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Xero
Why it’s not terrible that your clients don’t know all the services you offer
- Karen Reyburn
- Jun 22, 2018
- 163
When one of your clients says, “Oh, I didn’t know you did that!”, what’s your response? Disaster, you think. I’ve failed in my marketing, you think. How could my clients possibly consider going to anyone else for this type of service? Why do they not realise we do this? What do I have to fix, […]
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Calling all US accountants: marketing help is coming your way!
- Jenn MacKinnon
- Jul 11, 2017
- 163
Exciting PF news! We have a new team member starting in the US on Monday 7th of August! This means we’ll be able to offer our US clients more webinars at a US friendly time, more topics which are US focused and lots more advice. The Profitable Firm has always found that the marketing principles […]
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#Generosity pillar
- Karen Reyburn
- Mar 10, 2017
- 163
“Give to gain.” I’ve heard this phrase used many times in business as a means of encouraging people to give, so they can get back. I hate it. I hate it because it’s inherently self-focused. Yes, the more you give away the more it is likely you receive in return. But if that’s your goal […]
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#integritypillar: Building trust with your prospective clients
- Karen Reyburn
- Jan 12, 2017
- 163
Integrity is another of the four pillars on which we stand at The Profitable Firm. Unfortunately, the word ‘integrity’ is the kind of word that businesses love to put into vision statements or mission statements or on website landing pages, but it doesn’t always mean much in terms of the work the company does. Worse, […]
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Be instantly available for your clients and prospects
- Karen Reyburn
- Dec 2, 2016
- 163
The expectations that your clients (and prospects) have about communication with their accountant are that you will be available all the time. The days of autoresponders that promise a reply within 5 working days are so far gone as to be laughable. Even a reply within 24 hours is considered slow. It’s not exclusive to […]
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Why tax is the least exciting thing about tax content
- Steve Ash
- Sep 22, 2016
- 163
There’s no escaping the fact that taxation is a big part of accounting. Helping your small business clients to understand the impact of tax on their finances – and most importantly, how much they have to pay, and when – is something that’s a vital part of your advisory service. And that means that there […]
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How to market Auto Enrolment to your clients and prospects
- Steve Ash
- Sep 15, 2016
- 163
Your clients are becoming vaguely aware of something called auto enrolment. Unfortunately, for most accountants, ‘vaguely aware’ may also represent your own understanding of the new regulations and how you will present them to your clients. Perhaps your conversations go something like this: Client: “I saw something the other day about something called auto enrolment… […]
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Letting the mask drop – how to get real with your clients
- Steve Ash
- Sep 8, 2016
- 163
How do you act when you’re around your small business clients? Do they get to see the real you, or do you become a different person when faced with a client? Many accountants still feel the need to adopt a ‘professional and detached’ demeanour with clients, even when they may have worked with this client […]
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The importance of rest – and why working late isn’t a competition
- Steve Ash
- Sep 1, 2016
- 163
There’s a culture in finance and accounting that working late is a good thing. The unspoken mindset seems to be this – the later you work, and the more overtime you’re doing, the more you’re ‘winning’ in the ongoing battle against the client work mountain. But, in fact, working all hours that are available and […]
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How to handle “quick questions” that don’t bring you prospects & which you aren’t paid for
- Karen Reyburn
- Jul 1, 2016
- 163
What do you do with “quick questions” (usually asked by prospects) that are easy to answer, but often take 20-30 minutes of every day, and you’re conscious that you aren’t being paid for answering them? What happens if you’re generous with your time and knowledge, but no one appreciates it by becoming your client straight […]
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From cloud accounting software to making tax digital, you don’t have to explain the technicalities of accounting to us. Let’s skip to the good marketing stuff.
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