[Survey] Are You Curious About How Other Accounting Firms Get New Business?

Websites. Networking. Social Media. Direct Mail. Chat Bots. Events. Google Ads. Blogging. Open Houses. Newsletters. Trade Shows. Speaking. Remarketing. Messaging. Cold Calling. And that’s just the beginning. Today, there’s an endless list of places to find clients, but your time and resources are limited. What’s working? What’s

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Why 2017 Is the Year of The Accountant

Accountants have finally arrived.  This upcoming tax season and year-end should be the best you ever have in your career.  Here’s why. I got my CPA in 1980.  (Yes, I was three years old.)  A few years later, in 1984, a movie came out that had a

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3 Legs of a Balanced Marketing Function

When you think about marketing, you might immediately think of prospecting for new clients. And that’s the marketing that most accountants need. But once you get clients, your marketing is not quite done. There are two more very important marketing functions to consider. When you add them,

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Five Simple Steps to Get More Clients

You may have seen my “Five Simple Steps..” binder; it’s a stand-alone product I’ve had for nearly two years and is the foundation for the Accelerator programs.  But wait before you flip to the next email.  Do you know the biggest mistake people are making within the

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What’s in Your Marketing Funnel?

You may have heard about the marketing funnel before.  There are lots of variations, and I want to cover it in a way that helps us examine our mix of products, services, and prices. The funnel can be pictured like a big “V.”  At the top, wide-open

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Build an Impressive Prospect Kit

If you’ve spent any time at all in business talking with prospects on the phone or in person, then you probably have a list of benefits or advantages that you like to mention about your company to every prospect.  You may have a very structured way of

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