Accountants and CPAs are busy people. When you’re already juggling tax deadlines and client demands, carving out time to market your accounting firm can be a tall order. If you do have time to market, you may not know where to focus your efforts. Rest assured, this is a challenge many accountants and CPAs face. […]
About Kristy L. Gusick, Partner
How to Help Motivated Accountants Bring in New Clients
As we all begin to emerge from this pandemic, you may be thinking new client development is going to look completely different than it did two years ago. Although we may not have as many lunch meetings as we used to, and most of our days are now filled with Zoom meetings, one thing still […]
6 Tips to Help You Stay in Touch with Contacts During Quarantine
During these challenging times many of us are literally wringing our hands wondering how we can maintain our professional relationships while being under a quarantine. And if you’re a person that provides a service, then you are used to being able to meet with your clients, prospects and referral sources in person at your office, a coffee shop or a restaurant. But as we all know those meetings are simply not possible right now due to the COVID-19 restrictions. Here are 6 tips to help you stay in touch with your contacts in a meaningful way during our ‘stay at home’ mandate.
Toxic Client Relationships: How + When to Disengage
For further information on this topic, please join us on our up-coming webinar hosted by author Kristy Gusick called “Toxic Client Relationships: Learn how and When to Disengage” which is scheduled for Thursday, March 26th 11:30am – 12:15pm CDT. Kristy has been working within and for professional service firms since 1994 and has been a partner at the marketing firm, PSM Marketing since 2012. As a part of her work with many clients, she often helps them develop and implement strategies around identifying and removing toxic clients – then replacing them with new A-Level clients.
Tips to Finding Ideal Clients for Your Accounting Practice
Life is not all about money – and honestly, neither is business. Respect, trust, honesty, loyalty, collaboration, communication. Those are all important components of a successful marriage – and for a successful business partnership. And when it comes right down to it, isn’t your relationship with your best clients similar to a professional marriage? […]
3 Surprising Ways Toxic Clients Can Sabotage Your Firm
Not all clients are a pleasure to work with. Some are demanding and high maintenance. Others don’t respond to requests for information or pay invoices on time. These are what we call “toxic clients.” And they are likely doing more harm than good to you and your staff.
7 Clever Ways to Promote Your Blog Post
Maintaining a blog on your firm’s website is a great way to showcase your expertise. But if no one knows about your blog post, all of the blood, sweat, and tears you pour into it could be in vain. Don’t let this happen! By actively promoting your blog posts, you can increase the likelihood that […]
Want to Blog but Don’t Know How? Use a Ghostwriter
You know you need a blog on your website. You’ve heard all of the statistics on how it will drive traffic to your website and increase SEO and make you a thought leader, and, heck, you even have things you want to write about. But every time you open Microsoft Word to start typing away, […]
8 Website Maintenance Tips for Professional Service Firms
If you’ve invested in a high-quality website built on an updated platform, give yourself a hearty pat on the back. But your website is much like a house or car: in order for it to retain its value and function, it needs regular maintenance. This means consistently putting in time and energy to keep it […]
How to Use Your Website to Qualify Leads
In today’s marketplace, the consumer is more in charge of the online search process than ever before. Because of this, a fabulous website is an absolute must. But when it comes to designing your website, it’s not all about looks. It’s also about whom it will attract. Yes, your website should attract a lot […]
