 mistakes to avoid when seeking new clients | is your client newsletter stuck in the 1990s? | do you know your cac number? | change overload: 5 simple coping strategie
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under these conditions, it’s hard for many to figure out what to work on next because there is so much work to be done. it’s easy to lose focus and end up working on unprofitable, yet urgent tasks. that’s not to say we put profit before people. but without profit, we can’t take care of our people.
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mix and match marketing channels

illustration of marketing strategy
marketing concept with financial graph and chart

don’t forget to track your results.

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

it’s time now to start executing your marketing plan for your business. let’s review the steps that got us here.

more small firm growth strategies: marketing materials 201: some advanced tips | testimonials: why and how | how to use ‘warmed-up’ telemarketing | awards can boost your reputation | technical aspects of video and youtube | social media basics for accounting firms | how to maximize online profile sites
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you created your revenue plan, which gave you the number of new clients you need to attract. you met your ideal client. then you were introduced to the idea of creating a marketing plan for each channel you use, and only selecting the number of channels you need to get to the number of clients you desire.
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marketing materials 201: some advanced tips

young man working in home office5 ways to wow potential clients.

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

i’ve discussed a lot of basic ways to get the word out about your business.

more small firm growth strategies: testimonials: why and how | 10 marketing materials you need | content marketing types and tips | are you newsworthy? | why cpas need video | make google adwords work for you | make the most of trade shows | track your online reputation
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

today we’ll go over some more advanced marketing materials.
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testimonials: why and how

woman winking and holding thumb upthese pay off huge.

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

a testimonial is a short written recommendation from a past or current client. most accountants i talk to hate testimonials and don’t use them. but here’s what they don’t realize: other people love them, and they really make a difference.

more small firm growth strategies: 10 marketing materials you need | make direct mail work for you | write your way to expert status | make newsletters work for you | how to schedule social media content | the 5 c’s of successful websites | speaking: how, where and getting leads from it | the a-b-c’s of getting started with advisory services
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

if you don’t have any, a prospect could assume that you don’t have any clients either. get rid of that objection easily by posting testimonials so prospects know you’re not just starting out.
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make direct mail work for you

woman reading letter by wall of mailboxesbonus: several sample letters.

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

one of the first things a new business owner asks me about is direct mail. i don’t know why so many people go there first, but they do.

more small firm growth strategies: how to use ‘warmed-up’ telemarketing | content marketing types and tips | are you newsworthy? | why cpas need video | make google adwords work for you | make the most of trade shows | track your online reputation
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

twenty years ago, the response rate for direct mail was pretty good. out of every 100 pieces you sent, you would get three responses back. it didn’t matter how bad you were at direct mail.
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how to use ‘warmed-up’ telemarketing

young businessman on phone with colorful world map backgroundstart with research.

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

highly targeted telemarketing can work well for accounting firms.

more small firm growth strategies: content marketing types and tips | write your way to expert status | make newsletters work for you | how to schedule social media content | the 5 c’s of successful websites | speaking: how, where and getting leads from it | 3 more kinds of referrals | turn to the abcs for client feedback | use client ‘touch plans’ to stay in touch
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i will cover this topic briefly because it is not my expert area. i will share how you can combine telemarketing with other marketing channels to very successfully attract clients, especially those in the mid-market range with higher revenues.
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content marketing types and tips

young smiling woman using red laptop in officeonce you’ve created it, maximize it across multiple formats.

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

you might have heard the term “content marketing.” in professional services selling there is almost always an educational component to the entire selling cycle.

more small firm growth strategies: write your way to expert status | awards can boost your reputation | technical aspects of video and youtube | social media basics for accounting firms | how to maximize online profile sites | build your community reputation | build reputation through credentials, testimonials
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

for example, buyers may not know they need sales tax consulting. they may not know they’re missing out on tax deductions, and they may not know that cloud accounting is better than what they have now.
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write your way to expert status

businesswoman in orange shirt using laptop computer by white wall of windowsnot a great writer? you can outsource that part.

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

a great way to build trust among prospects is to demonstrate your expertise and experience in writing.

more small firm growth strategies: awards can boost your reputation | are you newsworthy? | why cpas need video | make google adwords work for you | make the most of trade shows | track your online reputation
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

three options to do that include developing case studies, writing white papers and publishing articles.
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71 places to find new clients

illustration of lead sources

a cornucopia of tech-fueled opportunities for gaining visibility, getting found and attracting business.

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

modern accountants are on board with both the paperless office concept and cloud accounting: embracing them, implementing them, and benefiting from them.

more small firm growth strategies: are you newsworthy? | make newsletters work for you | how to schedule social media content | the 5 c’s of successful websites | speaking: how, where and getting leads from it | more

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

but there is a disconnect in most accounting firms in one area, and that’s marketing.

why are some firms still stuck in the 1970s when it comes to marketing? this drags down the reputation, culture, and perception of the entire firm – and maybe the entire profession.

here, we’ve compiled 71 tactics and strategies for professionalizing and systemizing your business development efforts. there are, of course, more. but you won’t go wrong picking just a couple from this list and getting to work as seriously on your business as you are at working in your businesas.

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awards can boost your reputation

people in office releasing balloonsbe ready to nominate yourself.

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

winning an award brings free publicity and builds reputation and credibility all at the same time. you can win awards for writing articles in accounting magazines, be named to a top 100 most influential people in accounting list, earn your way onto the top 100 fastest-growing accounting firms, win the local volunteer of the year award, and many more.

more small firm growth strategies: are you newsworthy? | make newsletters work for you | how to schedule social media content | the 5 c’s of successful websites | speaking: how, where and getting leads from it
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the top sources for tapping into accounting awards and contests include:
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are you newsworthy?

woman with tablet and man with newspaper reading news at homeconcrete tips on attracting the media’s attention.

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

as a marketing channel, public relations is one of my personal favorites. it includes getting mentioned in news or trade media and publications, having an article you wrote published or reprinted, applying for and winning awards, or otherwise being in the public eye for one reason or another.

more small firm growth strategies: make newsletters work for you | technical aspects of video and youtube | social media basics for accounting firms | how to maximize online profile sites
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

when i started a photography studio several years ago, i sent sample photos of my work along with a letter explaining my business to several news outlets. it was july, and in august, the sunday magazine supplement to the dallas morning news picked up the story and published my samples. they were portraits of cats and dogs, and my phone rang for days. within a week, i was booked through christmas, and my business broke even a year ahead of time because of that one piece of publicity.
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