Increase fees through referrals

All firms, regardless of their type of clients, grow through word of mouth. Whilst sales and marketing activities also bring in new clients, by far the most effective (and cheapest) way of ito increase fees is through referrals. Referrals may come from existing clients, business contacts and introducers, even friends and family. Whilst you may […]
Getting staff involved in marketing

Many partners feel it is their responsibility to promote their practice and in doing so can overlook the additional resources they have at their fingertips – their staff. For many marketing and client communications activities, you don’t need to be a partner or a ‘marketing specialist’, just being well organised and a good communicator can […]
Common accountancy marketing mistakes

I’ve been working with accountancy firms for 20+ years and over that time I consistently come across the same issues, no matter what size of the practice. Below is my top 5 common accountancy marketing mistakes. How many are you guilty of?! 1. Assuming everyone knows what you do – even your clients Trust me, […]
Are your marketing goals realistic?

Question – Are your marketing goals realistic? If your answer is one or more of the following: We want more clients We want to increase turnover We want to add value to existing clients you are doomed to fail. You have to quantify exactly what you want. When you know what the end-game is, you […]
Client testimonials – do they make a difference?

Some people question whether client testimonials are effective in promoting products and services. Comments such as: “They’re not real clients”; “They’ve made that up”; or “Nobody reads testimonials or reviews any more” are often mentioned when the topic comes up in conversation.
MTD Communications – are you on the ball?

Despite having two years of advance warning, many businesses left their GDPR activities until a couple of weeks before the 25 May deadline. Don’t make the same mistake when it comes to Making Tax Digital (MTD), particularly when it comes to communicating with clients and staff. MTD Communications Your MTD action points should cover the following: […]
GDPR and marketing (the story so far)

Ahead of the 25 May have you considered/actioned the following points to make sure your marketing activities will comply with the new General Data Protection Regulations: Confirmed your data processing and storage processes and updated your privacy notices accordingly? Checked that no-one on your current email, mailing, text or phone lists have asked not to […]
Marketing in bite-sized pieces

If you’re feeling overwhelmed by marketing try these tactics: If you want to send a letter to your clients or prospective clients, but this is going to involve time assembling lists, and physically stuffing and franking envelopes, don’t send it one go. Send it out in manageable batches, perhaps department by department, or in weekly […]
Marketing a niche service
Firms that offer niche or specialist services need to take a proactive stance in marketing such services, particularly when they are quite diverse from their normal offering. Never assume that everyone, internally and externally to the business, knows about these services. You have to keep people aware of your niche(s) or risk it being the […]
How happy is your team?
Do you really know what your team feels about working for your firm? Whilst we may try and get feedback from staff during the year or as part of an appraisal process, it can sometimes be tarnished with them telling us what we think we’d like to hear, as opposed to what they actually feel. […]