Marketing

Experience Greater Networking Success by “Bringing Something to the Party”

Last month, I had the great privilege to hear motivational speaker W Mitchell speak to my local NSA (National Speakers Association) chapter. Mitchell, as he likes to be called, was a tremendous inspiration and made many great points throughout his talk. But, something that he asked during the introductions portion of the program really struck […]
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Developing Winning Proposals – Part 2

In last week’s blog post, Michelle Baca presented the first four steps for developing winning proposals, which focused on the internal preparation of your proposals.  This week, Krista Remer will complete the series on proposals by sharing steps five through seven with a focus on how to actually deliver your proposal and then follow up […]
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Developing Winning Proposals – Part 1

Have you noticed that at nearly every major accounting conference, there seems to be a session on how to develop effective proposals? It also happens to be one of the topics that we are asked most frequently to offer our advice on. Because this continues to be on the minds of our clients, we wanted […]
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Giving In To Facebook

If you have followed my social media journey, you’ll remember my initial reticence to spend time on Facebook.   Even though Facebook has over 400 million users, 50% of whom are logged in on any given day, I have avoided investing professional resources in the platform because I thought it was mostly to be used for […]
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Good News for Tax Preparers and Marketers – IRS 7216 Revisions

Over the past year, IRS Section 7216 has been a hot topic. Since it went into effect on January 1, 2009, there have been many questions, concerns, and confusion over the legal implications to tax preparers. The intent was to prohibit tax preparers from “knowingly or recklessly” disclosing or using tax related information other than […]
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Retaining Clients – What Does It Really Take?

According to the 2009 AICPA PCPS CPA Firm Top Issues survey (http://tinyurl.com/ydx8alr), the most significant concern facing CPA firms today is client retention.  This is certainly a shift from previous years, where the quest to find and retain talent were the top concerns of the profession.   Clearly, this is due to the recession, increasing competition […]
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Social Networking – a Year Later

It’s hard to believe, but our blog, Inspired Ideas, celebrates its first birthday today.  In the inaugural post, I shared my epiphany about the power of social networking – in particular my exposure to the LinkedIn platform (www.LinkedIn.com) – and how I really believed that the groundswell of web-based networking and communications tools would drive […]
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Top 3 Business Uses for Twitter

One of our most popular training sessions this year has been our course entitled, “Embracing Social Networking in Your Firm.” The session covers the most popular social networking technologies including LinkedIn, Facebook, and of course, Twitter. Twitter is a tool that allows people to know the answer to the question “What are you doing?” Twitter […]
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Back To The Business Development Basics

Recent economic conditions have caused us all to refocus on our marketing and business development strategies. It used to be that firms struggled just to keep up with the work that they had and were more focused on recruiting staff than generating new opportunities. The tide has certainly shifted and marketing and business development are […]
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Marketing Strategies to Drive Your Firm’s Growth – Promotion

This week, we wrap-up our five week series of posts on Marketing Strategies to Drive Your Firm’s Growth with the fifth P – Promotion.  Too often, firms jump right into marketing promotion without first defining the other four P’s (Positioning, Product and Service Mix, Pricing, and Place) in their marketing strategy.  Unfortunately, when you start […]
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Marketing Strategies to Drive Your Firm’s Growth – Place

We started our series of posts on the 5 P’s of Marketing three weeks ago with Jennifer Wilson’s post on Positioning.  Then, Krista Remer introduced us to the next two P’s, Product/Service Mix and Pricing.  In her post on Product/Service Mix, Krista introduced strategies for identifying your “front-burner” products and/or services. Once you’ve identified your […]
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Marketing Strategies to Drive Your Firm’s Growth – Pricing

For the past two weeks, we have been sharing the steps to strategically market your firm – starting first with the definition of your firm’s positioning and then your product and service mix.  Now it’s time to discuss your strategy for pricing the products and services you will market.   Pricing is often one of […]
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Marketing Strategies to Drive Your Firm’s Growth – Product/Service Mix

In last week’s blog, Jennifer Wilson shared the first – and often forgotten – step to strategically market your firm – positioning.  Positioning your firm ensures that your leadership team agrees upon how you want to be thought of and remembered in your market and is unified around your firm’s mission, vision, values, core competencies, competitive […]
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Marketing Strategies To Drive Your Firm’s Growth

This May, all of our CPA and IT firm clients are returning to the basics of business development and “firing up” their marketing and sales engines to ensure that they have enough work to weather this economic downturn.  Unfortunately, our anxious desire to jump in and “do something” often leads to failed activities and a negative […]
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Network While the Sun Shines!

As we enter the summer season of “making hay,” we’re receiving a lot of requests and having many discussions with firms across the country about their renewed commitment to business development.  It made me think of the importance of the activities I highlighted in my January 28, 2009 post, Must Do Busy Season Marketing Activities, […]
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Staying In Touch

I’m writing this blog from the Information Technology Alliance Spring Members Meeting (www.italliance.com) and have just returned from the opening night networking dinner.  As I was contemplating the subject for this week’s post, it struck me just how important my network of past contacts is and how fortunate I have been to be able to […]
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Grab Your Share of the Market – Without Spending a Fortune!

Marketing your firm, its brand, and its services is critical to the health of your practice in any economic situation – and especially so in a recession.  We know that it is tempting to slow down your marketing efforts in these times of economic uncertainty.  However, it’s more important than ever to promote your firm’s […]
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How IRS Section 7216 Affects Your Marketing Activities

IRS Section 7216 updates a 30-year old regulation intended to protect taxpayer information and to address the requirements tax preparers need to consider when using or disclosing tax payer information.  The updates are intended to consider practices in our electronic age.  Given all of the buzz about, and the urgency of the implications of the […]
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Worried About The Economy? Get Proactive!

I believe in the power of positivity. I want to believe that the worst of our nation’s economic times are behind us.  That said, I believe that all people in a position of firm leadership or ownership should be proactively assessing their firm’s economic growth and cash management strategies and exploring opportunities to improve both. […]
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Must Do Busy Season Marketing Activities

Given the economic uncertainty, many of our CPA and IT firm clients have made a renewed commitment to marketing and sales activities.  With busy season just around the corner, most of us are tempted to put marketing and sales on the back burner.  But with thinning pipelines, taking your foot off of the business development […]
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