Marketing

Tips on Writing Client E-mail Newsletters

Once you have begun to gather e-mail addresses (opt in) from your clients, prospects and other interested parties, you need to reach out to them on a regular basis. One of the best ways is to prepare a monthly newsletter that will make them pleased that they are part of your firm and client base. Here are some helpful tips on getting your e-mail newsletter opened, read and acted on: THE SUBJECT LINE Do you ever go through your email in-box and delete messages without even opening and reading them? Most of us do. There is just too much e-mail and too little time.

Marketing Study - Help Your Clients Today!

Help Market Your Firm and Your Clients Organization With This Brand New Landmark Marketing Study. Get closer to your clients and help your clients do the same. The study, conducted by Expertise Marketing of more than 500 professional service firms - including over 90 accounting firms - can help any organization better understand how to effectively strengthen the bond between the company and their clients.
A&A

Marketing Help For Small Businesses

Small businesses are different from larger ones if for no other reasons than they have less money to spend and smaller staffs to help them get the job done. The whole point of marketing is to build relationships with your customers and potential customers. Moreover, even though a small business does not have the budget or staff for large-scale marketing plans, you do have contact with your customers every day. With only 24 hours in the day and a business to run, you may want to hire an ad agency or enlist the help of a marketing consultant.
Technology

E-Mail to Clients is Spam

E-Mail to Clients is Spam… if you don't obtain their permission first.By Art Kuesel, Marketing Director, Wipfli CPAs & Consultants, Milwaukee, WisconsinToday CPA firms everywhere are e-marketing to their clients, prospects, and referral sources. However, many firms will sabotage themselves and alienate clients if they don't follow the new corporate standards for "permission marketing."What is Permission Marketing?Permission Marketing is obtaining the permission of clients, prospects, and referrals to send e-mail information to them.
Community News

Step-by-Step Guide to Getting a Client to Say 'Yes'

With the way consumers' goods are advertised and sold, one might get the idea that success requires some kind of "overpowering" of the buyers' mind and thinking process. Yet the successful way is exactly opposite. Marketing and sales are essentially EDUCATIONAL activities. You offer a good service - and once the prospect LEARNS (realizes) and understands those unique benefits, you usually get a new client. The starting point in both is that the potential client doesn't KNOW enough about you or Accounting / Finance to be able to make a POSITIVE decision.
Technology

Spin e-Mail Into Gold

The Internet is one of the best tools your firm has to target new prospects and keep existing clients happy. But before you begin reaping the benefits of e-marketing, you have to collect a database of e-mail addresses. The Internet is an essential tool in the management of a progressive CPA practice. Whether your firm is communicating with clients, filing tax returns online, creating an "Intranet," or launching an e-marketing campaign, one thing is clear: You must collect and manage a list of e-mail addresses. At first glance, this seems like an easy task.
A&A

Financial Services - Avoiding the Ten Traps

Mr. Troy Waugh, CPA, MBA provided this Marketing Moment! A few years ago, one of my clients decided to get into the lucrative business of financial services. After all, financial services companies have been competing with CPAs in the accounting and tax business for years. Partners selected one owner to become the financial services “guru” for the firm. He spent years getting licensed, obtaining a CFP designation and lining up money managers and product sources.
Education & Careers

Career Networking Tips and Ideas

Networking is a matter of maintaining relationships with people who can assist you in your future professional objectives. These people could be bosses, coworkers, subordinates, competitors or golfing buddies. The following is a short list of tips to assist you in maintaining a viable professional network. Make a conscious decision of with whom you want to keep in contact for your network. Choose quality over quantity. Don't feel the need to network with people who can't assist in furthering your career. Remember that every contact you make can be important.
Technology

