The 90-Day Marketing Plan for CPA Firms: How to Create the Roadmap for Your Firm's Growth PDF Download
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Author: Jean Marie Caragher
Publisher:
ISBN: 9780991266258
Category : Business & Economics
Languages : en
Pages : 88
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Book Description
Order now on Amazon or save when you buy direct from the publisher at http: //store.cpatrendlines.com With CPA firms of all sizes seeking new clients as never before, there is no better way than by creating a focused, actionable marketing plan. The 90-Day Marketing Plan for CPA Firms provides a fast-track, step-by-step process to create a plan for firms of any size, from sole proprietors to multi-office, regional firms. This process works for anyone. The 90-Day Marketing Plan for CPA Firms is built with both CPAs and marketers in mind - at firms and practices of all sizes and styles. The sooner you get started, the sooner you reap the benefits: By the time you're finished with this handbook, you'll have a marketing plan that you can start implementing immediately. We guarantee it. So why wait? Highly Recommended "Jean continues to be a trendsetter when it comes to innovative and creative marketing ideas. More importantly, her ideas and concepts work and come from many years of successful execution in CPA firms. Her book is a "must read" for firms serious about growth." - Allan D. Koltin, CEO, Koltin Consulting Group "Jean's process takes the guess work out of developing a strategic marketing plan. This is a must-read for firms who are serious about taking their game to the next level." - Jamie D. Thomas, Director of Marketing & Communications, The LBA Group, Jacksonville, FL "A 'must have' resource for practitioners who want to put their firm on the right path to growth. This practical, step-by-step action plan is like having your own personal GPS with Jean's expertise conveniently packed inside. Say goodbye to confusion as you learn how to navigate from where you are right now to wherever you want to go, in just 90 days." - Tracy Crevar Warren, editor, Bull's Eye! The Ultimate How-To Marketing & Sales Guide for CPAs "In The 90-Day Marketing Plan for CPA Firms, author Jean Marie Caragher has efficiently approached the age-old dilemma of how to get started and how to maintain a marketing approach that will enable a firm of any size to build its brand and develop a sustainable reputation. By integrating practical advice, relevant survey data and a timeline for implementation, Caragher's readers are assured of success. Segmenting the process into manageable, actionable items backed up with explanations provides everyone from the novice to the most seasoned professional with the ability to connect the WHY with the HOW and WHEN." - Sally Glick, Chief Marketing Officer, Sobel & Co., LLC "Whether you want to put together your marketing plan in 90 days or nine months, Jean provides a great framework that will help. She stresses the importance of analyzing clients as well as the marketplace and provides templates for those who wouldn't know where to start. Her process will help anyone start and keep the marketing planning process moving along." - Katie Tolin, Director of Practice Growth, SS&G "What makes this marketing book different from most of what I have read is that this 90-day, 13-week marketing plan does not even begin to discuss marketing until week number 6. Instead, Jean leads you on a journey of discovery about your own firm that includes a complete guide and tools to perform client analysis, industry analysis, SWOT exercises, mission, vision and goal setting. The process is designed to explore what you currently do, what you want to do more of, what you should stop doing and then setting a plan to do just that. This is the rifle shot approach to getting the clients you want... not just more clients." - William R. Pirolli, CPA/CFF/PFS/CGMA, Partner, DiSanto Priest & Co CPAs, Warwick, RI "The 90-Day Marketing Plan is a logical process which allows CPA firm marketers to pursue long-term strategic success... Brilliant and right on point!" - Jack Kolmansberger, Chief Marketing Officer, Herbein+Co., Reading, PA
Author: Jean Marie Caragher
Publisher:
ISBN: 9780991266258
Category : Business & Economics
Languages : en
Pages : 88
Get Book Here
Book Description
