If your clients are unfamiliar with web portals, you can explain how web portals save everyone time and make the exchange of files easier. For end clients, using a web portal means they never need to be concerned about an e-mail server being bogged down or rejecting the exchange of large QuickBooks files.
Phyllis Haserot’s book, The Marketer’s Handbook of Tips & Checklists, provides more than 100 checklists covering a range of topics any professional needs to know in order to master building a successful career as both a rainmaker and client-focused service deliverer. This article features one of her checklists.
An often overlooked part of marketing and growing your practice involves your physical office arrangement. The appearance of your office should set the client in the right frame of mind to engage you for additional services, including wealth management services.
Many CPAs think that they must market outside of their existing client base. However, within your existing base is usually enough tax, tax planning, and ultimately wealth management candidates, to effectively expand your practice for years.
SocialCPAs published its Social Media Survey in December. The survey was developed to gain an understanding of how the accounting profession is adopting or avoiding social media. Barry MacQuarrie, CPA, of SocialCPAs surveyed hundreds of accounting professionals and received responses from eighteen countries.
A survey conducted by the Public Affairs Council shows that 90 percent of the 1,753 adult participants have a "somewhat or very favorable view" of small businesses, versus 61 percent who feel that way about major companies.
AICPA Business and Industry Economic Outlook Survey measured nine components
All nine components showed modest improvement in the fourth quarter
Survey revealed increased optimism that the US economy will improve in 2012
AICPA Webcast, "Looking Ahead to 2012: Progress of Paralysis?" covering the survey to be made available
Getting through your to-do list faster isn't what time management is about – at least not anymore. After all, this is the digital era! Rather than managing our existing time as if it was finite, we need to find ways to multiply it and make our lives better.
The American Institute of Certified Public Accountants (AICPA) has announced that it will co-locate its Practitioners Symposium/TECH+ conferences with the Association for Accounting Marketing's Annual Marketing Summit.
There is a wealth of marketing tools, resources, and software available on the market - many of which work well and are cost effective. My intention with this article is to provide those with no marketing plan with a little inspiration and to mention that it might be time to review existing plans.
Marketing has never been hands-on the way that sellers were when they made cold calls or went to client sites to make presentations. Sellers worked more with the buyer; marketers worked more with the solution, the brand, and the general demography of possible buyers.
In a tough economy, marketing is often the first to go. But that can mean missed opportunities. So, more accounting firms are using social media to boost their marketing efforts without busting their budgets.
Small companies that implement marketing systems to identify their best prospects can dramatically increase revenue and reduce the time and cost of their sales cycles. Best prospects are those companies that need what you are selling the most, are ready to buy immediately, and will pay top dollar.
For years, marketers have made it their business to study different age groups for ways to best reach out to, and communicate with, the various generations. But who are we referring to when we break down the generations?
I spoke in December at a networking meeting of sales professionals. What I was asked to speak about (and this by someone who fully understands my views on the topic), and what I disclosed during my brief presentation is the following: Sometimes it’s just not about money.