Archive for the Accounting Marketing Category

Most accountants dislike marketing and selling.  They’ve been taught it’s salesy, greedy, pushy, or all of the above.  And in professional services like accounting, you have to be extra careful about how you come across.  The tough part is, even some of the value-based selling is no

Many accountants serve clients with extremely small businesses that gross six figures a year or even less.  These clients are prone to being price-sensitive and often struggle with budgets and cash flow.   If you’re serving these clients, you’re definitely meeting an important need in the marketplace, but

One way I try to help accountants embrace marketing is to fill my training sessions with spreadsheets and numbers, things that most accountants love working on.  There’s a lot of insecurity around learning marketing, but when accountants hear they need to do some spreadsheets first, they dive

There are a couple dozen different marketing methods that you can use to build your practice, but they are definitely not created equally.  In fact, some are so ineffective and costly, that we really try to steer people away from them.  Here are five of the worst

For some of you, summer can be a slow time in your business.  If you do taxes, all the action is during busy season and in September if you have a lot of extensions.  If you’re a bookkeeper, your busiest month is January.  And if you do

How you welcome your new client can set the tone for a relationship that could last for years or in the worst of cases, just days.  Start out on the right foot by looking super-organized (because that’s part of why we get hired anyway) and making it