Download or read book The 90 Day Marketing Plan for CPA Firms How to Create the Roadmap for Your Firm s Growth written by Jean Marie Caragher and published by . This book was released on 2014-05-06 with total page 88 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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

Download or read book The 90 Day Marketing Plan written by Cody Butler and published by . This book was released on 2020-06-03 with total page 140 pages. Available in PDF, EPUB and Kindle. Book excerpt: The 90 Day Marketing Plan is a comprehensive, step-by-step guide to improving, scaling and automating your marketing over the next 90 daysYou're going to learn: How To Create And Instant Cash Windfall in your businessThe most profitable marketing modelHow to eliminate 80% of marketing activity and retain resultsHow to produce results on a tiny budgetHow to get more customersHow to make more salesHow to automate 90% of the processWhere to find buyer ready customersUncover the tools and strategies needed to create a completely new marketing machine in only 90 days

Download or read book 101 Marketing Strategies for Accounting Law Consulting and Professional Services Firms written by Troy Waugh and published by John Wiley & Sons. This book was released on 2004-04-26 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: "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!

Download or read book Power Up Your Profits written by Troy Waugh and published by John Wiley & Sons. This book was released on 2005-01-21 with total page 370 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Download or read book Bull s Eye The Ultimate How To Marketing and Sales Guide for CPAs written by Tracy C. Warren and published by John Wiley & Sons. This book was released on 2016-11-21 with total page 464 pages. Available in PDF, EPUB and Kindle. Book excerpt: Sponsored by PCPS and the Association for Accounting Marketing Whether your firm is getting back into the full swing of marketing and you are looking for some new ideas to jumpstart your sales efforts, or you are getting serious about business development for the first time, this book is designed for you. Its purpose is to inspire, teach, and provide you with practical insight to help build results-oriented marketing and sales programs in your organization. Bull’s-Eye is a collaboration of 37 of the industry’s most successful marketing and sales minds. Collectively these gifted professionals have served as pioneering practitioners inside the profession, and as outside advisors and thought leaders for hundreds, even thousands of CPAs and their firms. They give you an insider’s view of what it takes to build marketing initiatives that produce results. Through the principles, best practices and case studies shared in the book, you can see success doesn’t happen by chance, but through careful planning, development, and implementation of well-designed processes, systems, and tools. This compendium of marketing know-how shows you how to build your marketing team, implement marketing techniques that get you noticed, connect the dots between marketing and sales, measure results, and much, much more.

Download or read book Breakthrough Business Development written by Duncan MacPherson and published by John Wiley & Sons. This book was released on 2010-03-19 with total page 211 pages. Available in PDF, EPUB and Kindle. Book excerpt: Increase Profits, Be more Organized, attract a Higher Quality & Quantity of Referrals, Run Your Business so That It Doesn't Run You, Take Your Business to the Next Level... With Breakthrough Business Development! Breakthrough Business Development shows you how to attract and keep great clients, while running a profitable and efficient business. It helps every knowledge-for-profit professional to maximize your most valuable client relationships, and to develop a personalized business development plan to mine the untapped potential in your business. Praise for the Pareto System, Featured in Breakthrough Business Development. "I am just beside myself on the results gathered so far from instituting the Pareto System. I use an agenda for meetings now and have formulated a standard package given to new clients. Already I have sent out twenty thank-you cards to new referrals. I even got a referral from a referral if that makes sense. Some clients didn't know that I was still expanding my business. I am also finding advocates that I didn't classify as such. Opening twenty accounts in this short time span is amazing but already I have another ten leads in the pipeline. You guys were right, it does work." "We have been building client relationships for 45 years... Pareto Systems successfully helped us to pause and then guided us through the process of defining the appropriate business structure and systems which will strengthen and enhance our best client relationships. We are now focusing on a comprehensive, systematized program for select clients. The results have been amazing-client satisfaction is way up and so are revenues."

