Marketing has been formalized in some CPA firms for upwards of 20 years. Those early experiences weren't all good ones for the firms or the ground-breaking marketers brave enough to step into firms never before exposed to marketing.
The marketer as a business developerIn my last post, I described the roles and responsibilities of CPA firm marketers. Some marketers are skilled in “sales,” but most are not.
Marketing:identifies appropriate prospectseffectively communicates image and capabilities of the firmcreates awareness of, and emphasizes an appeal—a differentiation factor—about the firm
Perhaps you don’t.
If you think your website exists primarily for clients, think again.
With an international practice, I travel often. I’m always happy to discover tips and ideas that make traveling a little easier, so I hope you’ll enjoy some of my favorite findings. AIR TRAVEL One Bag: http://www.onebag.com
You work in a firm, not a Firm.I think the reason accountants and lawyers excessively capitalize has to do with legal documents (contracts and engagement letters) you know, “This contract is between Smith, Evans and Jones (herein after ref
Rare is the firm that hasn't yet addressed controlling Internet usage, text messaging, instant messaging (IMing), and other forms of communication.
If you'd like to read a detailed and quite fascinating :) article about client selection, CCH published my article, "Who ARE Your Best Clients?
Q. Fellow consultant, Marc Rosenberg—nationally known in CPA management issues—e-mailed me this:"A client asked me the following: 'How often should we be refreshing our we