We help CPA firms grow
We help firms implement pieces of their plan or become the marketing and business development director for firms that do not have a dedicated person on board. For 95% of our projects we set a fixed fee. With our monthly clients we set a fixed monthly budget. We do not make monthly clients sign contracts. We continue to work with them on an assumed month-to-month agreement.
The four methods we typically use to help firms gain market share:
- Lead Development. Direct communication with targeted prospects, referral partners, existing clients and centers of influence. This includes executive calling, email marketing, direct mail, seminars, roundtables, ghost-written articles and lead management coaching.
- CPA Firm Acquisition or Merger. We find practices not listed with brokers yet. Firms use Visionary to plan for transitions, build succession options and add “chunks” of revenue.
- Image and Branding. We design and write the content for literature, websites, Power points, or whatever is needed to make a firm look good.
- Surveys. We survey staff, existing clients, referral partners, and create post-engagement assessment tools. The surveys are designed to identify process improvements, create new sales strategies, and educate staff, clients, and referral partners about other service needs.
How we do it depends on…
- What a firm needs and already has in place. If marketing is new to your firm we suggest starting with our Marketing Roadmap.
- The objective(s). Not all goals are the same.
- The timeframe. There is a strategy to the timing of the marketing for some services and client types. We walk you through that process.
The end goal…
To get prospects and referral sources interested in working with your firm.
How we communicate leads...
As a lead arises we send a detailed email outlining the opportunity and who is responsible to take the next step. Then we prepare and send a Partner Report that tracks all leads, good or bad. Our executive callers stay in contact with you to assist with lead follow-up.
Employee Benefit Plan Survey Results
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Marketing Readiness Assessment for CPA firms.
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CPA Firm Marketing Readiness Assessment |