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Angus Ogilvie from Generate Accounting on upselling to clients without overplaying your hand

Angus Ogilvie from Generate Accounting on upselling to clients without overplaying your hand I asked Angus Ogilvie from Generate Accounting in Auckland his one marketing tip for firm owners. He said while client acquisition is important, there are always opportunities within the current client base. So focus on upselling to existing clients. Angus advises against […]

Start | Stop | Keep – Blake Oliver, Earmark CPE/The Accounting Podcast

I asked Blake Oliver from Earmark CPE and The Accounting Podcast, what would you like your accountant to start, stop and keep doing? Start: Blake says many firms should start improving their communication with clients. He says his CPA tends to become unresponsive during busy periods. This creates uncertainty and worry. Blake suggests accountants should […]

Consistent NAP

Your Name, Address, and Phone Number (NAP) should be written exactly the same on your website, Google My Business listing other online channels. It’s crucial if you’re looking to improve your local search performance. In this week’s Before and After, I did a local search for accountants in my town. Only one listing had consistent NAP. Some […]

Lisa Sweeting from OBBC on the importance of taking the time to write a marketing strategy

Lisa Sweeting from OBBC on the importance of taking the time to write a marketing strategy Lisa has been running the marketing for O’Brien Accountants & Advisors in Melbourne for almost a decade. Her number one tip for other firms is to take the time to write a marketing strategy, not just talk about it. […]

Start | Stop | Keep – Duncan Faulkner, Southern Software

I asked Duncan Faulkner from Southern Software, what would you like your accountant to start, stop and keep doing? Start: Duncan expresses his desire to develop a closer relationship with his accountant. He wants to go beyond the basic tasks of filing taxes and GST and instead have regular meetings with his accountant. Duncan wishes […]

Simple email “From Name” tweak for higher open rate

Improving the “sender” field in your email marketing can greatly increase your open rates. Here are three simple tips you would take seconds the next time you send an email: Be Personal: Use a personal name instead of your firm company name. People open emails from people, not firms (the exception is transactional emails like […]

Vinay Iswar from BetterCo on the importance of Branding

Vinay Iswar from BetterCo on the importance of Branding I spoke with Vinay Iswar, founder and MD of BetterCo. an accounting firm from Auckland, New Zealand. He feels a strong brand is central to growing an accounting firm. The interview is below and the key points Vinay made were: 1. Stand out in a sea of […]

Start | Stop | Keep – Alistair Marshall, Professional Services BD

I asked Alistair Marshall from Professional Services BD, what would you like your accountant to start, stop and keep doing? Start: Alistair suggests that accountants should leverage their existing networks more effectively. They often have strong business networks in their local areas, but they don’t share them as much as they could. He believes accountants […]

A better alternative to “Book a Free consultation”

A lot of accounting firms have “Book a free consultation” as their main call-to-action. This is weak because business owners (rightly) see it as a sales meeting is disguise. Plus, time is their most valuable commodity so giving up an hour seems like a cost. To get people to book a session like this, you […]