Marketing for CPAs, Accountants, and Tax Professionals

Marketing for CPAs, Accountants, and Tax Professionals PDF Author: William J. Winston
Publisher: Psychology Press
ISBN: 9781560248729
Category : Business & Economics
Languages : en
Pages : 416

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Book Description
The contributing authors to Marketing for CPAs, Accountants, and Tax Professionals combine their expertise into a reference manual for today's accountant. Presented in four sections, the book covers all areas pertinent to effective marketing for accounting firms in the 90s and beyond: The Marketing Process Are Accountants Responding to the Challenge of Change? Marketing by CPA Firms: Room for Improvement? Has the Household User Profile for Accounting Services Changed? The Small Accounting Firm: Managing the Dynamics of the Marketing Function Perspectives on Marketing Professional Tax Service Marketing From a Consumer Buyer Behavior Perspective Price of Tax Preparation Services and the CPA Credential on Perceived Quality of Service Marketing Implications for Small CPA Firms Based on Clients' Criteria for Selection and Retention Advertising Advertising by Accountants: Attitudes, Practice, and Their Use of Marketing Tools A Survey of the Utilization of Advertising by CPA Firms The Changing Face of Accounting Advertising Marketing Tools and Strategies Marketing Financial Planning Services: Highlights of a Survey of CPAs Strategic Marketing Planning for the Development of the Small Accounting Practice A Complete Positioning Strategy for the Professional Services Firm Practical Approaches for Evaluating the Quality of Professional Accounting Services An Empirical Investigation of the Pricing of Professional Services (Applied to Public Accounting)

Marketing for CPAs, Accountants, and Tax Professionals

Marketing for CPAs, Accountants, and Tax Professionals PDF Author: William J. Winston
Publisher: Psychology Press
ISBN: 9781560248729
Category : Business & Economics
Languages : en
Pages : 416

Get Book Here

Book Description
The contributing authors to Marketing for CPAs, Accountants, and Tax Professionals combine their expertise into a reference manual for today's accountant. Presented in four sections, the book covers all areas pertinent to effective marketing for accounting firms in the 90s and beyond: The Marketing Process Are Accountants Responding to the Challenge of Change? Marketing by CPA Firms: Room for Improvement? Has the Household User Profile for Accounting Services Changed? The Small Accounting Firm: Managing the Dynamics of the Marketing Function Perspectives on Marketing Professional Tax Service Marketing From a Consumer Buyer Behavior Perspective Price of Tax Preparation Services and the CPA Credential on Perceived Quality of Service Marketing Implications for Small CPA Firms Based on Clients' Criteria for Selection and Retention Advertising Advertising by Accountants: Attitudes, Practice, and Their Use of Marketing Tools A Survey of the Utilization of Advertising by CPA Firms The Changing Face of Accounting Advertising Marketing Tools and Strategies Marketing Financial Planning Services: Highlights of a Survey of CPAs Strategic Marketing Planning for the Development of the Small Accounting Practice A Complete Positioning Strategy for the Professional Services Firm Practical Approaches for Evaluating the Quality of Professional Accounting Services An Empirical Investigation of the Pricing of Professional Services (Applied to Public Accounting)

101 Marketing Strategies for Accounting, Law, Consulting, and Professional Services Firms

101 Marketing Strategies for Accounting, Law, Consulting, and Professional Services Firms PDF 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!

Profit First

Profit First PDF Author: Mike Michalowicz
Publisher: Penguin
ISBN: 073521414X
Category : Business & Economics
Languages : en
Pages : 225

