marketing

tim allen: serendipitous specialization leads to success | gear up for growth

by

full commitment is critical in niche accounting.

click to subscribe anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), boomplay (africa), or rss.

gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

in the world of accounting, niche specialization is often a deliberate strategy. for tim allen, cpa, however, his journey into winery finance was more serendipitous than strategic. with over 30 years of experience—including time at a big 4 firm, leadership roles at multiple wineries, and now managing a successful boutique firm exclusively dedicated to the wine industry—allen has carved out a unique space for himself and his team.

“i didn’t set out to specialize in wineries—it just happened,” allen says. “but looking back, every step led me here.”

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth every friday here | more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

allen’s accounting came unexpectedly during his tenure at deloitte’s san francisco office. while his colleagues gravitated toward high-profile clients, tim found himself drawn to wineries—clients that others overlooked. the opportunity allowed him to work closer to his family in santa rosa while developing a deep understanding of the industry’s financial intricacies.

read more →

august aquila: when marketing drives profit | gear up for growth

by

“every client interaction is a marketing opportunity.”

click to subscribe anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), boomplay (africa), or rss.

gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

marketing has evolved from a client acquisition tool to a vital part of a firm’s overall strategy. “when we first started marketing firms, it was all about bringing in the client and not worrying about anything else,” says august aquila of aquila global advisors and author of the new 卡塔尔世界杯常规比赛时间 practice manual, “max: maximize productivity, profitability and client retention”

sample aquila’s newly released “max: maximize productivity, profitability and client retention” | buy now | learn more | more august aquila

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth every friday here | more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

“marketing today should be so integrated into a firm that it can help the firm increase its enterprise value by making the firm more valuable if you decide to sell,” he says. marketing activities, such as pricing strategies and enhancing client experiences, are essential for firms to differentiate and stay competitive.

read more →

keep clients from “balance due” shock

by

with just a little advanced marketing, you can get paid year-round and have more satisfied clients.

by frank stitely
the relentless cpa

when i talk with prospective clients in any medium, i lead with tax planning. i don’t care if i’m meeting them, calling them or emailing them. i lead with tax planning. the number one complaint clients have about cpas and tax preparers is a lack of planning. they get tax returns and nothing else.

more: stop clients from performing “favors” | who needs fall tax planning? clients … and you | get clients to bring tax docs early…yes, early | why time tracking still matters | make fewer mistakes, increase revenue and capacity | six ways to create a millennial-friendly firm
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the fun part is seeing the reaction when i mention planning. i tell them that they can know the results while there’s still time to change the results. tax season is no longer stressful because they know the answers in advance about refunds and balances due.
read more →

what’s in a (domain) name? plenty

by

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.

read more →

now’s the time to clean up your email list

by

sending emails from a laptopyou’ll engage more and spend less.

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

hopefully, you are building a list of contacts who have given you permission to email them on a regular basis. this can be done via a newsletter opt-in, free report opt-in or simply a client list.

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.

as time goes on, your list will get larger, and many contacts with email addresses you collected years ago may stop interacting with you. as your list grows, you may be charged more to maintain a larger list size. as people stop opening your emails, it can affect the deliverability of all of your emails.

these are the reasons why you should periodically clean your email list.

read more →

transform your marketing with crm

by

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.

read more →

nine thoughts on self-marketing for the introvert

by

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.

read more →

going viral: today’s top marketing strategies

by

when did you last optimize?

by penny breslin
it’s not just the numbers

the global pandemic has significantly impacted every aspect of business and our society, including digital marketing and how we do business. accounting firms had to pivot and shift their practices to increase their online presence to stay connected with clients, find a way to stay relevant, and increase their client base.

more: marketing? know your goals first | pick your favorite clients | keep the accountants focused on accounting | what do you want advisory services to be? | meet the new bos | why ai is not the enemy
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the pandemic initially muted and almost eliminated traditional marketing, such as in-person meetings, conferences, and other events, and it amplified the importance of digital marketing in growing accounting practices.

many turned to social media, producing more relevant content, increasing their paid ads budgets, and launching webinars and podcasts. digital marketing is here for good, and firms must embrace it to grow. whatever business goals you have, you can utilize several digital marketing strategies and platforms to achieve them and significantly impact the future of your practice or firm.
read more →

testimonials: why and how

by

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.
read more →

first, you need clients

by

small potted plant fertilized with coinsapply systems to your sales funnel.

by jassen bowman
tax resolution systems

if your experience is primarily in the tax return preparation arena, then you are most likely used to the service being what is referred to as a “lay down” sale, meaning you really don’t have to sell.

more: tax resolution: a lucrative opportunity | 4 problems with the tax resolution industry | when tax filing season is over, what’s next? | how to end the tax revenue roller coaster with a four-season practice model
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

as an optional service that many people just aren’t familiar with as an option, tax resolution actually requires a little bit of sales skills. i think it’s important for you to have a handle on the key benefits that you bring to the table for potential clients.
read more →

why choose a marketplace orientation?

by

smiling businesswoman offering a handshake5 basic principles to follow.

by august j. aquila

let’s look at the different focuses or orientations that firms can take toward managing and running their practices and see which ones the traditional pricing methods encourage.

more on great partnerships: how traditional fee methods hurt firms | price to get the maximum fee | 7 issues in partner retirement planning | is it time for a partner compensation checkup? | 13 points of a good compensation plan | 5 ways to keep your edge | the toughest job in the world: managing an accounting practice | how to become the firm of choice
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

any organization, whether an accounting firm or not, usually tends to have one of four focuses. they are either selling-oriented, product-oriented, production-oriented or marketing-oriented.
read more →