Download or read book Client at the Core written by August J. Aquila and published by John Wiley & Sons. This book was released on 2004-07-29 with total page 352 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Clients At The Core is an essential blueprint to helping usall take the next steps. The authors, battle scarred by theevolution of professional firm management and marketing from thento now, have captured the changing needs of the firms in thisturbulent new economic era. This is a well-written book that usesplain language to convey practical, well thought-out ideas." -Patrick J. McKenna, a leading international consultant toprofessional service firms "The authors have captured the changing role of professionalservices marketing and firm management. There is valuable insight[in this] down-to-earth guide to competing successfully in the newenvironment." -David Maister, author and consultant "The book is a masterpiece! Aquila and Marcus have produced theessential guide for managing a professional services firm. They'vemarshaled their considerable real-life experiences and far-reachingvision into a veritable operating manual for the successfulfirm." -Rick Telberg, Editor at Large, American Institute ofCertified Public Accountants "At its heart, this book is the running shoe for legal andaccounting professionals who want to put the client first.Following the evolution of the industry over the past twenty-fiveyears, this must-have for every professional services firm is thekey to leading in the turbulent and highly competitive watersahead." -Richard S. Levick, Esq., President, Levick StrategicCommunications, LLC coauthor, Stop the Presses: The Litigation PRDesk Reference "Client selection and retention is one of the critical successfactors for a professional services firm, and Aquila and Marcus doa masterful job at educating us on the necessary ingredients ofeach. The chapters on firm governance and paying for performanceare thought provoking and certainly challenging to the conventionalwisdom. If you want a better understanding of marketing and leadinga professional firm in these turbulent times, this book isessential." -Ronald J. Baker, author, Professional's Guide to ValuePricing and The Firm of the Future "Client at the Core is a commonsense approach to keeping yourprofessional services firm relevant in the twenty-first century'sclient-driven economy. Aquila and Marcus have hit a home run withtheir insightful analysis and poignant prose." -Jeffrey S. Pawlow, Managing Shareholder, The GrowthPartnership, Inc.

Download or read book Global Content Marketing How to Create Great Content Reach More Customers and Build a Worldwide Marketing Strategy that Works written by Pam Didner and published by McGraw Hill Professional. This book was released on 2014-12-19 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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

Download or read book Sticky Branding written by Jeremy Miller and published by Dundurn. This book was released on 2015-01-10 with total page 277 pages. Available in PDF, EPUB and Kindle. Book excerpt: #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.

Download or read book Working Mother written by and published by . This book was released on 2002-10 with total page 190 pages. Available in PDF, EPUB and Kindle. Book excerpt: The magazine that helps career moms balance their personal and professional lives.

Download or read book Professional Services Marketing Wisdom written by Ric Willmot and published by John Wiley & Sons. This book was released on 2014-08-04 with total page 278 pages. Available in PDF, EPUB and Kindle. Book excerpt: Effective marketing tactics and strategies for professional service providers If you own and operate your own professional services firm—in accounting, finance, law, or another field—you know just how important marketing is to the success of your business. If you can't get your name out there, you won't have any customers to call your own. This handy guide offers a comprehensive plan for attracting and acquiring clients for small and even one-person firms—no marketing degree required. The strategies and tactics here are fun, easy-to-understand, and doable right now. All you need to bring is enthusiasm and commitment. You'll learn how to identify potential clients, explain why you're their best choice, grow your market share, get great referrals, designate which clients are long-term, profitable keepers, and much more. Features easy-to-implement marketing tactics and strategies for small professional services firms in any industry Ideal for anyone who runs a small firm, as well as professionals in larger firms who want to climb the ladder Shows readers with no marketing background how to boost their businesses Negates the need for expensive and often ineffective external marketing or sales consultants or branding and public relations firms For anyone who runs their own firm, Professional Services Marketing Wisdom offers unbeatable guidance on attracting and keeping the clients that small firms need to survive and thrive.