Order now on Amazon or save when you buy direct from the publisher at http: //store.cpatrendlines.com With CPA firms of all sizes seeking new clients as never before, there is no better way than by creating a focused, actionable marketing plan. The 90-Day Marketing Plan for CPA Firms provides a fast-track, step-by-step process to create a plan for firms of any size, from sole proprietors to multi-office, regional firms. This process works for anyone. The 90-Day Marketing Plan for CPA Firms is built with both CPAs and marketers in mind - at firms and practices of all sizes and styles. The sooner you get started, the sooner you reap the benefits: By the time you're finished with this handbook, you'll have a marketing plan that you can start implementing immediately. We guarantee it. So why wait? Highly Recommended "Jean continues to be a trendsetter when it comes to innovative and creative marketing ideas. More importantly, her ideas and concepts work and come from many years of successful execution in CPA firms. Her book is a "must read" for firms serious about growth." - Allan D. Koltin, CEO, Koltin Consulting Group "Jean's process takes the guess work out of developing a strategic marketing plan. This is a must-read for firms who are serious about taking their game to the next level." - Jamie D. Thomas, Director of Marketing & Communications, The LBA Group, Jacksonville, FL "A 'must have' resource for practitioners who want to put their firm on the right path to growth. This practical, step-by-step action plan is like having your own personal GPS with Jean's expertise conveniently packed inside. Say goodbye to confusion as you learn how to navigate from where you are right now to wherever you want to go, in just 90 days." - Tracy Crevar Warren, editor, Bull's Eye! The Ultimate How-To Marketing & Sales Guide for CPAs "In The 90-Day Marketing Plan for CPA Firms, author Jean Marie Caragher has efficiently approached the age-old dilemma of how to get started and how to maintain a marketing approach that will enable a firm of any size to build its brand and develop a sustainable reputation. By integrating practical advice, relevant survey data and a timeline for implementation, Caragher's readers are assured of success. Segmenting the process into manageable, actionable items backed up with explanations provides everyone from the novice to the most seasoned professional with the ability to connect the WHY with the HOW and WHEN." - Sally Glick, Chief Marketing Officer, Sobel & Co., LLC "Whether you want to put together your marketing plan in 90 days or nine months, Jean provides a great framework that will help. She stresses the importance of analyzing clients as well as the marketplace and provides templates for those who wouldn't know where to start. Her process will help anyone start and keep the marketing planning process moving along." - Katie Tolin, Director of Practice Growth, SS&G "What makes this marketing book different from most of what I have read is that this 90-day, 13-week marketing plan does not even begin to discuss marketing until week number 6. Instead, Jean leads you on a journey of discovery about your own firm that includes a complete guide and tools to perform client analysis, industry analysis, SWOT exercises, mission, vision and goal setting. The process is designed to explore what you currently do, what you want to do more of, what you should stop doing and then setting a plan to do just that. This is the rifle shot approach to getting the clients you want... not just more clients." - William R. Pirolli, CPA/CFF/PFS/CGMA, Partner, DiSanto Priest & Co CPAs, Warwick, RI "The 90-Day Marketing Plan is a logical process which allows CPA firm marketers to pursue long-term strategic success... Brilliant and right on point!" - Jack Kolmansberger, Chief Marketing Officer, Herbein+Co., Reading, PA
Author: Troy Waugh
Publisher: John Wiley & Sons
ISBN: 0471654752
Category : Business & Economics
Languages : en
Pages : 290
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Book Description
"Troy Waugh—'the rainmakers' rainmaker'—has provided a well-designed blueprint for selling professional services that skillfully draws upon his more than thirty years in the field. This practical, highly focused guide to the selling process can help our firms achieve sales successes measured not only by effort but also by bottom-line results." —Howard B. Allenberg, vice chairman and CIO, BDO Seidman, LLP Finally, peerless focus on how to break into all aspects of the selling process and the currents of relationship and buyer development. Learn how to build your personal and firm business more successfully. Covers the process of relationship and buyer development. Provides proven strategies from hundreds of the world's successful firms. Order your copy today!
