Topic: marketing

10 Ways to Get New 1040 Clients

And 5 ways to get more business tax clients. QUESTION: I need a few more clients for tax season. Any suggestions? RESPONSE: Since we will be getting ready for tax season now is a good time to address this. Here are two checklists, one for individual returns, the other for business client returns. CHECKLIST: 10 WAYS TO GET NEW INDIVIDUAL TAX CLIENTS

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Who’s Better at Marketing? Lawyers or CPAs?

Is the question ludicrous? By Bruce W. Marcus Professional Services Marketing 3.0 Looking at the question from a different point of view, the international consultant Patrick McKenna said, “If you’re trying to determine which of the two professions (lawyers or accountants) are the more advanced in their marketing prowess, I’m sorry but I think the very question is ludicrous. More Professional Services Marketing 3.0:  5 Ways to Manage Risk in an Accounting Practice  •  Even a Random Disaster Can Be Controlled with Risk Management • Managing Risk in Client Relations  •  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 […]

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The 7 Fundamentals of Getting Clients with Social Media

But only if you’ve done everything else first.

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5 Ways to Manage Risk in an Accounting Practice

The biggest risk is not planning for risk at all. By Bruce W. Marcus Professional Services Marketing 3.0 Too often, we simply take risk for granted and go headlong into danger and chaos. It needn’t be so. Even in view of the elements of risk over which we have no control, there are still measures of protection that can be taken to reduce a measure of risk in any enterprise. More for CPA Trendlines PRO members: Managing Risk in Client Relations • 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 […]

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5 Ways to Attract Higher-Quality Clients

Are you charging too little? Do you have the right clients…?

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All Great Strategy Starts with “Why”

What do we want people to know, think or feel as a result of our internal communications efforts, and why? By Bruce W. Marcus Professional Services Marketing 3.0 The answers to these questions are the foundation for any communications activity, internal or external. They define the dynamic of the program, its focus and its program goals. They make possible a foundation for defining and shaping the strategy. More for CPA Trendlines PRO members: Managing Knowledge as a Growth and Management Tool • The Secret Formula for Getting New Clients • What We’ve Learned Since Accounting Marketing Was Legalized • Do Accounting Firms Really Want an ‘Image’? • What Accounting Firms Need to Learn from Personal Financial Planning Specialists • There […]

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A Real-World Approach for the Smaller Firm

The myth of “niche marketing.” By Bruce W. Marcus Professional Services Marketing 3.0 There is much ado, these days, about niche marketing and target marketing and using mailing lists and knowledge management. How does it all come together to make sense for the smaller accounting firm, particularly when there’s a limited marketing budget, and a limited opportunity to reach out to the marketplace? More for CPA Trendlines PRO members: Who’s Better at Marketing? • Lawyers or CPAs? • Even a Random Disaster Can Be Controlled with Risk Management • Managing Risk in Client Relations • Your Clients Love You? What If You’re Wrong? • The Three Degrees of Risk • Four Essential Habits for Building Client Trust • The Nine […]

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6 Biz Dev Metrics Accountants Should Measure

Yes, you can do marketing with a spreadsheet and a checklist. By Sandi Smith Leyva The Accountant’s Accelerator One way to help accountants embrace marketing is to fill training sessions with spreadsheets and numbers, things that most accountants love working on. There’s a lot of insecurity around learning marketing, but when accountants hear they need to do some spreadsheets first, they dive right in. MORE ON SMALL-FIRM GROWTH STRATEGIES: 5 Areas to Improve Client Acquisition Success  |  Are Accountants Newsworthy? You Bet!  |  When Accountants Don’t Know They Don’t Know  |  Seven Hot Lead Generation Methods for Accountants   |  What Stage of Business Are You In?  |  8 Essential Ingredients for Your New Client Welcome Kit  |  4 Ways […]

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Do Accounting Firms Really Want an ‘Image’?

It’s a hollow view. By Bruce W. Marcus Professional Services Marketing 3.0 Some years ago, in a remarkably successful marketing move, a graphic designer specializing in logos, letterheads and the like came up with the concept of the corporate image. A brilliant concept, but more mirage than image. Now one of the most successful operations in the marketing business, this company has managed to persuade its clients that corporate image is the key to corporate success. Image, it seems, is the magic elixir. At many thousands of dollars a dose. More for CPA Trendlines PRO members:  What Accounting Firms Need to Learn from Personal Financial Planning Specialists  •  The Delicate Art of Positioning Your Firm in the Mind of the […]

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