Posted by & filed under Accountant, Bookkeeper, Growing Your Firm Podcast, Pricing for Accountants.

Ed Kless reveals how to do value billing. Ditch the time sheets, frustrated clients and employees, and make more profits. Ed Kless has many titles — Senior Fellow at VeraSage, Senior Director, Partner Development and Strategy at Sage, and co-host at the Soul of Enterprise We Cover: Difference between duration and effort (and which one is… Read more »

Posted by & filed under Accountant, Growth, Marketing, Marketing for Accountants.

Businesspeople Sitting At Conference Table

In part 1 and part 2, we covered how networking events, matched with paid marketing can be a powerful combination. Now let’s take a look at an often forgotten channel, which is partnerships! Often times we leave partnerships to “chance”, but as you’ll see, being strategic can make a huge impact on your firm or… Read more »

Posted by & filed under Accountant, Marketing, Marketing for Accountants.

3 Steps to Retargeting: 1. Visitor comes to site, 2. They learn about your products but leave. 3. AdRoll displays your ads on sites they visit later, bringing them back.

Paid marketing has an abundance of opportunities, and because of that, it’s hard to determine which one to start with first! Which is why in part 2, we’re going to cover major on and offline paid marketing channels, and some best practices for getting started. Online: Google Ads:  Google ads, now one of the “classic”… Read more »

Posted by & filed under Growing Your Firm Podcast, Pricing for Accountants.

Kirk Bowman is the go-man when you need to find out how to value price. Value pricing allows you to ditch time sheets and costly administrative work. Kirk is the host and visionary of value at the Art of Value podcast, as well as the owner of MightData LLC, and practicing fellow at VeraSage In… Read more »

Posted by & filed under Marketing for Accountants.

Group review of PC

Finding leads as an accountant can be challenging. So in this three-part series, we’re going to cover 3 different sources of finding leads… offline events, paid marketing, and partnerships. In this post, we’re going to outline offline events and groups that can be a great resource for leads, although be sure to NOT go in… Read more »

Posted by & filed under Accountant, Bookkeeper, Growing Your Firm Podcast, Growing Your Firm Questions, Growth.

This week, we’re excited to have Adrian Simmons on the show. Adrian is the Chief Creative Designer at David G Simmons CPA, Practicing Fellow at VeraSage, and Director of the Lab at Thriveal Laboratory. He prides himself on being an entrepreneurial accountant. And you can tell with everything he’s involved in! In this episode of… Read more »

Posted by & filed under Accountant.

Screencast

Whether it’s busy season or not, client communication lies at the heart of amazing client service. And we know the benefit of client service (increased retention, potentially purchases more services, referrals, etc) Whether it’s a simple question or preparation for an in-depth meeting, there’s been one tool that we constantly get asked about… Screen capturing… Read more »

Posted by & filed under Accountant, Bookkeeper, Growing Your Firm Podcast, Growth, Referrals.

We are excited to release our interview with Sandi Holst, the President of Fiscal Integrity Group.  In this interview, we dive into how to gain clients rapidly through referrals and how to create an instant “WOW” factor that allows you to create a sellable accounting firm. In this interview, we chat with Sandi Holst on… Read more »