Accountants pinpoint winning strategies and bottom-line results. Join the survey; get the topline results. by Rick Telberg New CPA Trendlines research conducted for The Seven Keys to Successful CPA Firm Management program isolates at least three defining characteristics of peak performing accounting firms. The research results, to be unveiled in a two-hour workshop, show that so-called SevenKeys Leaders are: 19 times more likely than lagging firms to grow revenue faster than most competitors. 14 times more likely to be more profitable than most competitors, and 11 times more likely to be satisfied with their firm’s performance in marketing and business development. The new research findings also reveal the winning strategies and tactics deployed by the leading firms. At the top [...]
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A new study by an email marketing agency for accounting firms finds that “bi-weekly newsletter launches are the most common sending frequency.” Some 44% of accounting firms launch email maketing blasts to clients, prospects and referral sources about every two weeks. GET THE INSTANT DOWNLOAD: Click here for the complete report (19 pages, PDF)
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Start with a vision for the role your business plays in your life. by Rick Telberg It’s said that most small businesses don’t last five years. But kudos to them; at least they tried. What concerns me are the nine in 10 small businesses that never make it past the owner-operator stage to the next level – the level in which the owner can turn the business over to someone else to operate. Tax and accounting firms may be more durable, but not by much, according to CPA Trendlines research. Some people are born owner-operators. Some want more. Today’s sermon is for those who want more. If you want to drive your firm to the next level, there are, in [...]
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40% of small businesses shun accountants. The reason: They’d rather handle accounting on their own. Instead of working with an accountant as a full business partner, most small businesses only look to them for specific services and support, such as accounting, bookkeeping, and taxes.
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Someone you know is probably already doing it. by Becky Livingston Royal Apple Marketing With Pinterest gaining so much momentum, it’s important to be prepared for the potential marketing opportunities in this space. Like other social media platforms, this one allows other people to “re-pin” and “like” your content, as well as to comment on your pins. Here are five ways you can leverage the power of Pinterest—with over 11 million users—to help you with your marketing mix, including lead generation, sales, and branding:
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You may be thinking, “Great! Another social media platform to maintain.” by Becky Livingston Royal Apple Marketing Lately, there has been a lot of online buzz about Pinterest, the online, social media platform where you post images and things of interest you find that others can view and “pin” if they like.
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Easy ways to connect with clients and find new ways to help. by Rick Telberg Face it: Clients don’t really care about taxes, accounting, auditing, financial reporting, comps, reviews, bank recs or all the other stock and trade you live by. They do, however, expect you to care about that stuff – and to know it inside out. And you probably do. After all, that’s why they hired you – so they don’t need to worry about it. So what does every businessperson really want to talk about? That’s easy: Making money. Selling. Closing on new business. Every businessperson cares about success. And, particularly if you’re working in your own practice, you can talk like a pro. You already know [...]
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