Topic: new clients

Survey Finds Small Business Bullish on 2015

51% plan new hiring now and into next year. For 2015, 81 percent percent of small businesses forecast a revenue increase, with 21 percent expecting to grow more than 100 percent, according to a new survey. The study also shows that employing an accountant pays off. SMBs (small and medium-size businesses) that use an accountant with online accounting software enjoyed a 16 percent increase in revenue over businesses that use online accounting software without an accountant. And using more accountants equals more revenue, says the study released by a cloud accounting software maker.

READ MORE → GO PRO FOR INSTANT ACCESS / PRO MEMBERS LOG IN HERE

6 Simple Steps to Impress a Prospect

How to walk in with head start. By Ed Mendlowitz The CPA Trendlines Practice Doctor QUESTION: How do you make a presentation to get a new client when you do not know everything you should about the client’s business? RESPONSE: No one can know everything about everything. Smaller firms have a harder time but they can reach out to others in their firm, or even partners in similar firms who have the knowledge to assist in the proposal, or friends in larger firms. Here’s are six simple steps to learn as much as you can about a prospect and their industry. 

READ MORE → GO PRO FOR INSTANT ACCESS / PRO MEMBERS LOG IN HERE

5 Areas to Improve Client Acquisition Success

Don’t bother with #5 if you don’t do #1, #2, #3 and #4 first. By Sandi Smith Leyva The Accountant’s Accelerator If getting new clients is a bit of a struggle for your business and you’re not reaching the revenue levels you desire due to too few clients, then the first step is to find out where the process is breaking down. There are five main places:

READ MORE → GO PRO FOR INSTANT ACCESS / PRO MEMBERS LOG IN HERE

Managing Risk in Client Relations

Wishful thinking? by Bruce W. Marcus Professional Services Marketing 3.0 CPA Trendlines research has uncovered the startling fact of the wide disparity between how accounting firm management perceives their own performance and how their clients see their performance. (Join the survey; get the results.) RELATED:  Your Clients Love You? What If You’re Wrong? •  The Three Degrees of Risk  • Four Essential Habits for Building Client Trust   •  The Nine Hallmarks of a Marketing Culture  •  The Four Cornerstones to Building A Marketing Culture   •   Getting the Client is Only Half the Battle  • Practice Development: It’s Not Rocket Science  •  Nine Fundamentals for a Healthy Marketing Culture in an Accounting Firm  • Another consideration of risk lies […]

READ MORE → GO PRO FOR INSTANT ACCESS / PRO MEMBERS LOG IN HERE

Some Clients Just Aren’t Worth the ‘Mishegoss’

Not the normal grade of obnoxious, but far more so…

READ MORE → GO PRO FOR INSTANT ACCESS / PRO MEMBERS LOG IN HERE

What Shopping Habits Reveal about Accounting Clients

The four flavors of new clients. By Hitendra Patil Pransform Inc. Tax season is over and you made it through the home stretch, significantly tired but scraped through!  Now is the time to rethink your business model on the new learning from tax season and to restart looking for new clients. You don’t want to create more “C clients” that suck the energy, time and profits like a vortex. Not sure how to estimate the value of your prospects? You may want to learn their shopping habits.

READ MORE → GO PRO FOR INSTANT ACCESS / PRO MEMBERS LOG IN HERE

Six Tips for Communicating with Non-Accountants

Checklist to assist financial professionals…

READ MORE → GO PRO FOR INSTANT ACCESS / PRO MEMBERS LOG IN HERE

When a Happy Client Isn’t Enough

4 essential habits for building client trust. By Bruce W. Marcus In the firm with a strong marketing culture, getting the client is only half the battle. The other half is keeping the client. It’s done with more than just doing good work. In fact, most clients, surveys tell us, don’t really know how good or how bad your work is. Why should they? It’s not the business they’re in. They have to trust the accountant. More Professional Services Marketing 3.0: • The Four Cornerstones to Building A Marketing Culture • The Nine Hallmarks of a Marketing Culture • Getting the Client is Only Half the Battle • Practice Development: It’s Not Rocket Science • Nine Fundamentals for a Healthy […]

READ MORE → GO PRO FOR INSTANT ACCESS / PRO MEMBERS LOG IN HERE

Is the Profit Squeeze Over?

New trends emerge in net profit margins and accounts receivable.

READ MORE → GO PRO FOR INSTANT ACCESS / PRO MEMBERS LOG IN HERE