by Sandi Leyva | Oct 2, 2013 | Accounting Marketing
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...
by Sandi Leyva | Sep 25, 2013 | Accounting Marketing
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...
by Sandi Leyva | Aug 7, 2013 | Accounting Marketing
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...
by Sandi Leyva | Jul 30, 2013 | Accounting Marketing
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 software...
by Sandi Leyva | Jul 17, 2013 | Accounting Marketing
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 super-easy...
by Sandi Leyva | Jun 25, 2013 | Accounting Marketing
When accountants think about lead generation, methods like telemarketing and direct mail might instantly come to mind. (You might also have a really negative connotation of these methods, but if you do, hang with me for a minute.) It used to be that in...
