THE SMALL FIRM AND SOLO PRACTICE

Five Ideas for More Summer Revenue

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number 5 drawn in sandBONUS: You could make busy season easier.

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

For some of you, summer can be a slow time in your business. If you do taxes, all the action is during busy season and in September if you have a lot of extensions. If you’re a bookkeeper, your busiest month is January. And if you do software consulting or training, it slows down in July and August.

MORE: Eight Things to Give New Clients | Five Ideas for Summer Focus | Leverage Your Client List Today | Need Leads? Try a Quiz | Now’s the Time to Clean Up Your Email List | Don’t Let Prospects Fall through the Cracks | Five Lessons My Clients Taught Me | How to Fire a Client | Five Tips for Virtual Team Member Happiness
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If you have a good relationship with your clients, you might be able to move some of your busy season work to off season. And if you have clients who are ready to take advantage of new technologies, there are lots of opportunities in the cloud. Here are five quick ideas to stir up some revenue in the slower summer months.
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Eight Things to Give New Clients

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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

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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?
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

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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Put Your LinkedIn Profile to Work

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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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Leverage Your Client List Today

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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
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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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Five Skills for Emotional Mastery

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Two partners celebrating business success outsideEvery successful practice owner needs them.

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

There are courses and conferences to help you build the technical skills you need to succeed in accounting. But if you think about it, there is no CPE to help you with the emotional side of your business, and there are plenty of times on a daily basis that the emotional side of business comes into play:

MORE: Why You Need a Link-In-Bio Tool | What’s In a (Domain) Name? Plenty | Four Tips for Tough Times | Nine Thoughts on Self-Marketing for the Introvert | 13 Reasons to Master Consumption Marketing | When to Talk About Fees | Take a Moment for Appreciation | Beyond Compliance: What More You Can Provide  | The Biggest SEO Secret of All: Google Business Listings
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1) Making a price increase or setting your prices in the first place

2) Firing a client from you-know-where
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More CPAs See Worsening Economy

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… especially for small businesses.

By CPA Trendlines Research

Accountants have a unique view of economies – local, national and micro. More than anyone else, they scrutinize numbers, the real numbers, the numbers that real companies and real families report. They see what’s really happening in black and white … and red.

MORE: Has Early Tax Season Optimism Peaked? | Marchternity: Just Say ‘No’ | Marchternity: The Solution Is Community | Why the IRS Is Still Doing Data Entry By Hand | News on IRS Is Maybe Sort of a Little Bit Good | Why We All Hate the Tax Code
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And what they’re seeing now, in terms of economics, according to latest results from the 2023 CPATrendlines Busy Season Barometer, doesn’t look good.

The economic future didn’t look good when the first responses came in, and now it’s looking a little worse.
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