by Sandi Leyva | Aug 29, 2019 | accounting firm development, Accounting Marketing
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,...
by Sandi Leyva | Jan 23, 2018 | accounting firm development
In the accounting industry, cloud accounting is a hot topic. Accountants and bookkeepers are moving their clients off of desktop software and onto cloud accounting applications to reap the many benefits of productivity, security, and collaboration that these tools...
by Sandi Leyva | Aug 30, 2017 | accounting firm development
When you ask an employee or partner of one of the top accounting firms what advisory services are, you’ll get a list with at least some of these items on it: Personal Financial Planning Fraud Detection Technology Services IT Assurance Business Valuation Mergers and...
by Sandi Leyva | Aug 3, 2017 | accounting firm development
There might be riches in niches, but there is a better way to grow your practice than specializing in niches. Instead of niches, determine the ideal client that is right for you.You might be surprised by how many you are already working with. Try this exercise: Obtain...
by Sandi Leyva | Jul 20, 2017 | accounting firm development, customer services
A top business priority is to make sure we keep the clients we have. A large part of our marketing time should be devoted to strengthening and expanding the current client relationships we already have. And there’s no way to better do that than to increase...
by Sandi Leyva | Jun 28, 2017 | accounting firm development
How did you come up with the price you charge clients? Did you pick a number based on what you heard someone else charge? (which happens to be against FTC trade rules) Or do you have an elaborate estimating process? Hopefully, your answer is somewhere in between. No...
