• Creating a Killer CPA Firm Website That Sells

    Grow your CPA firm with a killer website

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  • Time Management - continued

    Last month, we talked about time management techniques and I shared with you a couple of my time management techniques. Let me share with you one more: 3) Manage your time in blocks.  In other words, cluster your client appointments. Many CPAs make the mistake of scheduling their appointments...

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  • Time Management for Accountants - Part one

    In my work as a consultant helping other CPAs to market their CPA firms, one objection I hear often is “But Salim, I just barely have enough time to do the work to deliver my services to my clients. I simply can’t spare a lot of time to think...

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  • Tigers starve last in the jungle (part 2)

    In my last blog post, I shared with you a four success strategies I picked up from re-reading an excellent book titled “The Sales Bible” by Jeffrey Gittomer. After I sent made that post, I recieved a ton of emails from CPA practitioners across the country thanking me for...

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  • Tigers starve last in the jungle (part one)

    I was reading a recent issue of a newsletter by Dan Kennedy (one of the worlds most brilliant marketer and business strategist) when a sentence in his newsletter jumped right out off the page and lodged itself indelibly in my mind. It read: “Tigers Stave Last In The Jungle!”...

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  • Client experiences are what it’s ALL about

    Maybe you’ve had the experience of being a patient of Dr. Richards, a doctor or dentist who’s quite technically competent, but has no people skills. Every time you go for an appointment, you waste an hour of your day in the waiting room, because they’re always backed up. The...

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  • Biggest complain about CPAs

    Of the biggest complains that small business owners have about their CPAs is that the CPA doesn’t stay in touch. There are dozens of ways to stay in touch like birthday cards, anniversary cards, newsletters, emails, etc. which I get in depth in my Genius CPA Marketing System. In...

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  • How to gather authentic testimonials?

    Testimonials are one of my favorite low-cost but high-impact client attraction tools. Getting testimonials from clients is an important thing to do and creates a powerful tool for acquiring new clients. They create believability, credibility, and a sense of security for your prospects. They help to break down the...

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  • How do you spend your time?

    You can provide the best accounting and tax services but if are not able to attract qualified clients to your CPA practice, your practice will stagnate. Here’s what’s important. The mental shift from “doer of the task” (doing accounting work, preparing tax returns, performing the analysis, etc.) to “promoter...

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  • The 80/20 rule

    Hello there. Labor day weekend is around the corner and I want to wish you a happy and safe one. I’m a big believer in the 80/20 rule, also known as the Pareto principle. What the 80/20 rule says as it pertains to the CPA practice is that 80%...

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