How Clients Get Underserved and Accountants Get Underpaid

number 5 drawn in sandFive missed opportunities to serve clients.

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

I’m pretty sure that I am not the only accountant who has made the following mistakes with clients.

MORE ON SMALL-FIRM GROWTH STRATEGIES: Five Marketing Mistakes to Avoid | How Much Are Your Clients Costing You? | Spend Your Time on the Most Profitable Tasks | Seven Performance Boosters for Your Firm | Why Your Google Ranking Is About to Tank
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Here are five ideas to help us remember what we know that the client doesn’t and why it costs us when we forget. READ MORE →

11 Ways to Boost Billings and Impress Clients

Businesswoman walking up stairsWin-win-win: Stand out from the competition, serve the client better and put more green in your bank account.

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

As you build your relationships with your clients, it’s always a good thing to see how you can serve them even better.

MORE ON SMALL-FIRM GROWTH STRATEGIES: How Clients Get Underserved and Accountants Get Underpaid | How Much Are Your Clients Costing You? | How Much Are Your Clients Costing You? | Six Ways to Make Your Own History During Women’s History Month | PPP Client Fraud: How Much Risk Is Too Much? | 3 Ways to Opt Out of Any Downturn | How to Lead in a Crisis
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Here are 11 ways you can add value to your existing services, which will enable you to stand out from the competition, serve the client better and put more green in your bank account.
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12 Ways to Stress Less This Busy Season

Calm balanced businessman sitting outdoors on bench in Yoga lotus pose meditating, with office building and blue sky in backgroundTips that are quick and low-cost.

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

I don’t want to stress you out, but we really do need to do something about our stress levels, especially during tax season. An American Psychological Association survey showed that our kids are getting headaches, having difficulty sleeping, and eating too little or too much because of pressure from school and household finances. The worst part is that the study showed that most parents were not aware of the severity of their children’s stress.

MORE ON SMALL-FIRM GROWTH STRATEGIES: Six Ways to Make Your Own History During Women’s History Month | Clubhouse: Hottest New Social Platform or Just More Noise? | Who’s Offering Your Clients PPP Services? | PPP Client Fraud: How Much Risk Is Too Much? | Survey: Who’s Not Billing for PPP Services? | Add These Money-Making Rituals to Your Work Day | 3 Ways to Opt Out of Any Downturn
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Many adults reported not knowing what to do to change their lifestyle so they could reduce their stress, so it just makes sense to talk about this a little.
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Seven Tips to Keep the Clients You Have

Woman wearing orange shirt texting on a smartphone walking in the street in a sunny day“Just about every time I called or emailed a client, they would think of more work for me.”

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

It’s far less expensive to keep your existing clients happy than it is to find new clients, especially because the trust factor between people continues to decline year after year. You might want to think about redirecting a portion of your marketing attention on your existing client base instead of networking for new clients. (And by the way, sending clients an organizer is not marketing!)

MORE ON SMALL-FIRM GROWTH STRATEGIES: 12 Ways to Stress Less This Busy Season | Six Ways to Make Your Own History During Women’s History Month | PPP Client Fraud: How Much Risk Is Too Much? | 3 Ways to Opt Out of Any Downturn | How to Lead in a Crisis
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Here are some tips to mine the pot of gold that lies right before you: your current clients who already trust you and are eager to hear about new solutions that will ease their pain and problems.
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How to Lead in a Crisis

9 steps to pull you through the coronavirus pandemic even stronger.

By Sandi Leyva
The Accountant’s Accelerator

As accounting professionals, we’re on the front lines helping our small business clients and our employees through this crisis in multiple ways. It’s a chance for us to display extraordinary leadership as a profession.

MORE ON SMALL-FIRM GROWTH STRATEGIES: How to Think Straight through the Coronavirus Crisis | Tech Tools for Working through the Coronavirus | 7 Tips to Keep the Clients You Have | Do You Know Your Opportunity Number? | 7 Tips to Boost Your Firm’s Performance in 2020

See All CPA Trendlines Special Coronavirus Crisis Coverage

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Here’s a tweet I just love that exemplifies the times:

screenshot of tweet

Here are some reminders for all of us as we step up to lead our firms and help our clients in these times:

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How to Think Straight through the Coronavirus Crisis

Setting priorities in uncertain times.

By Sandi Leyva
The Accountant’s Accelerator

With the Coronavirus crisis coming on top of tax season, the next few weeks may be the most challenging we’ve ever faced.

MORE ON SMALL-FIRM GROWTH STRATEGIES: Tech Tools for Working through the Coronavirus | 7 Tips to Keep the Clients You Have | 5 Mistakes to Avoid When Seeking New Clients | Is Your Client Newsletter Stuck in the 1990s? | Do You Know Your CAC Number? | Change Overload: 5 Simple Coping Strategie
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Under these conditions, it’s hard for many to figure out what to work on next because there is so much work to be done. It’s easy to lose focus and end up working on unprofitable, yet urgent tasks. That’s not to say we put profit before people. But without profit, we can’t take care of our people.
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39 Advisory Services for Accountants

Two women shaking hands across a tableThe ultimate checklist to get you started.

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

When we think about the word “advisory,” we accountants might think of financial ratios. Advisory is so much more than that. It’s, in effect, everything we do for our clients that is not compliance work – work required because of government regulations and deadlines.

SMALL FIRM GROWTH STRATEGIES: Mix and Match Marketing Channels | Marketing Materials 201: Some Advanced Tips | Make Newsletters Work for You | Technical Aspects of Video and YouTube | How to Schedule Social Media Content | Speaking: How, Where and Getting Leads from It | Partnering: Referrals on Steroids
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Here is a comprehensive list of advisory services to consider adding to the compliance services and other services you already offer. Each one represents a potential new revenue stream for your business.
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Mix and Match Marketing Channels

Illustration of marketing strategy
marketing concept with financial graph and chart

Don’t forget to track your results.

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

It’s time now to start executing your marketing plan for your business. Let’s review the steps that got us here.

MORE SMALL FIRM GROWTH STRATEGIES: Marketing Materials 201: Some Advanced Tips | Testimonials: Why and How | How to Use ‘Warmed-Up’ Telemarketing | Awards Can Boost Your Reputation | Technical Aspects of Video and YouTube | Social Media Basics for Accounting Firms | How to Maximize Online Profile Sites
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You created your revenue plan, which gave you the number of new clients you need to attract. You met your ideal client. Then you were introduced to the idea of creating a marketing plan for each channel you use, and only selecting the number of channels you need to get to the number of clients you desire.
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