Sponsored by PCPS and the Association for Accounting Marketing Whether your firm is getting back into the full swing of marketing and you are looking for some new ideas to jumpstart your sales efforts, or you are getting serious about business development for the first time, this book is designed for you. Its purpose is to inspire, teach, and provide you with practical insight to help build results-oriented marketing and sales programs in your organization. Bull’s-Eye is a collaboration of 37 of the industry’s most successful marketing and sales minds. Collectively these gifted professionals have served as pioneering practitioners inside the profession, and as outside advisors and thought leaders for hundreds, even thousands of CPAs and their firms. They give you an insider’s view of what it takes to build marketing initiatives that produce results. Through the principles, best practices and case studies shared in the book, you can see success doesn’t happen by chance, but through careful planning, development, and implementation of well-designed processes, systems, and tools. This compendium of marketing know-how shows you how to build your marketing team, implement marketing techniques that get you noticed, connect the dots between marketing and sales, measure results, and much, much more.

Going solo doesn’t have to be a game of trial and error. Careful planning can make it one of the most rewarding decisions of your accounting career. Now in its second edition and revised by author Brannon Poe, this book leads new solo practitioners through each stage of creating your own firm, bringing your vision to reality, and nurturing your practice to make that reality a success. Follow each of the book’s five parts as it takes you chronologically from start to success. Each chapter is rich with strategies as well as stimulating follow-up questions that will help you define your goals and plans, drawing you to careful consideration of important factors such as: Creating concise mission and vision statements Establishing goals, standards, attitude, and skills that reflect a successful practitioner Anticipating financial needs Defining family involvement Shifting from employee to owner Understanding potential stumbling blocks Advancing your practice with a specialty Deciding whether to buy a practice Choosing a form of organization for your practice Building client relationships Keeping a focus on the future And much more!

Expert advice on growing your professional service firm or individual practice through social media Showing professionals and their marketers how to accomplish familiar marketing tactics in newer, ways, Social Media for Professionals and Their Firms takes you step by step in putting social media to work for your professional practice. Whether you want to build your own on-line reputation, or are ready to explore new media for corporate marketing and communications, this book is the definitive guide for your strategic approach. Explores why the fastest and most leveragable way to expand relationships today is through the Internet Provides step-by-step approaches to successful professional blogging Discusses high-level strategies for effectively using Twitter, LinkedIn, Facebook, and bookmarking sites Includes pitfalls and success stories featuring notable social media trailblazers Timely and practical, this book shows you why new media is rapidly becoming the core way for professionals to reach their audiences. Whether your firm provides legal, accounting, financial planning, architecture, consultancy, or other services, Social Media Strategies for Professionals and Their Firms will show you ways to better reach and communicate with your customers.

Order now on Amazon or save when you buy direct from the publisher at http: //store.cpatrendlines.com With CPA firms of all sizes seeking new clients as never before, there is no better way than by creating a focused, actionable marketing plan. The 90-Day Marketing Plan for CPA Firms provides a fast-track, step-by-step process to create a plan for firms of any size, from sole proprietors to multi-office, regional firms. This process works for anyone. The 90-Day Marketing Plan for CPA Firms is built with both CPAs and marketers in mind - at firms and practices of all sizes and styles. The sooner you get started, the sooner you reap the benefits: By the time you're finished with this handbook, you'll have a marketing plan that you can start implementing immediately. We guarantee it. So why wait? Highly Recommended "Jean continues to be a trendsetter when it comes to innovative and creative marketing ideas. More importantly, her ideas and concepts work and come from many years of successful execution in CPA firms. Her book is a "must read" for firms serious about growth." - Allan D. Koltin, CEO, Koltin Consulting Group "Jean's process takes the guess work out of developing a strategic marketing plan. This is a must-read for firms who are serious about taking their game to the next level." - Jamie D. Thomas, Director of Marketing & Communications, The LBA Group, Jacksonville, FL "A 'must have' resource for practitioners who want to put their firm on the right path to growth. This practical, step-by-step action plan is like having your own personal GPS with Jean's expertise conveniently packed inside. Say goodbye to confusion as you learn how to navigate from where you are right now to wherever you want to go, in just 90 days." - Tracy Crevar Warren, editor, Bull's Eye! The Ultimate How-To Marketing & Sales Guide for CPAs "In The 90-Day Marketing Plan for CPA Firms, author Jean Marie Caragher has efficiently approached the age-old dilemma of how to get started and how to maintain a marketing approach that will enable a firm of any size to build its brand and develop a sustainable reputation. By integrating practical advice, relevant survey data and a timeline for implementation, Caragher's readers are assured of success. Segmenting the process into manageable, actionable items backed up with explanations provides everyone from the novice to the most seasoned professional with the ability to connect the WHY with the HOW and WHEN." - Sally Glick, Chief Marketing Officer, Sobel & Co., LLC "Whether you want to put together your marketing plan in 90 days or nine months, Jean provides a great framework that will help. She stresses the importance of analyzing clients as well as the marketplace and provides templates for those who wouldn't know where to start. Her process will help anyone start and keep the marketing planning process moving along." - Katie Tolin, Director of Practice Growth, SS&G "What makes this marketing book different from most of what I have read is that this 90-day, 13-week marketing plan does not even begin to discuss marketing until week number 6. Instead, Jean leads you on a journey of discovery about your own firm that includes a complete guide and tools to perform client analysis, industry analysis, SWOT exercises, mission, vision and goal setting. The process is designed to explore what you currently do, what you want to do more of, what you should stop doing and then setting a plan to do just that. This is the rifle shot approach to getting the clients you want... not just more clients." - William R. Pirolli, CPA/CFF/PFS/CGMA, Partner, DiSanto Priest & Co CPAs, Warwick, RI "The 90-Day Marketing Plan is a logical process which allows CPA firm marketers to pursue long-term strategic success... Brilliant and right on point!" - Jack Kolmansberger, Chief Marketing Officer, Herbein+Co., Reading, PA

