Metrics and Key Performance Indicators for Accountants

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What Accounting Metrics You Should Track Struggling to understand what key accounting metrics to track for your firm? It’s common for many CPA Firms, Accountants, and Accounting Practices to have no shortage of metrics and KPIs to track… but the biggest issue is what are important metrics vs vanity metrics? Vanity Metrics would be anything… Read more »

Mastering Workflow for Accountants and CPA’s: The Damien Greathead Interview

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

Damien Greathead, Director of Operations at 2020 Group (Now Business Development at Receipt Bank) works with firms in mastering workflow for accountants. 2020 Group was a leader in putting up fresh content and was one of the largest membership organizations for small-to-medium sized businesses. **NOTE: After the recording of this interview, 2020 Group was acquired… Read more »

The “New” Rules of Marketing for Accounting Professionals

Posted by & filed under Accountant, Bookkeeper, Growth, Marketing, Referrals.

The 6 New Rules of Marketing

Are you stuck wondering why marketing dollars are no longer working? And while I would never dismiss a marketing campaign without testing, there are some fundamental differences in marketing today. Thank you to Steve Pipe for posting this. Original poster TBD So much of this poster sounds fantastic, but let’s break down what each rule means:… Read more »

2 simple techniques to get more referrals for accountants and bookkeepers

Posted by & filed under Marketing, Referrals.

Oh referrals… The bread basket and key lead generation method for so many of us. Yet, even though most rely over 80% of their marketing efforts on referrals, are you doing enough to systemically build them in your business? Here are two simple techniques you can literally implement today. Will they immediately generate referrals? Maybe…(they’ve… Read more »