Advertising Done Right

But remember there's more to marketing.

By Ed Mendlowitz
The CPA Trendlines Practice Doctor

I have not seen too many CPA ads that have generated revenue, but I’ve seen enough to know that the right advertising program works and produces new clients.

MORE ON MARKETING: 12 Branding Tips | How to Meet Referral Sources | How to Sell Bundled Tax Services | 7 Questions for Succession Planning | 15 Points to Buying or Selling a Business | Offering Elder Care Assurance Services | 9 Questions to Ask About Divorce and Taxes | Guiding Clients in Investment Allocation and Management | How and Why to Offer Estate Planning | Why CPAs Are Suited to Financial Planning
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Most of the CPA firm ads are announcements of their being there, goodwill ads, yellow page or Internet site ads, or branding ads. Advertisements should be designed to get business leads.
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12 Branding Tips

Man and woman holding briefcasesAppearances matter.

By Ed Mendlowitz
The CPA Trendlines Practice Doctor

Branding is part of marketing, but requires you to come up with a unique identity toward your specialty.

MORE ON MARKETING: How to Meet Referral Sources | 8 Considerations with New Clients | How to Prepare Returns for a Multiple-Year Non-Filer | How to Conduct Business Valuations and Forensic Investigations | Yes, Accountants Can Perform Conflict Resolution | Offering Second Marriage Assistance | What You Need to Start a Financial Planning Discussion | Tax Projections: How and Why | How to Raise Client Awareness of Services
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Tax department branding can be done as part of the overall firm, or separately.
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How to Meet Referral Sources

Illustration of different types of people connected9 tips you can start implementing today.                                                                                             
By Ed Mendlowitz
The CPA Trendlines Practice Doctor

Referrals should be your greatest way of obtaining additional business and in particular tax services.

MORE ON MARKETING: 8 Considerations with New Clients | 11 Ways to Get More Tax Clients | Structuring Partnership and Buy-Sell Agreements | The 64-Point Business Startup Checklist | How to Offer Second Opinions | How to Offer Employment Compensation Assistance | Basic Budgeting for Clients | Guiding Heirs | 11 Questions to Ask Every Tax Client | Add New Revenues with Tax Prep Follow-ups | Marketing vs. Selling: Both Must Serve the Client First
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Referrals do not just come from existing clients, but can come from almost everyone you know. Referrals are made by people who believe
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8 Considerations with New Clients

Businessman expressing refusal with open handsSometimes you should say no.

By Ed Mendlowitz
The CPA Trendlines Practice Doctor

We all want additional business, but sometimes the client should be vetted to determine if it is a good fit for your firm and if there are any danger signs.

MORE ON MARKETING: MORE ON MARKETING: 11 Ways to Get More Tax Clients | How to Sell Bundled Tax Services | 7 Questions for Succession Planning | 15 Points to Buying or Selling a Business | 9 Questions to Ask About Divorce and Taxes | Guiding Clients in Investment Allocation and Management | Why CPAs Are Suited to Financial Planning | How to Suggest More Services | Adopt a Marketing Mindset
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Following is a checklist that could help you in making a decision to accept the client.
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11 Ways to Get More Tax Clients

Hand with money fanned out against tax return formPlus 22 ways to get additional business clients.

By Ed Mendlowitz
The CPA Trendlines Practice Doctor

A target is the result of a plan.

MORE ON MARKETING: How to Sell Bundled Tax Services | How to Prepare Returns for a Multiple-Year Non-Filer | How to Conduct Business Valuations and Forensic Investigations | Yes, Accountants Can Perform Conflict Resolution | How to Counsel on Retirement Planning | Investment Clubs and How to Counsel Them | Offering Second Marriage Assistance | What You Need to Start a Financial Planning Discussion | Tax Projections: How and Why | How to Raise Client Awareness of Services
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

So, what is your plan?
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