How To Determine If A Prospect Will Become A Great Accounting Client

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

JPWF - Handshake - Finding great clients

[images style=”1″ image=”http%3A%2F%2Fjetpackworkflow.com%2Fwp-content%2Fuploads%2F2015%2F12%2FHow-to-prospect-and-discover-great-accounting-clients-without-losing-your-mind-JPWF.png” width=”1200″ align=”center” top_margin=”0″ alt_text=”How%20to%20prospect%20and%20discover%20great%20accounting%20clients%2C%20without%20losing%20your%20mind%20-%20JPWF” full_width=”Y”] “Treat all prospects like 5-star prospects and add value constantly. With that said, be sure to have a qualification process in place as well! ” – David Cristello You’ll find many firms and salesmen to do the inverse of the above i.e. “Treat everyone like they aren’t… Read more »

How to Add Profit Centers to Your Firm: The Mike Bark Interview

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

add profit centers

Mike Bark, Partner at EdgeAdvise, has created a firm with many arms and he’s ready to show you how to add profit centers in multiple arenas. You’d be surprised how far you can stretch, including into marketing and mergers and acquisitions (M&A) In this episode of the Growing Your Firm Podcast, David Cristello and Mike Bark… Read more »

How to Organize Your Firm for Growth: The Carrie Steffen Interview

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

firm for growth

Carrie Steffan, Founder of the Whetstone Group, works exclusively with B2B businesses and service based businesses so you can organize your firm for growth. What that means is she can show you insider tips on structuring your team and efforts to maximize new clients no matter the size of your current firm. In this episode of… Read more »

3 Highly Effective Marketing Strategies for Your Firm

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

free marketing strategies

Bonnie Buol Ruszczyk is president of BBR Marketing and author of “Take Your Marketing Online: Proven Ways to Grow Your Firm in the Digital Age” (published by the AICPA). She’s here to help firm owners start using free marketing strategies. We’re all afraid of not making back the cost of our marketing efforts. Well, Bonnie… Read more »

How To Create An Accounting Workflow Process Template

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Helping hand

You know you provide a great service to your clients, but do you know what your final “product” looks like? [images style=”2″ image=”http%3A%2F%2Fjetpackworkflow.com%2Fwp-content%2Fuploads%2F2015%2F12%2FHow-To-Create-An-Accounting-Workflow-Process-Template-JPWF.png” width=”1200″ align=”center” top_margin=”0″ alt_text=”How%20To%20Create%20An%20Accounting%20Workflow%20Process%20Template%20″ full_width=”Y”] Why thinking in terms of “Product” helps grow your firm faster  One of the biggest time (and growth) traps in any professional service business is getting stuck… Read more »

Lesson Eight: Referral Systems

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Speed limit and Happy city limit photo

Referrals can often be the #1 source of new business for many accounting professionals and CPA Firms, but these typically are “chance” referrals…you should have an idea on how to plan for growth because they’re typically “random referrals”. This lesson will focus on a few different referrals systems you can set up to systemize your… Read more »