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MARKETING & SALES

Eight Things to Give New Clients

Woman and man shaking hands across a deskSet expectations early.

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

How you welcome your new client can set the tone for a relationship that could last for years or in the worst of cases, just days. Start out on the right foot by looking super-organized (because that’s part of why we get hired anyway) and making it super-easy for a client to get on board with you.

MORE: Five Ideas for Summer Focus | Four Ways Small Firms Can Beat Large Ones | Why You Need a Link-In-Bio Tool | Five Emotional Skills for Entrepreneurs | Transform Your Marketing with CRM
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The best vehicle for this is a welcome kit. Here are eight things that should be in your kit at a minimum:
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Five Ideas for Summer Focus

Calm balanced businessman sitting outdoors on bench in Yoga lotus pose meditating, with office building and blue sky in backgroundWhat do you need to rock out … if anything?

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

With so much to do as business owners, we can get pretty overwhelmed at times. We can start believing that we have a “time” problem, but because all of us have 24/7, there really is no such thing as a time problem.

MORE: Four Ways Small Firms Can Beat Large Ones | Put Your LinkedIn Profile to Work | Five Emotional Skills for Entrepreneurs | Transform Your Marketing with CRM | Five Kinds of Small Thinking | Five Tests: How Open Are You to Change?
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What you might have is a “focus” problem. Here are five ideas to find your focus so that you can actually get something done this summer that you’ll benefit from.
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MARKETING & SALES

Four Ways Small Firms Can Beat Large Ones

Two partners celebrating business success outsideThink like an entrepreneur, not a technician.

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting

When I look through Accounting Today’s Top 100 Leaders list and the comments they have made about what they perceive to be the challenges in our profession, many of the answers are the same: change, talent and relevance are a few you’ll see. And they are all right to some extent, but there is a deeper systemic problem that I think could fix quite a few of these in one swipe. I’m not saying it will be easy, but it is a fairly straightforward problem once diagnosed.

MORE: Put Your LinkedIn Profile to Work | Leverage Your Client List Today | Why You Need a Link-In-Bio Tool | What’s In a (Domain) Name? Plenty | Need Leads? Try a Quiz | Four Tips for Tough Times | Now’s the Time to Clean Up Your Email List | Transform Your Marketing with CRM | Nine Thoughts on Self-Marketing for the Introvert
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The most interesting part is that the smallest firms are getting better at solving this than the larger firms.
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MARKETING & SALES

Put Your LinkedIn Profile to Work

official_logo_linkedin

Five ways to improve it today.

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

Your LinkedIn profile is just as important as your website these days. It’s not uncommon at all for small business owners to check out your profile before contacting you. If your profile doesn’t measure up, then you might not get the lead. Here are five ideas to get the most out of your LinkedIn profile.

MORE: Leverage Your Client List Today | Why You Need a Link-In-Bio Tool | Five Emotional Skills for Entrepreneurs | Transform Your Marketing with CRM | Five Kinds of Small Thinking
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

1. Write a friendly, keyword-filled background. 

On LinkedIn, the best backgrounds are less formal, more friendly and conversational in style. Let people know what drives you from a business standpoint, what you’re passionate about and who the ideal client is for you.
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MARKETING & SALES

Leverage Your Client List Today

Smiling woman using smartphoneDon’t wait for that clever newsletter to be finished. (Started?)

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

One of the most valuable assets I have is my list of clients. I wouldn’t be in business if it weren’t for my clients, and I am grateful for each of you every day.

MORE: Five Skills for Emotional Mastery | Why You Need a Link-In-Bio Tool | Transform Your Marketing with CRM | Five Kinds of Small Thinking | Five Tests: How Open Are You to Change? | Maybe Price Isn’t the Problem | Three Thoughts for a Quiet Morning
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Keeping a formal list of clients and subscribers in a list management system is often overlooked and frequently underutilized, especially in our industry. There are a couple of reasons for this. One is that some accountants are just beginning to understand the five big revenue-building reasons to understand the power of email marketing.
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