Accenture Study Finds Keys to E-Commerce Success

A new study published by Accenture, "Was it an illusion? Putting more B in B2B," produces the somewhat surprising results that businesses hoping to succeed in an online, e-commerce environment, must put service first."The findings in our study were counter-intuitive to what we would believe to be the case in BwB which is that price matters first," said Stephen Dull, Accenture partner and author of the study.
Community News

Keep Your Business Growing-Get Ideas From Your Staff

Is there anyone who hasn't worked for a company that has tried the "Suggestion Box" method of soliciting ideas? When it comes down to it, besides the owner, company employees know a company best and can offer the most worthwhile ideas for improvement.
A&A

Do You Rise Above the Competition? Quiz Yourself

There are a number of skills and personal characteristics that top accounting services marketing associates share in common. In today's competitive marketplace, you need to do all you can to differentiate yourself in terms of winning new clients. Each question in the following quiz is based on the results of a study of 100 top-producing marketing reps that was conducted during the writing of Building a Profitable Online Accounting Practice by The Accounting Guild in Las Vegas, NV. Answer each question yes or no to determine how well you stand out compared to the competition.

Who Should be Involved in Business Development?

This article provided by Allan S. Boress, CPA, CFE of Allan S. Boress & Associates A fellow recently approached me at a conference I was speaking at and asked me about whom in their firm should be involved in practice development. It was his opinion that only a handful should participate, whereas I mentioned that everyone should be included.

Fun and Gains

Fun and Gains: Motivate and Energize Staff with Workplace Games, Contests and Activities. Fun and Gains is a collection of activities, contests and games designed to provide managers, HR managers and team leaders with ideas on how to boost communication, motivate staff and increase sales.

Power Up Your Profits

In his book, Power Up Your Profits, Troy Waugh accurately expresses that, "People buy for their reasons not yours." So the question is: What do they care enough about to fund action on today? Think about how executives prioritize.
Technology

Is High-Tech Your Firm's Niche? Survey Says It Should Be

Coming to a city or town near you in 2001!According to a recent survey of state and local economic development agencies, 97% of respondents view attracting high-tech businesses as a top priority in 2001. As the international and U.S.
Tax

Three Sales Tips for Tax Season

By Terri M. SommellaClient service is a hot issue in firms around the globe. When partners think of client service, they hardly equate the subject with selling. Yet questioning and listening skills, which are the foundation of any good sales program, are also the skills needed to give better client service and strengthen our relationships. During tax season, your contact with clients and prospects is at its peak.
Practice Management

Developing and Running Industry or Client Task Forces, with Phyllis Weiss Haserot

FOCUSED MARKETING: Developing and Running Industry or Client Task ForcesPresented by Phyllis Weiss HaserotPractice Development CounselContact pwhaserot@pdcounsel.comThursday, February 22, 2001Visit the AccountingWEB Workshop Calendar for upcoming sessions.SummaryMs. Haserot's session included information on the following topics: 
Community News

Becoming More Market Driven - Getting Closer to Your Clients, with Suzanne Lowe

Becoming More Market Driven - Getting Closer to Your ClientsPresented by Suzanne LoweExpertise MarketingContact slowe@expertisemarketing.comTuesday, February 20, 2001Visit the AccountingWEB Workshop Calendar for upcoming sessions.SummaryWould you like to see how professional service firms are trying to become more sensitive to the marketplace?
Community News

Personal Planning and Coaching for Your Firm, with Terri Sommella

Personal Planning and CoachingPresented by Terri SommellaPresident, Sommella Market StrategiesContact terri@sommellamarketing.comThursday, February 15, 2001Visit the AccountingWEB Workshop Calendar for upcoming sessions.SummaryLearn how personal planning can provide immediate return to your firm's marketing investment. Ms.
Tax

Planning Opportunities Abound with New IRA Rules

On January 11, 2001, the Treasury issued sweeping changes to the IRA required minimum distribution rules. Typically, when Treasury or the IRS promulgate new rules, taxpayers and professional advisors react apprehensively, fearing the worst, but hoping for the best.

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