6 Metrics of Marketing

Businesswoman checking a spreadsheet on a tabletYes, you can do marketing with a spreadsheet and a checklist. (Yay!)

By Sandi 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: Want Better Clients? 5 Ways to Hook Them | Is It Time to Reboot Your Practice? | How A Spreadsheet Can Help Stop Leaks | How to Calculate Your ‘Opportunity Number’ | 3 Tips for Following Up with Prospects

Here are six numbers I suggest you track: