Monthly Archive: December 2014

Guess Who Gets the Phone Calls – Google Online Reviews

Guess Who Gets the Phone Calls – Google Online Reviews

Getting reviews into Google, Intuit Find-a-ProAdvisor and Yelp gets the phone ringing.  Guess whose phone is ringing on the page below.  The firm with 23 glowing reviews!! And the selling involved for these leads...

Social Media Marketing Example

Social Media Marketing Example

Now is the time to use your social media contacts to save your clients taxes and pull in some new clients. Below is an example of one accountant using LinkedIn to coax clients on...

Maximizing Lead Generation from the Internet

Maximizing Lead Generation from the Internet

As we look ahead to 2015, most of us would like more high quality leads so we can become more selective about the new clients coming in the door and become more adept at...

Profit Margin Improvement – How To..

Profit Margin Improvement – How To..

Many of the accounting firms that we work with have relatively modest growth goals for gross sales and are very concerned about the quality of the work they produce, which is understandable.  However, most...

Who Does YOUR Marketing?

Who Does YOUR Marketing?

  As we all look ahead to 2015 and beyond, it’s time to seriously ask the question about: Who does our marketing?   Have we differentiated our accounting practice within our local market?  Are...

Growing an Accounting Practice in Today’s Economic Climate

Growing an Accounting Practice in Today’s Economic Climate

When Peter Freuler took over his father’s Orlando, Florida CPA practice in 2005, it was highly dominated by 1040s, which included filing 700 individual returns and 125 business returns. At that time, his firm’s...

Why You MUST Use a “Secure Email” Tool for Your Accounting Firm

Why You MUST Use a “Secure Email” Tool for Your Accounting Firm

While the spotlight shines brightly over large retailers (e.g., Home Depot, Target, etc.) that get hacked for credit card information, not so much attention has been paid to accounting firms using email during tax season. ...

Why Do Accountants Accept Getting Paid Last?

Why Do Accountants Accept Getting Paid Last?

The relationship between the professional service provider and client is built on trust, respect and timeliness, yet why do so many CPAs and accountants have a seemingly difficult time asking for, and receiving, payment...

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