Author: Pam Didner
Publisher: McGraw Hill Professional
ISBN: 0071840982
Category : Business & Economics
Languages : en
Pages : 256
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Book Description
Engage Customers Around the World with Cross-Regional Content Marketing Technology has virtually erased national borders, forever transforming the way we reach and engage customers, as well as the way we search for and consume content. Global Content Marketing takes you step-by-step through the process of creating and refining your strategies to meet this new reality. LEARN HOW TO: Create content that engages people--regardless of their country and culture Identify key actions and strategies to apply to your projects Connect "dots" that others don't see and connect them in ways you never thought of before "Content marketing across geographies is a diff erent animal. In this smart, practical, and authoritative book, Pam Didner has tamed this animal for all of us." -- DOUG KESSLER, Creative Director, Velocity "A valuable guide to developing and distributing your global content effectively." -- NANCY BHAGAT, former VP, Global Marketing Strategy, Intel, and current Divisional CMO, TE Connectivity "This book is the blueprint for engineering a modern scalable content marketing operation." -- PAWAN DESHPANDE, CEO, Curata “Finally the book that explores all critical aspects of global content marketing! Whether you are a small business or a Fortune 500 company, it is essential to understand the 4P’s developed by Pam Didner. Read it and take your content strategy to the whole new level." -- EKATERINA WALTER, author of Think Like Zuck and coauthor of The Power of Visual Storytelling
Author: Jeremy Miller
Publisher: Dundurn
ISBN: 1459728122
Category : Business & Economics
Languages : en
Pages : 277
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Book Description
#1 Globe and Mail Bestseller 2016 Small Business Book Awards — Nominated, Marketing category Sticky Brands exist in almost every industry. Companies like Apple, Nike, and Starbucks have made themselves as recognizable as they are successful. But large companies are not the only ones who can stand out. Any business willing to challenge industry norms and find innovative ways to serve its customers can grow into a Sticky Brand. Based on a decade of research into what makes companies successful, Sticky Branding is your branding playbook. It provides ideas, stories, and exercises that will make your company stand out, attract customers, and grow into an incredible brand. Sticky Branding’s 12.5 guiding principles are drawn from hundreds of interviews with CEOs and business owners who have excelled within their industries.
Author: Gregory H. Siskind
Publisher: American Bar Association
ISBN: 9781590318768
Category : Business & Economics
Languages : en
Pages : 204
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Book Description
In this up-to-date third edition of The Lawyer's Guide to Marketing on the Internet, you'll learn how to make the latest technology work for your practice and increase your firm's visibility. This comprehensive resource provides proven online marketing strategies and guides you on how to effectively and efficiently market your law practice.
Author: Verne Harnish
Publisher: Jaico Publishing House
ISBN: 8119153847
Category : Business & Economics
Languages : en
Pages : 233
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Book Description
A Detailed Roadmap for Companies at Various Stages of Development on How to Get to the Next Level. Leaders and employees of growing firms want ideas and tools they can implement immediately to improve some aspect of their business. Verne Harnish, serial entrepreneur, advisor, and venture investor, brings to business leaders the fundamentals that produce real wealth—the same habits that typified American business magnate John D. Rockefeller’s disciplined approach to business. Harnish masterfully intertwines the legendary business philosophy of Rockefeller with lessons to be learned from ten extraordinary organizations. Aiming to empower present-day business leaders, this remarkably successful book includes invaluable lessons from real-world case studies. A treasure trove of practical situations teeming with insights and actionable recommendations, Mastering the Rockefeller Habits will help you unlock the secrets to scaling up your enterprise while simultaneously sidestepping the pitfalls that plague new ventures. From seasoned industry titans to ambitious start-up founders, anyone can swiftly implement these teachings for immediate impact.
