Plus a tip for referrals.
By Hitendra Patil
Client Accounting Services: The Definitive Success Guide
We asked about sales and marketing methods as part of the accounting profession’s largest CAS survey. Among firms offering client accounting services, the chief means for gaining new CAS business is “proactively seeking referrals” and the firm’s “website,” each at 48 percent. Networking at local/regional/national events follows at 35 percent.
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The other marketing methods deployed by CAS firms are:
- Networking at local / regional / national events: 35%
- Search engine optimization: 14%
- Influencer or social media marketing: 11%
- Content marketing and thought leadership: 10%
- Paid advertising in local, regional, national or internet media: 9%
- We’ve assigned it to a specific person or team: 8%
- Webinars, events or podcasts: 6%
- Outbound telemarketing and emails: 5%
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