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You are here: Home / Marketing CPA, Accounting, Investing and Actuarial Firms

Marketing CPA, Accounting, Investing and Actuarial Firms

What works

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

Whether they’re aware of it or not, your prospects 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 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 you give your prospects a sense of ‘fit’, sight unseen?

Resist the temptation to tell your audience what you think they want to hear. Instead, steep your professional identity – your logo, your website – 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.

Bekhor Management develops websites and logos for small to mid-sized, CPA, accounting, investing and actuarial firms. To discuss how we can work together to grow and enhance your professional practice, contact us contact us for an initial consultation, without fee or obligation, in the Greater Toronto Area (GTA) or via web conference anywhere in Canada.

PUBLISHED LAW FIRM MARKETING ARTICLES

CBA PracticeLink

Set your people up to succeed – Every last one of them

...Have you ever wondered how far the people at your law firm could go if they were set up to reach their highest potential? Is it even feasible to consider doing this for every single person at the firm?…

Strategy the key to getting things done on a firm retreat

...the most important way to make law firm retreats effective is the pre-retreat work…

SlawTips

Is Your Website in Need of a Makeover?

...if you’re wondering, if it’s time for a makeover or even a complete overhaul, it might be helpful to familiarize yourself with some of the qualities that exemplify modern websites:…

Lawyers, Don’t Miss This Step in Your Marketing Plan

...it stands to reason that the basic structure of a marketing plan that say sells detergent doesn’t quite cut it for lawyers. Aside from the obvious difference in the implementation of the plan, there’s a critical step missing…

The Lawyer's Daily

Marketing playing vital role in a growing online world (for lawyers)

...is what the Internet brings to the table really that new? Or is it just an extension of the, albeit lighter, marketing efforts lawyers were already making 20 years ago, whether to secure new files, recruit talent or simply generate exposure?...

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…

OUR ACCREDITED SEMINARS

Certified General Accountants of Ontario (CGA)

Social Media for Professionals, CGA Ontario Annual Conference, November 2012

Marketing and Management Coach for Professional Services Firms

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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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