5 Tips Accounting Firms Can Use to Get More Referrals

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

Referrals are the best way to access the best clients. That’s a bold statement, but there are numbers to back it up. Consumers trust word-of-mouth marketing the most. While 84% of respondents to a Nielsen poll said they trusted recommendations from people they know, only 48% of respondents said they trusted ads on social networks…. Read more »

Paid Advertising the Smart Way

Posted by & filed under Accountant, Growing Your Firm Podcast, Growth, Marketing, Marketing for Accountants, Workflow Excellence.

Many accounting firms rely on referrals to get new clients and are skittish about paying for advertising. Too many throw money at sites like Google and Facebook, seeing very little in return because the tools are improperly used. Our guest this week on Grow Your Firm is Tyler Clark. He’s the founder of ADcountants, which… Read more »

A Practical Guide to Hiring your first Business Development Specialist

Posted by & filed under Accountant, Bookkeeper, Growing Your Firm Podcast, Growth, Team Management, Workflow Excellence.

If you’re a new firm owner, you might start by handing everything from prospecting to customer service to the actual accounting. As a firm grows, these roles have to be given to other people if you want to focus on future products and growth. Hiring another accountant is easy, but what about hiring a business… Read more »

Accounting Referrals Have Declined 15% In Five Years

Posted by & filed under Accountant, Growing Your Firm Podcast, Growth, Marketing for Accountants, Workflow Excellence.

Fix Your Declining Accounting Referral Rate Interview with Lee Frederiksen of Hinge Marketing Did you know that accounting has one of the lowest marketing spends than any other industry? And did you know that might be what’s holding your firm back? In this week’s Grow Your Firm podcast, we’re talking with Lee Frederiksen of Hinge… Read more »

The Core Process You Need To Accelerate Your Firm’s Growth

Posted by & filed under Accountant, Growing Your Firm Podcast, Growth, Workflow Excellence.

How to Systemically Accelerate Your Firm’s Growth Welcome back to the Grow Your Firm podcast! This week’s guest is Lisa Campbell of the Marcam Group. Lisa transitioned her firm from basic bookkeeping to coaching and advisory in under seven years. In our half-hour conversation, she revealed an underlying pattern we’ve noticed many of our guests… Read more »

How To Make Your Firm Acquirable & Retire

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

Jetpack Workflow Presents Orin Wilson of C3 Consolidated

C3 Consolidated has a simple mission: acquire firms or create partnerships. With years of accounting firm background and experience, they apply what they’ve learned about process workflow, business organization, and growth to make those firms more profitable and better organized so clients and employees are happy. Needless to say, they are very good at what… Read more »

How to Operate a 70+ Employee Accounting Firm

Posted by & filed under Accountant, Growing Your Firm Podcast, Team Management, Workflow Excellence.

Jetpack Workflow Presents Alan Long

Managing a firm with less than ten staff is one thing, but management strategies must change as that firm grows . Mergers are especially tricky, as many organizational and operational items need to occur.  You’ll find yourself needing better organization, strategic planning, and perhaps even an executive committee to keep everything running in the right… Read more »

How this Firm Owner Reached $500K in 48 Months

Posted by & filed under Accountant, Growing Your Firm Podcast, Growth, Marketing, Marketing for Accountants, Workflow Excellence.

Jetpack Workflow Presents Louie Vazquez

Today on Growing Your Firm, we talked with Louie Vazquez of Vazquez & Family, Inc. The firm has managed to grow from zero to $48,000 a month in just four years without taking on any debt. How was Louie able to do it? That’s what we’ll be asking him in this week’s podcast. There are… Read more »