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MARKETING & SALES

The Marketing Technology You Need for Success and Growth

Tips for accounting firms of all sizes.

By August Aquila
MAX: Maximize Productivity, Profitability and Client Retention

For a CPA firm to be successful today, it is necessary to leverage marketing technology to attract and retain clients, streamline processes and maintain a competitive edge. The new marketing technology is necessary to be a firm in the 21st century.

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Depending on the firm’s size you probably won’t need all the technologies listed below. I’ll break them down by firm size based on volume.

Here are some important marketing technologies that can benefit a CPA firm.

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MARKETING & SALES

Marketing Success in Ten Steps

Tracking your interactions is key.

By August Aquila
MAX: Maximize Productivity, Profitability and Client Retention

If you recently passed the CPA exam, Bar or other professional designation, congratulations. You put a lot of work and time into learning about the technical aspect of your profession.

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Unfortunately, what they didn’t teach you is how to build a professional practice, gain clients and understand client needs. These talents are just as important as being a good auditor, tax consultant or management consultant.
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MARKETING & SALES

AI Can Help Market Your Firm

It augments rather than replaces human expertise.

By August J. Aquila
Price It Right: How to Value Accounting Services

Artificial intelligence can do a lot of things very effectively, and one of them is to offer numerous benefits to a look at it as a start and not the end of the AI marketing discussion.

MORE: Twenty Questions to Ask Before Starting Your Marketing Plan | Five Ways Smart Marketing Boosts Your Firm’s Enterprise Value | Marketing’s Role in Staffing and Recruitment | Measuring Marketing Success: The 10 KPIs | Seven Reasons Marketing Can Make Your Firm a Great Place to Work | Seven Ways That Marketing Helps You Retain Clients | Is Pricing a Marketing Function? | Develop Your Personal Marketing Plan in Ten Steps | Five Ways to Make Partners Fall in Love with Marketing | Analyze Your Firm to Keep It Current | What Makes a Great Website? | Losing Can Help You Win More | Three More Strategies for Growing Your Practice | Four Strategies for Building Your Practice | Eight Areas to Cover for Personal Goals
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Here are some ways AI can assist in your marketing efforts:

  1. Customer segmentation and targeting: AI can analyze vast amounts of data to identify patterns and segment customers based on their preferences, behaviors and demographics. This enables the firm to create highly targeted marketing campaigns tailored to specific customer segments, resulting in improved engagement and higher conversion rates.

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MARKETING & SALES

Twenty Questions to Ask Before Starting Your Marketing Plan

Businesswoman sitting on table while talking with four coworkers

Make sure you’re prepared.

By August J. Aquila
Price It Right: How to Value Accounting Services

Here are 20 basic questions to ask yourself and your partners before engaging a marketing consultant:

  1. What is our firm’s mission?

MORE: Five Ways Smart Marketing Boosts Your Firm’s Enterprise Value | Marketing’s Role in Staffing and Recruitment | Seven Ways That Marketing Helps You Retain Clients | Five Ways to Make Partners Fall in Love with Marketing | Losing Can Help You Win More | Eight Areas to Cover for Personal Goals | Service Quality: The Key to Client Retention | How Life Cycle Changes Your Marketing | Clients Buy Solutions, Not Features
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

  1. Is our mission clearly stated and easily understood by the market?
  2. What is our firm’s image in the market?

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MARKETING & SALES

Five Ways Smart Marketing Boosts Your Firm’s Enterprise Value

Illustration of marketing strategy

It starts with culture.

By August J. Aquila

A marketing culture can have a significant impact on an enterprise’s value.

MORE: Marketing’s Role in Staffing and Recruitment | Measuring Marketing Success: The 10 KPIs | Is Pricing a Marketing Function? | Analyze Your Firm to Keep It Current | Three More Strategies for Growing Your Practice | Understand the 10 Steps of the Buying Process

Here are five ways in which a strong marketing culture can raise to the valuation of your firm.

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