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Accounting Firms Also Need CPA Marketing Strategies Like any business, accounting firms should also grow. Growth is possible when these three things work harmoniously together. a good data base of clients, existing and prospective, an attractive brand and effective marketing must work together so your firm would grow. Sadly, cpa marketing is the one that is usually overlooked. To invite more clients, one needs to be seen in this industry. Marketing for CPAs is not a mystery but rather an effort that can be summarized into 5 ways. And regardless of what strategy you implement, you need to be serious about it to make it work. Someone needs to take the lead in marketing the firm and it isn’t someone who is an accountant rather it is someone who is dedicated only to do the task of marketing. You may give suggestions as to where, how and what clients you want to reach, but the actual work should be done by your marketing team. This does not suggest that you hire a senior marketing manager right then and there. If your firm is quite small you can contact a marketing coordinator instead. The decision to hire a team or only one person to implement CPA marketing strategies depends on how much growth you want to see.
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The second strategy is to keep checking on your existing clients. You should be constantly engaged with your existing clients to maintain good working relationship. Are you adding valuable service every time you meet your client? Your existing clients can attract more clients for you through referrals if they are proud and happy doing business with you.
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The third method is to implement a good strategy for referrals. This is mainly linked with the second method described above. Your existing clients are your best sources for referrals. So if they are happy with the things you do for them, they will soon be introducing their partners or other people to your firm. Next, if your firm can afford it, you can organized events. If you choose to do so, this is where your marketing coordinator should step in. The downside is that nowadays people may be too busy to travel to certain venue so bringing people to your event may be a bit hard. In this case a webinar sounds like a good alternative. And lastly, form allies in the industry. Build a network in which your brand can flourish. Besides your clients, business partners can also refer you to the people they know. No two accounting firms are alike. One method may be helpful to one firm but not the other. Choose the methods, at least two that will be of greatest help with your firm.