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Book Description
Author of cult classics The Pumpkin Plan and The Toilet Paper Entrepreneur offers a simple, counterintuitive cash management solution that will help small businesses break out of the doom spiral and achieve instant profitability. Conventional accounting uses the logical (albeit, flawed) formula: Sales - Expenses = Profit. The problem is, businesses are run by humans, and humans aren't always logical. Serial entrepreneur Mike Michalowicz has developed a behavioral approach to accounting to flip the formula: Sales - Profit = Expenses. Just as the most effective weight loss strategy is to limit portions by using smaller plates, Michalowicz shows that by taking profit first and apportioning only what remains for expenses, entrepreneurs will transform their businesses from cash-eating monsters to profitable cash cows. Using Michalowicz's Profit First system, readers will learn that: · Following 4 simple principles can simplify accounting and make it easier to manage a profitable business by looking at bank account balances. · A small, profitable business can be worth much more than a large business surviving on its top line. · Businesses that attain early and sustained profitability have a better shot at achieving long-term growth. With dozens of case studies, practical, step-by-step advice, and his signature sense of humor, Michalowicz has the game-changing roadmap for any entrepreneur to make money they always dreamed of.

The Definitive Guide to Client Accounting Services

The Definitive Guide to Client Accounting Services PDF Author: Hitendra Patil
Publisher: CPA Trendlines
ISBN: 9781735412313
Category :
Languages : en
Pages :

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Book Description


Strategic Connections

Strategic Connections PDF Author: Anne Baber
Publisher: AMACOM
ISBN: 0814434975
Category : Business & Economics
Languages : en
Pages : 270

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Book Description
Unveiling eight indispensable competencies for the new Network-Oriented Workforce, Strategic Connections provides practical advice anyone can use for building better, more productive business relationships. Smartphones, social media, and the Internet can only get a professional so far. At some point, the success of an organization will depend on face-to-face relationships, which means the isolated employees trying to do everything virtually will at some point have to fall back on the tried-and-true, essential skill of relationship building if they are going to survive in today’s increasingly collaborative workforce. You will discover how to: Commit to a positive, proactive networking mindset Earn trust Boost their social acumen and increase their likeability Master conversational skills and deepen interactions Employ storytelling to make communications memorable Businesses don’t have to look very far to find employees with a strong presence in the different social networks. If you want to stand out and make yourself invaluable to your organization, focus on making your presence known in the company’s physical networks.

Power Up Your Profits

Power Up Your Profits PDF Author: Troy Waugh
Publisher: John Wiley & Sons
ISBN: 0471703583
Category : Business & Economics
Languages : en
Pages : 370

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Book Description
Expert guidance for CPAs who want to become marketing savvy, improve profits, and gain satisfaction This updated Second Edition demonstrates how combining the power of trust with the power of persuasion can help CPAs sell their services more effectively. Each chapter develops a key concept of marketing or selling that's easy to follow and shows how to apply the concepts to any CPA practice. Through a step-by-step approach to developing and mastering a stronger marketing and sales presence, this book focuses on how to dramatically enhance the reader's growth potential. It presents real-world examples from top CPA rainmakers and other marketing and management gurus, including Tom Peters. This updated second edition offers interviews covering Sarbanes-Oxley and the new accounting rules. Troy Waugh, CPA (Nashville, TN), is founder, President, and CEO of The Rainmaker Academy, a comprehensive three-year leadership, client service, and practice development training program for CPAs.

Social Media Strategies for Professionals and Their Firms

Social Media Strategies for Professionals and Their Firms PDF Author: Michelle Golden
Publisher: John Wiley & Sons
ISBN: 0470933917
Category : Business & Economics
Languages : en
Pages : 368

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Book Description
Expert advice on growing your professional service firm or individual practice through social media Showing professionals and their marketers how to accomplish familiar marketing tactics in newer, ways, Social Media for Professionals and Their Firms takes you step by step in putting social media to work for your professional practice. Whether you want to build your own on-line reputation, or are ready to explore new media for corporate marketing and communications, this book is the definitive guide for your strategic approach. Explores why the fastest and most leveragable way to expand relationships today is through the Internet Provides step-by-step approaches to successful professional blogging Discusses high-level strategies for effectively using Twitter, LinkedIn, Facebook, and bookmarking sites Includes pitfalls and success stories featuring notable social media trailblazers Timely and practical, this book shows you why new media is rapidly becoming the core way for professionals to reach their audiences. Whether your firm provides legal, accounting, financial planning, architecture, consultancy, or other services, Social Media Strategies for Professionals and Their Firms will show you ways to better reach and communicate with your customers.