Expert advice on growing your professional service firm or individual practice through social media Showing professionals and their marketers how to accomplish familiar marketing tactics in newer, ways, Social Media for Professionals and Their Firms takes you step by step in putting social media to work for your professional practice. Whether you want to build your own on-line reputation, or are ready to explore new media for corporate marketing and communications, this book is the definitive guide for your strategic approach. Explores why the fastest and most leveragable way to expand relationships today is through the Internet Provides step-by-step approaches to successful professional blogging Discusses high-level strategies for effectively using Twitter, LinkedIn, Facebook, and bookmarking sites Includes pitfalls and success stories featuring notable social media trailblazers Timely and practical, this book shows you why new media is rapidly becoming the core way for professionals to reach their audiences. Whether your firm provides legal, accounting, financial planning, architecture, consultancy, or other services, Social Media Strategies for Professionals and Their Firms will show you ways to better reach and communicate with your customers.

"Troy Waugh—'the rainmakers' rainmaker'—has provided a well-designed blueprint for selling professional services that skillfully draws upon his more than thirty years in the field. This practical, highly focused guide to the selling process can help our firms achieve sales successes measured not only by effort but also by bottom-line results." —Howard B. Allenberg, vice chairman and CIO, BDO Seidman, LLP Finally, peerless focus on how to break into all aspects of the selling process and the currents of relationship and buyer development. Learn how to build your personal and firm business more successfully. Covers the process of relationship and buyer development. Provides proven strategies from hundreds of the world's successful firms. Order your copy today!

Most startups don’t fail because they can’t build a product. Most startups fail because they can’t get traction. Startup advice tends to be a lot of platitudes repackaged with new buzzwords, but Traction is something else entirely. As Gabriel Weinberg and Justin Mares learned from their own experiences, building a successful company is hard. For every startup that grows to the point where it can go public or be profitably acquired, hundreds of others sputter and die. Smart entrepreneurs know that the key to success isn’t the originality of your offering, the brilliance of your team, or how much money you raise. It’s how consistently you can grow and acquire new customers (or, for a free service, users). That’s called traction, and it makes everything else easier—fund-raising, hiring, press, partnerships, acquisitions. Talk is cheap, but traction is hard evidence that you’re on the right path. Traction will teach you the nineteen channels you can use to build a customer base, and how to pick the right ones for your business. It draws on inter-views with more than forty successful founders, including Jimmy Wales (Wikipedia), Alexis Ohanian (reddit), Paul English (Kayak), and Dharmesh Shah (HubSpot). You’ll learn, for example, how to: ·Find and use offline ads and other channels your competitors probably aren’t using ·Get targeted media coverage that will help you reach more customers ·Boost the effectiveness of your email marketing campaigns by automating staggered sets of prompts and updates ·Improve your search engine rankings and advertising through online tools and research Weinberg and Mares know that there’s no one-size-fits-all solution; every startup faces unique challenges and will benefit from a blend of these nineteen traction channels. They offer a three-step framework (called Bullseye) to figure out which ones will work best for your business. But no matter how you apply them, the lessons and examples in Traction will help you create and sustain the growth your business desperately needs.