Download or read book Marketing for CPAs Accountants and Tax Professionals written by William J. Winston and published by Routledge. This book was released on 1995 with total page 387 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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) ttitudes, 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)

Download or read book The Successful Marketing Plan written by Roman G. Hiebing and published by McGraw Hill Professional. This book was released on 2003-06-13 with total page 578 pages. Available in PDF, EPUB and Kindle. Book excerpt: This new edition of The Successful Marketing Plan details an easy-to-follow and completely updated methodology for creating a results-focused, customer-driven marketing plan. Internet marketing issues and challenges receive much greater attention, including an entirely new chapter as well as seamless integration throughout the text.

Download or read book The One Day Marketing Plan written by Roman G. Hiebing and published by McGraw Hill Professional. This book was released on 2004-06-21 with total page 347 pages. Available in PDF, EPUB and Kindle. Book excerpt: The One-Day Marketing Plan shows entrepreneurs and business owners how to quickly design a marketing plan for any business. Hiebing and Cooper's streamlined, 10-step process guides readers through the development and execution of effective marketing plans, and provides the tools to accurately evaluate bottom-line results. Packed with helpful checklists and templates, this practical, comprehensive third edition includes up-to-the-minute information on brand positioning and Internet marketing tactics.

Download or read book The Business Plan written by Gerald Schwetje and published by Springer Science & Business Media. This book was released on 2007-08-24 with total page 178 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book provides the essentials to write a successful business plan. The represented methods and best practices have been approved over many years in practice with many management consulting engagements. The book is beautifully structured, it has a pragmatic emphasis and an autodidactic approach. The reader gets acquainted with the skills and competencies as well as tools, required for the planning and development of the business plan project.

Download or read book Internal Marketing written by William Winston and published by Routledge. This book was released on 2012-10-12 with total page 178 pages. Available in PDF, EPUB and Kindle. Book excerpt: In today's business world, competence is no longer enough in an employee;competent employees are merely a starting point. Internal Marketing: Your Company's Next Stage of Growth details how you can improve employee effectiveness and therefore business—by marketing your firm to employees so they can more effectively serve outside customers and consumers. Employees need to be knowledgeable about their firm and confident in it and its products and services in order to perform their duties in an optimal manner. From this book, you will gain a thorough knowledge and understanding of the concept of internal marketing, how it can be implemented, and the benefits that will result.

Download or read book Marketing Plan for Business Growth written by Lane J Taylor and published by Independently Published. This book was released on 2023-10-17 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Will you rather read this or loose 20% of your Customers and revenues ? In today's fiercely competitive business landscape, your marketing strategy is the key to unlocking untold potential. If you want to succeed, you must not only acquire new customers but also boost profits and stand head and shoulders above the competition. Fortunately, this book is your blueprint for achieving precisely that! Are you tired of your marketing efforts falling short? Do you feel lost in the marketing wilderness, struggling to find your voice in the cacophony of the business world? It's time to change that narrative. Within the pages of 'Marketing Plan for Business Growth, ' you will embark on a transformative journey. This comprehensive guide isn't just about marketing; it's about fostering business growth and establishing a strong presence in your industry. With this book, you will: 1. Acquire New Customers: Discover innovative and proven strategies to attract a steady stream of new customers. From digital marketing to traditional advertising, this book covers it all. 2. Earn more money: Learn how to maximize your marketing efforts to not only increase revenue but also enhance your bottom line. Say goodbye to wasting resources on ineffective campaigns. 3. Distinguish your self from competitors: The competition is fierce, but this book will teach you how to differentiate your business, build a unique brand, and make a lasting impact in your market. Packed with real-world examples, expert insights, and practical tips, 'Marketing Plan for Business Growth' equips you with the knowledge and tools to create a marketing plan that truly works. Whether you're a startup founder, a small business owner, or a marketing professional looking to supercharge your strategies, this book is your guiding light. The time for mediocrity is over. Don't let your competitors steal the spotlight. Take action now and propel your business towards unprecedented success. Get your copy of 'Marketing Plan for Business Growth' and start your journey to acquiring new customers, boosting profits, and standing tall in the crowd today! Your business deserves it.