How to Review Tax Returns

How to Review Tax Returns PDF Author: Edward Mendlowitz Cpa
Publisher:
ISBN: 9780991266203
Category : Business & Economics
Languages : en
Pages : 154

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Book Description
Reviewing tax returns is a key part of tax preparation. It also is an area vulnerable to major bottlenecks and backlogs. Part of the problem is that there is no information or training specifically for reviewers... until now. Inevitably, firms have more preparers than reviewers. The latter are highly skilled professionals who are more difficult to train or find. Therefore, you must consider ways to reduce review time, even at the expense of adding preparer time. This book discusses methods to reduce review time, establishes who should do the review, distinguishes between content and issues reviews, identifies specific items for the reviewers to check, and offers administrative procedures to facilitate the review process. Reviewers are not born complete and ready to go, they are developed. The problem with many firms is that they take a reasonably good tax return preparer, with above average tax knowledge and they make them a reviewer, either on purpose or by default. In many firms a partner doubles as a reviewer. In some cases this partner does not even have reasonable tax knowledge, but they do the job because it needs to get done. This is not acceptable and does not assure a good product. There is a need and hunger for information on how to more effectively review returns, and this book is the response. Read the book, reread sections, use it as a reference source. Make your review process more effective. - from the Introduction

Marketing Metrics

Marketing Metrics PDF Author: Paul W. Farris
Publisher: Pearson Education
ISBN: 0137058292
Category : Business & Economics
Languages : en
Pages : 431

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Book Description
"In this thoroughly updated and significantly expanded book, four leading marketing researchers show exactly how to choose the right metrics for every challenge. The authors show how to use marketing dashboards to view market dynamics from multiple perspectives, maximize accuracy, and "triangulate" to optimal solutions. You'll discover high-value metrics for virtually every facet of marketing: promotional strategy, advertising, and distribution; customer perceptions; market share; competitors' power; margins and pricing; products and portfolios; customer profitability; sales forces and channels; and more. This edition introduces essential new metrics ranging from Net Promoter to social media and brand equity measurement. Last, but not least, it shows how to build comprehensive models to support planning--and optimize every marketing decision you make."--Publisher description.

Managing Sales Professionals

Managing Sales Professionals PDF Author: William Winston
Publisher: Routledge
ISBN: 1136590544
Category : Business & Economics
Languages : en
Pages : 415

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Book Description
This book is designed for sales managers as they make decisions and solve problems on a day-to-day basis. Managing Sales Professionals provides readers with specific details and illustrates how to plan, organize, staff, operate, and evaluate a sales force and its activities. This book offers an approach that is practical and realistic--one that is needed by sales managers who want to oversee a successful sales staff.The author, Joseph Vaccaro, uses an “integrated model” approach. He integrates the marketing mix as it relates to selling, and then he delves into the daily situations and problems readers encounter as practicing sales managers. With cases at the end of each chapter that make the chapter material come to life, Managing Sales Professionals is a practical tool for those in the world of marketing and sales management. It is a realistic, pragmatic, practical, how-to approach that explains complex concepts in a clear and concise manner. Vaccaro avoids generalities, and he cuts right to the critical specifics for sales managers in the real world.Terms and concepts are clearly defined, and each chapter concludes with penetrating questions to further develop your sales management skills. Along with a highly pertinent chapter on legal and ethical aspects in selling, Managing Sales Professionals covers: how to recruit salespeople motivation procedures gender and racial diversity of the sales force how to plan and conduct a training program effective selling techniques how to develop brand awareness new sales technology how to determine pricing and discount policies compensation policies how to determine transportation policies control and evaluation procedures how to effectively interact with marketing Anyone looking to increase sales, such as business owners, consultants, marketing professionals, and practicing salespeople and sales managers, can use this book to examine their sales staffs and look for areas in which to improve. Managing Sales Professionals is also ideal for upper level undergraduate students as they learn the basics of how to sell, organize, and run a sales force.