Firm & Practice Management

7 Ways Newsletter Marketing Still Works for Professional Services Providers
 

7 Ways Newsletter Marketing Still Works for Professional Services Providers

Posted: September 23, 2016
Marketing rules and tactics for providers of professional services (such as accountants, attorneys, physicians, and dentists) are often different from those for product and service marketers. Here are seven ways and reasons newsletters―when executed properly―work exceptionally well for services professionals, even today.

 Sell What Clients Want: Peace of Mind
 

Sell What Clients Want: Peace of Mind

Posted: September 19, 2016
Over the past year, I have been building a small practice based in California. In doing so, I have purposely strayed away from selling tax return or financial statement services, while moving toward selling financial “peace of mind.”


Converting Prospects to Wins: Getting a Home Run
 

Converting Prospects to Wins: Getting a Home Run

Posted: September 15, 2016
Turning a prospect into a client is like hitting a home run. Hopefully, after you read this article, not only will you get the at-bats but you will hit the ball out of the park.


5 Tips and Tools for Accounting Firm Email Marketing
 

5 Tips and Tools for Accounting Firm Email Marketing

Posted: July 27, 2016
One of the most chronic complaints of clients that leave their CPA to find another is their former CPA’s lack of communication. So if there is a tool that can both help you communicate more in a leveraged, time-saving way while also warming up prospects and shortening your sales cycle, would you use it?



Ways to Deal with Difficult Clients
 

Ways to Deal with Difficult Clients

Posted: July 19, 2016
In the world of accounting, it’s demanding enough to keep up with the rules and regulations and other intricacies of the profession without having to deal with difficult clients. Here are some tips on how to better address issues with your more challenging clients while working in a high-paced accounting firm.