Karen Reyburn: Fix Your Marketing and Fix Your Business

Not MORE Clients, BETTER Clients.

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The Disruptors
With Liz Farr

Karen Reyburn wants accountants to stop thinking “about marketing as this one-off thing where you tick little boxes,” but instead about the ways you can use your marketing to connect to the human experience. Her company, The Profitable Firm, or PF for short, has been helping accountants with their marketing since 2012.

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Her new book, The Accountant Marketer: The Structured Approach Any Accountant Can Follow to Attract Clients They Love, provides a step-by-step process for understanding the unique characteristics of their firm and how to connect that uniqueness with their best clients.

In Reyburn’s view, marketing is closely connected to the business. “If you have a marketing problem, you have a business problem. If you have a business problem, there’s often a marketing solution that can help with it.”

This book springs out of a PF coaching group called The Accelerator, where participants were guided through a process of creating a structured approach to content marketing that made their marketing better. Reyburn and PF take a collaborative approach to marketing. “We don’t do marketing for people,” she explained. “We do marketing with them.”

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Harper & Co. CPAs: The Perspective of a Non-Accountant is Imperative

“The perspective of a non-accountant is imperative.”

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Transformation Talks
With Donny Shimamoto
Center for Accounting Transformation

Center for Accounting Transformation
Center for Accounting Transformation

Glen Harper, CPA, says businesses should be willing to reinvent themselves and that diverse perspectives can be a valuable asset. The owner of Harper & Company CPAs should know: He’s had to embrace both philosophies to become successful. 

MORE TRANSFORMATION TALKS:  Menlo Innovations: Improve Office Culture by Overhauling Internal Reviews | Dustin Wheeler: For Serious CAS Success, Hire Tech Teams | Chase Birky: Overcoming Paralysis By Analysis | Dustin Verity: Keep an Open Mind and Constantly Learn | James Ross: CSR for CPAs: The Missing IngredientO.D. Lanier: Stepping Into Advisory | Mike Maksymiw: The Secret to Success? A Growth and Abundance Mindset | Paul Mueller: From Tax to Transformation

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In a recent episode of Transformation Talks, Harper tells host Donny Shimamoto, CPA, CITP, CGMA, who is also the founder and managing director of Intraprise TechKnowlogies LLC and the founder of the Center for Accounting Transformation, that a good advisor can help you see your business from a different perspective and identify opportunities that you may have missed. He said after some self-reflection, he needed what his successful clients already had–a CEO.

Enter Julie Smith.

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150 Hours Revisited: The Profession Needs a Facelift

What if pipeline issues aren’t related to education or experience but rather just image?

With Steven Sacks
The NEW Fundamentals: Thriving in Disruption

While firms and accountants continue to lament staffing challenges and research continues into finding workable solutions for firms and finance teams of all sizes, one idea that is beginning to gain more traction has less to do with education versus experience and more to do with marketing.

David Bergstein, CPA, CITP, CGMA, discussed the future of the profession, specifically the ongoing discourse surrounding the perceived necessity of a fifth year in accounting education.

MORE STEVE SACKS: How Do You Value Your Most Important Asset? | Which is Better: A Year of Education or A Year of Experience? | Sell Service, Not Hours | Private Equity vs. the CPA Firm Partnership | CAS or CAAS? Getting Clarity | Fine-Tuning the Subscription Fee ModelWhen Cyber-Crime Hits Close to Home | How to Build a Winning Proposal | Six Ways to Fix Your Firm Agreement | The Great Resignation or a Reshuffling? | Listen to Learn | Build the Framework to a Solution with Five Answers | Try for Success, Not a Win
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Bergstein challenged the conventional wisdom surrounding the 150-hour requirement for CPA eligibility, suggesting that the industry’s primary challenge lay not in the academic threshold but in the misperception of accounting as a lackluster career. “We’re beating a horse that’s almost dead,” he remarked, questioning the emphasis on extending education rather than redefining the profession’s image.

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