Build Your Accounting Firm Prospect List

November 17th, 2014 by Jean Caragher

The tenth in a series of blog posts based upon The 90-Day Marketing Plan for CPA Firms: How to Create the Roadmap for Your Firm’s Growth. Build your accounting firm prospect list.  Hoover’s is a great source for this. You can plug in specific criteria of your prospective clients, which you determined during the client analysis you did […]

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Does Your Accounting Firm Need a Marketing Rewards Program?

November 13th, 2014 by Jean Caragher

The ninth in a series of blog posts based upon The 90-Day Marketing Plan for CPA Firms: How to Create the Roadmap for Your Firm’s Growth. Craft a marketing rewards program that will work for your accounting firm. I have worked with many firms and developed rewards programs based on points.  Marketing activities and points are […]

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Calculating Your Accounting Firm Marketing Budget

October 30th, 2014 by Jean Caragher

The eighth in a series of blog posts based upon The 90-Day Marketing Plan for CPA Firms: How to Create the Roadmap for Your Firm’s Growth. There are at least two ways you can look at developing an accounting firm marketing budget. First, you can look at the amount spent in the prior year and increase/decrease, as […]

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Learn to Leverage Marketing Tools for Your CPA Firm Marketing Plan

October 20th, 2014 by Jean Caragher

The seventh in a series of blog posts based upon The 90-Day Marketing Plan for CPA Firms: How to Create the Roadmap for Your Firm’s Growth. Now that you’ve set your goals for your CPA firm marketing plan, it’s time to consider the marketing tools you are going to utilize to achieve them.  Here are […]

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How to Set SMART Goals

October 13th, 2014 by Jean Caragher

The sixth in a series of blog posts based upon The 90-Day Marketing Plan for CPA Firms: How to Create the Roadmap for Your Firm’s Growth. There is something about putting information down in writing and being accountable for it that contributes to the success of marketing plan execution. Our SevenKeys CPA research tells us […]

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How to Identify Your CPA Firm’s Niche Specialties

October 6th, 2014 by Jean Caragher

The fifth in a series of blog posts based upon The 90-Day Marketing Plan for CPA Firms: How to Create the Roadmap for Your Firm’s Growth. Niche marketing is the most successful strategy for CPA firm growth.  In fact, our SevenKeys CPA research tells us that leaders are four times more likely to target niches. […]

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3 Overlooked Items When Setting CPA Firm Revenue Goals

September 28th, 2014 by Jean Caragher

The fourth in a series of blog posts based upon The 90-Day Marketing Plan for CPA Firms: How to Create the Roadmap for Your Firm’s Growth. There are three often overlooked items to consider when setting your CPA firm’s revenue growth goals: Non-recurring or lost revenue Cross-selling revenue Sales close rate Here is an example of how […]

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How to Conduct a SWOT Analysis for Your CPA Firm

September 22nd, 2014 by Jean Caragher

The third in a series of blog posts based upon The 90-Day Marketing Plan for CPA Firms: How to Create the Roadmap for Your Firm’s Growth. The SWOT analysis assesses your firm’s strengths, weaknesses, opportunities, and threats. It begins by conducting an inventory of your internal strengths and weaknesses. You will then note the external […]

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CPAs: Do You Know Your Competition?

September 18th, 2014 by Jean Caragher

The second in a series of blog posts based upon The 90-Day Marketing Plan for CPA Firms: How to Create the Roadmap for Your Firm’s Growth. In addition to learning more about your firm’s client base it is important to analyze your competition. Week Two of The 90-Day Marketing Plan for CPA Firms shows you […]

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Direct Dial to CPA Client Satisfaction

September 10th, 2014 by Jean Caragher

As part of an ongoing series of marketing training programs one of my clients hosted three of their clients to participate in a panel discussion regarding “How Clients Choose and Retain CPA Firms.” I facilitated the panel to uncover the clients’ thoughts about: How and why they selected the firm. The most important factors in […]

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