Here are ten New Year's resolutions that every CPA can follow. Once you've begun the process of embracing these ideas, you'll probably see a difference in your attitude toward client service and business development!
Predominantly, when I meet with new firms and go over the Cloud accounting services opportunity, the first thing they want to do is start putting together a marketing plan. Most firms quickly find they're lost when they start this way.
I've found that marketing is a lot like running. It's better to do a little of it consistently than do too much all at once. If you're out of shape, trying to run ten miles in a day won't solve your problem. It'll just make you sore less likely to get out there tomorrow.
Your firm may be successful today, but everyone knows that success can be fleeting unless you're continuously thinking ahead to identify and win the next client. The key to developing a strategy for winning new clients is to answer these key questions: Why? Who? What? How?