Sales

Reality Check: Achieving World-Class Growth Requires Real-World Intelligence

By

Why you can’t believe your own press clippings.

By Gale Crosley, CPA
Crosley+Co

Ever run a race and immediately sense that you got off to an exceptionally fast start? It’s a good feeling, but if your goal is to beat out the competition there’s really only one way to know for sure how you’re doing. And that’s by marking your progress toward the finish line relative to the other racers.

The same can be said of efforts to grow your firm. To gauge your progress you have to get outside your own four walls and see how you measure up to the competition. READ MORE →

10 Ways to Get New 1040 Clients

By

Ed Mendlowitz CPA The Practice Doctor Q and A
Send Ed your questions

And 5 ways to get more business tax clients.

QUESTION: I need a few more clients for tax season. Any suggestions?

RESPONSE: Since we will be getting ready for tax season now is a good time to address this. Here are two checklists, one for individual returns, the other for business client returns.

CHECKLIST: 10 WAYS TO GET NEW INDIVIDUAL TAX CLIENTS READ MORE →

The 7 Fundamentals of Getting Clients with Social Media

By

h…But only if you’ve done everything else first.

By Sandi Smith Leyva The Accountant’s Accelerator 

It’s likely your friends and peers are urging you to get on the social media bandwagon. Hearing about social media is unavoidable these days. We have many clients who feel stressed about the whole topic. The stress or guilt comes in when they don’t really want to do it but their friends keep urging them to.

Screen Shot 2014-08-30 at 10.32.03 AM
Free Introductory White Paper: 10 Keys to Doubling Your Revenue

MORE ON SMALL-FIRM GROWTH STRATEGIES: 5 Ways to Attract Higher-Quality Clients   |   6 Biz Dev Metrics Accountants Should Measure  |  5 Areas to Improve Client Acquisition Success  |  Are Accountants Newsworthy? You Bet!  |  When Accountants Don’t Know They Don’t Know  |  Seven Hot Lead Generation Methods for Accountants   |  What Stage of Business Are You In?  |  8 Essential Ingredients for Your New Client Welcome Kit  |  4 Ways Small Firms Can Surpass Larger Firms  |   REBUTTAL: The 3 Most Unused Marketing Methods for Accountants

I like to take a contrarian view with social media: I believe it’s not a cost-effective marketing tool for a majority of accountants. Nevertheless, there are some very important exceptions where it can pay off big. Here are some ideas just in case you can’t resist getting started in social media.

READ MORE →

5 Ways to Attract Higher-Quality Clients

By

Arrow hits target bulls eyeFinding the sweet-spot for your target client.

By Sandi Smith Leyva
The Accountant’s Accelerator

Many accountants serve clients with extremely small businesses that gross six figures a year or even less. These clients are prone to being price-sensitive and often struggle with budgets and cash flow. If you’re serving these clients, you’re definitely meeting an important need in the marketplace, but you may also start to question your own prices, or worse, under-price your services. READ MORE →