From the Foreword Over his many years of working with accountants in the U.K. and abroad, Martin Bissett has developed a system that helps accountants learn to love selling. Well, maybe not love it, but at least understand and learn to do it. “Business Development on a Budget” distils his system and methods into a concise blueprint which, if readers follow it, will lead to their success. In “Business Development on a Budget,” Martin has done a masterful job of using this technique to illustrate some fairly complex ideas. By starting with the story of “Alex,” one of his clients who has enjoyed success by using his methods, he helps readers see and understand their own business development weaknesses, and more importantly how they can address them, through the eyes of one who has successfully done so. By then taking readers through the blueprint, Martin completes the process of teaching his methods in a highly practical way. There is a well-known quote by Albert Einstein that says, “Nothing happens until something moves.” This has been adapted by sales experts to say, “Nothing happens until someone sells something.” If this latter is true, it could be the reason many accounting practices find it difficult to grow. Traditionally, the accounting profession has put heavy reliance on referrals and recurring fees, producing the illusion that they didn’t need to sell. In fact, for many years the perception was that they shouldn’t sell, as it lowered the status of the profession. And in the United States, it was illegal until 1977. In today’s competitive business world, that attitude no longer leads to success, and certainly not growth. As a communications expert who spends a lot of time explaining ideas to people, I’ve often found telling a story to be an effective way to illustrate a point. I hope this book finds its way into the hands of many accountants who will not only read it, but successfully grow their practices by following the process it describes. – Helen Wilkie, Communications expert and author of “Make Your Words Count: A Short Painless Guide to Business Writing for Accountants,” Toronto

Business Development on a Budget: The 25-Step Program for Building a Business Development Infrastructure in Your Accounting Firm

Martin Bissett

CPA Trendlines

*** BUY DIRECT FROM THE PUBLISHER AND SAVE! GO TO: https://store.cpatrendlines.com/shop/bl-smm/ ***** The step-by-step guide for establishing social media goals and determining the best platforms. With educational information and practical workbook exercises. Plus: How and when to communicate, how to measure success, and ways to win enthusiastic support among partners and staff. Featuring solid examples and essential tools. From the Preface In today’s world of CPA firms, marketing has taken a leap from the back seat to a seat at the strategic table. With more and more firms focusing on marketing efforts, it makes a CPA wonder, “How does my firm continue to stay ahead of the curve to attract clients and to move the firm higher on its journey to increasing lead generation?” Marketing is one solution. Social media has allowed firms to expand their reach to new prospects within industries, geographic regions, and new target markets. It has also provided them with a platform or stage to communicate with audiences interested in their products, services, corporate governance, and firm culture. Digital marketing has helped to increase touch points with existing clients and leads unlike anything in the past. Just think about the leads a firm gets when people download a whitepaper, refer a new client through an email drip campaign, or sign up to receive tips and tools they can use to increase their internal control efforts, while reducing risk. This book was written to help you address the strategic marketing initiatives for your firm, focusing on social media and digital marketing. In an effort to help you create a strategic plan, there are many activities, check lists, and tips to help you along the way. As a professional services firm marketer, including firms such as KPMG, the AICPA and CPA.com, plus my own company’s CPA clients, my goal is to help you to develop a strategic marketing effort that aligns with your budget—no matter what that amount may be. In the following chapters you will be exposed to statistics, case studies, best practices, and a lot of activities to help you find the right approach for your firm. Consider each chapter as a stand-alone element or work your way through the book.

The Accountant's Social Media Handbook: The Step-By-Step Guide for Establishing a Social Media Business Development Strategy.

Business & Money

Becky Livingston

Accounting

*** Save! Get "The Radical CPA" direct from the publisher at https://store.cpatrendlines.com/shop/radical/ ***** --------------- There are four characteristics of a “radical" CPA: -- 1. Their approach to technology. -- 2. Their use of social media. -- 3. Their understanding the relationship between pricing and value. -- 4. And their conviction that customer experience must drive a firm's internal processes. They Call Them The ‘Radical’ Practitioners There’s an uprising of innovative CPAs in the accounting profession. This group created a new support community that is no longer driven by the establishment. The establishment can’t control the conversation. In fact, they almost missed it. Now they endorse and support us. But it didn’t begin with them. When Jody Padar first started doing this, she wasn’t aware of anyone doing what she was doing. Then she went to Twitter. That’s where she really met her peers. They were learning from each other from day one and that same community of support is still happening today. A “radical” practitioner is a person that calls upon himself and others to redefine their firms and their lives by moving away from the traditional firm business model. The term radical applies because what they are doing to their firms and indirectly to the profession is fundamental to its core. It’s abrupt, disruptive, unexpected, and far reaching. They are shaking up the status quo. They are changing because their customers and the world are changing around us all. Some might also perceive radical to be a negative term. It’s not. The movement is more likely following the happy expression, “that’s radical, dude.” Everyone can learn and join the movement. The Radical CPA Community Is Here To Help You Be Radical, Too The best part about these radical professionals is that we believe in abundance. We promote and celebrate a new way of doing business and encourage the rest of the profession to move forward and change as a whole. *** Save! Buy direct from the publisher at https://store.cpatrendlines.com/shop/radical/ ***** ---------------------

The Radical CPA: New Rules for the Future-Ready Firm

Padar CPA, Jody

Take Your Firm To The Next Level

August Aquila

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