Author: Patrick Malayter
Publisher:
ISBN: 9781939550187
Category :
Languages : en
Pages : 288
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Book Description
For many in the CPA business, the term "sales" carries a somewhat greasy connotation. Perhaps you think if you do great work and your firm has a fine reputation, clients will just flock in. In today's world, that's simply misguided thinking. Surely there is a reason you're reading these words now. Perhaps you're a manager or senior manager at your firm, and you know to make partner you must demonstrate business development skills or create a practice for yourself. Maybe you're already a partner, and you're being pressed by management to somehow grow your book in today's still-tough economy to replace lost work, or you're facing a downward comp adjustment. Possibly, you lead an office, industry team or have been tapped by your firm to head-up a new initiative, and are striving for ways to stoke top-line revenue. Conceivably, you're the CEO of a Top 100 Firm, and your shop has been languishing in the bottom quartiles of annual CPA firm growth rankings for years, with your firm becoming less and less relevant. As President Clinton said, "I feel your pain." More than just feel your pain though, I passionately believe there are proven ways to radically change your situation for the good, using practical, learnable methods and approaches, which are highlighted and taught in this book.If you've ever searched Amazon for books or videos about CPA sales and marketing training, or Googled to find dedicated CPA firm sales training from those who have personally built or grown substantial practices within a CPA firm environment engaging in real accounting services prospect-sales sessions, you'll find fairly limited results. Actually, you'll find none, until now, that is. This tome fills that void with real world advice that has "crushed it" in starting/growing CPA-related businesses and functional practice areas.As you know, knowledge is only powerful when applied. Take action, and make a difference for your firm and yourself with the tools you'll learn herein!
Author: Shawn Leamon
Publisher:
ISBN: 9781719827355
Category : Business & Economics
Languages : en
Pages : 78
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Book Description
The online world is rapidly growing, and you need to understand how to build your business if you want a place in the market. Whether you're a solo practitioner in a particular city, have a boutique with several partners, or your firm has a national presence, you're leaving money on the table if you don't master your digital marketing. But where do you start when you don't understand all the marketing jargon, or you don't have time to learn all the new, ever-changing strategies? It can feel like every week someone new is telling you what you should be doing. Let Shawn Leamon, Chief Strategist at LaGrande Marketing, be your guide. LaGrande Marketing is a boutique digital marketing firm based in Dallas, Texas that provides sophisticated digital marketing solutions to top law firms across the United States and internationally. The content of this book is based on real-world case studies of law firms that have substantially increased their sales and practices by implementing digital marketing the right way. Whether you're just opening your law firm or you have an established practice, this 60-minute guide will help you see the potential you can create if you implement a marketing plan for business growth.
Author: Jan Roos
Publisher: Createspace Independent Publishing Platform
ISBN: 9781543110081
Category :
Languages : en
Pages : 0
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Book Description
Do you know where your next client is coming from? What about your first client next month? You could spend years and tens of thousands of dollars trying out every marketing channel that screams for your attention. But if you know where to look there is a client 'vending machine' that some of the top practices have been using in the most competitive markets in the country. It even works for small and solo practices with a few hundred dollars to spend! It's called PPC lead generation and it combines the power of search advertising, conversion rate optimization and analytics to create a client generating machine that can work for you every day to win the clients looking for your services. This is NOT another marketing book showing you how to make a feel good game plan. Inside you'll learn: -The exact steps to set up your own PPC lead generation system that brings clients looking for YOU directly to your phone or inbox -The tools and platforms big law firms and the pros use -The pitfalls to avoid that leave some firms penniless in the dust Harness the power of PPC lead generation to take control of your practice's growth today.
Author: Nick Pendrell
Publisher: Anchor Books
ISBN: 9780956144829
Category : Business & Economics
Languages : en
Pages : 304
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Book Description
Discusses how to make the most of internet marketing techniques to promote your accounting firm. Discusses social media, building and improving your web site, newsletters, search engine optimisation and Google AdWords.
