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.




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.

SELL Isn’t a Four-Letter Word
 

SELL Isn’t a Four-Letter Word

Posted: July 8, 2016
It’s no secret that the typical accountant doesn’t like to sell. But the ability to sell effectively can be cultivated and mastered. Selling is a step-by-step process you can learn, customize and continuously improve upon.

Artful Communication: How to Effectively Deal With Clients
 

Artful Communication: How to Effectively Deal With Clients

Posted: May 17, 2016
Clients are the backbone of our business — without them CPA firms wouldn't succeed. So how do you make sure you communicate effectively with them, and skillfully sustain and grow the client relationship?