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You are here: Home / Marketing Accounting Firms

Marketing Accounting Firms

The professionals at CPA, accounting, investing and actuarial firms are trusted advisors to any business or family. As such, it takes more to land a new file than an accounting website that matches up with a prospective client’s list of requirements.

Marketing accounting firms. What really works?

Whether they’re aware of it or not, your prospective clients are also looking for an intangible quality that helps them to predict ‘fit’.  They may be looking for clues about…

  • The courage to deliver needed advice, even when it’s hard to hear
  • The comfort of shared personal interests or connections
  • A temperament and style that balances their own emotions
  • An ability to simplify complex ideas
  • And the list goes on…

Depending on how well informed your network is, some of these qualities may come through with word of mouth referrals. But, today’s empowered market likes to check their facts out for themselves and referrals need to stand up to your prospect’s independent research findings.

So, how can the approach towards marketing accounting firms give prospective clients a sense of ‘fit’, sight unseen?

“…Sandra provided relevant and well thought out feedback on some of our existing marketing materials that allowed us to better define our firm’s value proposition and unique place in the market….” Cunningham LLP, Lisa Cutler, Marketing

Resist the temptation to tell your audience what you think they want to hear. Instead, steep your professional identity – your entire accounting marketing plan – in your passion, your values, your very culture. It’s not about avoiding the possibility of turning away a few heads. It’s about saying what will help your desired growth market feel understood.

Powerful connections are based on authentic disclosure. That’s the foundation of trust. Get that right and you will have done most of your selling before you even get to that first handshake.

Marketing and management for accounting firms:

To discuss how we can work together to build and enhance your CPA, accounting, investing or actuarial firm, contact us for an initial consultation, in the Greater Toronto Area (GTA) or via web conference anywhere in Canada.

Please visit the following pages, to learn more about our marketing services for accounting firms:

  • Marketing Plans for Accountants
  • Websites for Accounting Firms
  • Videos for Accounting Firms
  • Marketing Articles for Accountants

OUR ARTICLES IN THE BOTTOM LINE

Collaborative value of a marketing consultant

There’s a wide range of possibilities between just going where the wind blows and deliberately determining the future of an accounting practice…

Setting the stage for a business retreat

It's the rare accounting firm that's had a great experience with a retreat. But, for those few and far between firms, the event holds a sacrosanct position on the calendar. Partners look forward to it long in advance, knowing full well the additional commitment and responsibility they’re assuming…

Lack of focus, message can kill plan

Considering the chances of failure for marketing plans, firms could be excused for thinking it looks a bit more like a gambler’s game than a business decision. So, how can accounting firms beat the odds of low marketing return?…

Accounting Firms - Get strategic or risk getting lost

Options. They can swing doors wide open or gamble resources away. They can inspire us to act with urgency or be the cause of indecision and procrastination…

Say it Loud, An Accountant and Proud

If accountants want to be perceived as something other than shy and boring, they need to dismiss the stereotype from their own minds first…

Clients Don't Care for Sea of Sameness - For Accountants

Accountants that see themselves as not unlike their peers may not have fully nurtured, or even acknowledged, their own unique and valued difference…

Marketing and Management for Professional Services Firms

  • Law Firm Marketing
  • Marketing Accounting Firms
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  • Marketing for Consulting Firms
  • Medical Clinic Marketing

Book a consultation

Our approach is focused on what really works to build and enhance Canadian, professional services firms. We invite you to book an initial consultation to discuss your practice goals.

1112 Eglinton Ave West
Toronto, Ontario
M6C 2E2

Telephone: 416-969-9600
Email: consults@bekhor.ca

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