#1: Stop spending money to reach the wrong prospects/contacts. Slash your marketing budget by eliminating activities that reach the wrong audience. This is especially an issue for B2B companies, including CPA firms that have a limited target market (how many manufacturing companies with sales between $10-$50 million located within 60 miles of your office are [...]
Since strong client relationships contribute to client satisfaction, longevity and lead generation, partners often encourage their managers and staff to build relationships with their clients. But these managers and staff look at the relationships their firm’s partners have built over time and think it’s impossible to replicate their results. However, building relationships with clients can [...]
Daniel Burrus, considered one of the world’s leading technology forecasters and business strategists and author of six books including Flash Foresight: How to See the Invisible and Do the Impossible, was the opening speaker at the 2012 CCH User Conference held this week in my new hometown of San Diego. Given the rapidly changing world [...]
Bringing in new clients and retention of current clients are two top issues that CPA firms are dealing with today. How can firms provide the proactive, value-added services that clients are looking for? What “extras” can you bring to meetings with potential clients? CCH, a Wolters Kluwer business, is launching a new product this week that [...]
Cloud and mobile top the list of emerging technologies transforming the tax and accounting profession, according to the 2012 CCH Technology Survey, an independent nationwide survey of more than 400 accounting professionals, conducted by ORC International for CCH, a Wolters Kluwer business. Wolters Kluwer Tax & Accounting CEO Kevin Robert discussed the findings in a [...]
Now until the end of the year is an excellent time for CPAs to meet with clients, not only to discuss tax planning but to talk about other important issues. Here are 12 Questions to Ask Your Clients Right Now: What are your priorities/goals for next year? What is required to achieve these goals? What [...]
We can agree that we’ve been operating in a tough economy the past few years. This has caused many CPA firms to refocus their marketing efforts, recognizing the need to retain current clients and obtain new business. Yet, there continues to be many CPAs that do not have a vision for their firms. According to [...]
The 2011 PCPS CPA Firm Top Issues Commentary identifies retention of current clients as one of the top three issues for firms of all sizes. Yet, are you retaining all the right clients? Our SevenKeys to Successful CPA Firm Management research reveals that Leaders are five times more likely to fire clients that don’t fit [...]
September 20, 2012 1:00-1:00 p.m. Eastern SevenKeysCPA.com Create your firm’s marketing plan in only 90 days.
As the unofficial end to summer approaches it’s time to refocus your marketing efforts. Here are six smart marketing habits to start now. 1. Arrange your referral source lunches. When I was an internal CPA firm marketing director I worked with a partner who didn’t allow himself to go home on Friday afternoons until he [...]