Before & After – Are you in the 66% of firms with no marketing plan?

I took at look at the deeply boring careers pages from KPMG and BDO and compared them with some awesome examples from Written your marketing plan for 2024 yet? Thought not! Full confession: Bizink’s is only half-done but the key parts are all there. A good job to finish in January. In this before and […]

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Start | Stop | Keep – Start | Stop | Keep – Marc Umstead, Plus 1 Technology

I asked Marc, the CEO of Plus One Technology in Pennsylvania, what he’d like his accountant to start, stop and keep doing. Here’s what he told me: Start: Marc appreciates the actionable insights provided by his accountant but wishes they’d give more input into KPIs and potential actions to help him improve his business. Stop: Marc suggests […]

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Paul Gardner on why you should focus your marketing to specific industries

Paul Gardner on why you should focus your marketing to specific industries I spoke with Paul Gardner from Fresh Accounting, an early partner of Xero in Asia specialising in accounting services, CFO support, and digital transformation. Paul had two marketing tips: number one was the importance of authenticity. For him, understanding our pain points as […]

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Why an optimised career page is crucial for your firm

I took at look at the deeply boring careers pages from KPMG and BDO and compared them with some awesome examples from around the world. See what you think! Remember: it’s not just potential clients looking. Prospects do too to see what your firm culture is like. Here are the good examples: Bean Ninjas Live […]

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Start | Stop | Keep – Brannon Poe, Poe Group Advisors and Accounting Practice Academy

Brannon is the founder of Poe Group Advisors and has been facilitating successful accounting practice transitions throughout the US and Canada since 2003. He is also the creator of Accounting Practice Academy, a virtual practice management workshop, and the author of the Accounting Practice Insights Blog and hosts the Accountant’s Flight Plan” podcast with other […]

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Darrin Brown on giving back and providing value as ways of building client relationships

Darrin Brown on giving back and providing value as ways of building client relationships I spoke with Darrin Brown from Greenhawk, an accounting firm with 22 employees.  Darrin’s number one marketing tip is centred on giving. When he and his business partner started their accounting firm from scratch, they chose to engage in philanthropic activities. […]

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Add social proof to elevate your website and marketing

Accounting services are challenging to differentiate in marketing, It’s tough for accounting firms to create a unique online presence unless they have a very distinct niche. A quick way to stand out is social proof like testimonials: no marketing copy can match the authenticity and impact of what a satisfied client has to say about […]

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Start | Stop | Keep – Jamie Beresford, Practice Protect

I asked Jamie Beresford from Practice Protect, what would you like your accountant to start, stop and keep doing? Start: Jamie would like his accountants to be more proactive. Specifically, understanding where he’s at in his personal financial journey and aware of the challenges he’s facing. He feels clients often make decisions independently and involve […]

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Sarah Stein on the value of proactively asking clients for recommendations and reviews

Sarah Stein on the value of proactively asking clients for recommendations and reviews I spoke with Sarah Stein of Miss Efficiency, a Xero bookkeeping firm with clients across Australia. Sarah’s number one marketing tip is “ask for referrals and recommendations”. Initially hesitant, she’s now found success by asking clients directly for recommendations. Clients responded positively […]

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