Five Ways to Wow Your Clients

chocolate chip cookies in white plate with red cup coffee

Sometimes it truly is the thought that counts.

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

You don’t have to be the Ritz-Carlton or Mercedes to provide your customer with a great experience.

Just a little forethought and planning will make a huge difference.

MORE: Six Strategies to Make More without Working More | Six Ways to Beat the Competition | Grow Your Revenue with Three Marketing Strategies | What Can ChatGPT Do for Accounting Professionals? | Generative AI: Should You Avoid It or Adopt It? | Want Better Clients? Here’s How | Get Your Name in the News
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Here are five tips for your consideration:

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Six Strategies to Make More without Working More

Time is money : clock hands on $100 bills

Are there skills you can leverage in multiple ways?

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

When I worked in the corporate world, it was always great to get a raise. Now that I am an entrepreneur, raises are replaced by increases in revenue and profits. More revenue and profits are nice, as long as we’re not working correspondingly more hours.

MORE: Six Ways to Beat the Competition | How to Fight Feeling Overwhelmed | You’re Missing 60% of Your Revenue | Make the Most of CPE Conferences | Beyond Compliance: Six Tips for Adding Value | Track Six Figures to Test Your Marketing | When You Don’t Know What You Don’t Know | Eight Things to Give New Clients | Put Your LinkedIn Profile to Work
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So how can we give ourselves a true raise: work the same amount of hours or less and make more? Here are a few strategies for your consideration:

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Six Ways to Beat the Competition

Big businessman crushing a small one in his fingers

Stop losing business to others.

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

It’s rare that I lose business to competitors, and it’s also not an accident.

MORE: How to Fight Feeling Overwhelmed | The Art of Prompt Engineering for Accountants | Calculate Your Business Relationship Ratios | Set Bold New Goals for the Rest of the Year | Five Ways to Acquire More Clients | Five Stages of Any Business | Leverage Your Client List Today | Need Leads? Try a Quiz | Now’s the Time to Clean Up Your Email List | Don’t Let Prospects Fall through the Cracks | Five Lessons My Clients Taught Me
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If you are losing business to your competitors, here are some strategies you can use to “become a category of one,” as they say in marketing.

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How to Fight Feeling Overwhelmed

overwhelmed businessman covered in sticky notes

Five ways to turn a tough day into a great one.

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

The exact solution to managing your “overwhelm” level will depend on what the source of your overwhelm is. You can also be suffering from more than one source of overwhelm.

MORE: The Art of Prompt Engineering for Accountants | Grow Your Revenue with Three Marketing Strategies | What Can ChatGPT Do for Accounting Professionals? | Generative AI: Should You Avoid It or Adopt It? | Want Better Clients? Here’s How | Four Ways Small Firms Can Beat Large Ones
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Here are five tips to help you manage the most common sources of overwhelm.

1. Find support.

Is your overwhelm related to your packed schedule?
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Eleven Marketing Strategies for Smaller Firms

man wearing glasses working in office at desktop computer, laptop off to sideYou probably haven’t used all of these.

By August J. Aquila
Price It Right: How to Value Accounting Services

Small firm owners know they need to market, but they don’t always know which marketing activities they need to focus on. Here are 11 strategies for increasing your client base that are easy to implement.

MORE: Five Keys to Successful Marketing | How Does Your Firm Measure Up? | Six Questions Before Asking for All the Referrals You Deserve | Five Rules for a Marketing Orientation | Four Ways to Prepare for New Business Development
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1: Get Known in the Marketplace

Before you start marketing, you need to answer these two questions:

  • Who are you?
  • What do you offer?

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Grow Your Revenue with Three Marketing Strategies

Coffee cup by napkin with words including "action plans."

Side benefit: You’ll serve your clients better.

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

The latest marketing strategies and trends are almost as hard to keep up with as the tax law changes these days. Here is a quick taste of three underutilized marketing trends that can solve a couple of issues in the accounting industry and increase firm profits.

MORE: You’re Missing 60% of Your Revenue | Calculate Your Business Relationship Ratios | Set Bold New Goals for the Rest of the Year | Generative AI: Should You Avoid It or Adopt It? | Five Stages of Any Business | Leverage Your Client List Today | Need Leads? Try a Quiz | Now’s the Time to Clean Up Your Email List | Don’t Let Prospects Fall through the Cracks
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1 – Consumption marketing

Does client attrition keep your firm’s managing partner up at night? Consumption marketing is one of several solutions to this challenge. Consumption marketing is designed to increase the consumer’s use of the product and avoid returns (think “avoid writeoffs”).
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You’re Missing 60% of Your Revenue

Here are four ways to stop leaving that money on the table.

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

Accounting firms have done a great job adopting paperless office technologies, the web and even cloud computing, so you may feel you have been doing all you can to streamline margins, become “client-centric,” as some consultants call it, and grow your practice. But I believe there is even more opportunity that very few, if any, in the accounting profession have fully identified or embraced.

MORE: Calculate Your Business Relationship Ratios | What Can ChatGPT Do for Accounting Professionals? | Generative AI: Should You Avoid It or Adopt It? | Want Better Clients? Here’s How | Get Your Name in the News | Four Ways Small Firms Can Beat Large Ones | Why You Need a Link-In-Bio Tool
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I only bring this up because I believe most CPA firms are leaving about 60 percent of their potential revenue on the table (and I can prove it). Worse, they are not sharing their badly needed financial expertise with more businesses that could be greatly helped, especially now.
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Calculate Your Business Relationship Ratios

Two women standing, laughing, looking at laptop one is holding, other holds takeout coffee cup

Is 3:1 good enough? It depends.

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

Here’s a quick exercise: Choose any person in your work life or personal life. Now think back to last few interactions you had with that person. Recall what was said and classify your list into two groups.

MORE: What Can ChatGPT Do for Accounting Professionals? | Make the Most of CPE Conferences | Beyond Compliance: Six Tips for Adding Value | Track Six Figures to Test Your Marketing | When You Don’t Know What You Don’t Know | Eight Things to Give New Clients | Put Your LinkedIn Profile to Work | What’s In a (Domain) Name? Plenty
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What interactions, comments and questions did you have with your chosen person that were negative? Here are some examples of things that are in the “negative” group:
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