This is part one of four of a "Marketing Your Practice" series.
Websites, which initially served as "glorified business brochures," are no longer acceptable as such. Today, visitors and clients expect much more.
An elevator speech is a description of your business that you can rattle off in thirty seconds or less. It should capture attention quickly, be memorable, and leave your audience open to asking for more information.
Believe it or not, we're nearing the halfway point of 2012. If you're holding a midyear retreat or starting to update your strategic plans, now's a good time to step back and evaluate the best way to take a step forward.
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.