Are Referrals Enough for Accounting Firms? w/ Apoorv Dwivedi

Join Roger Knecht and guest expert Apoorv Dwivedi of Fixyr Marketing as they explore effective marketing strategies for accounting professionals on this episode of Building the Premier Accounting Firm. This episode delves into creating sustainable revenue opportunities, implementing balanced lead generation approaches, and measuring marketing success in the accounting industry. Learn how to transform your firm’s marketing from passive referrals to proactive growth strategies.

In This Episode:

Learn how to define marketing for accounting success, develop effective lead generation strategies, and implement measurable marketing tactics that drive results. Discover the balance between traditional referral marketing and modern lead generation techniques, while understanding crucial performance metrics for your firm’s growth.

Key Takeaways:

• 💡 Define marketing as all actions creating revenue opportunities for your accounting firm.

• 🎯 Develop a balanced lead generation approach, combining referral strategies with hunting or fishing techniques.

• 📊 Track key performance indicators (KPIs) like leads generated per channel, cost per lead, and cost per acquisition to measure marketing effectiveness.

• 🌱 Nurture client relationships consistently to maintain top-of-mind awareness and encourage repeat business.

• 🛠️ Implement a strategic marketing plan with regular check-ins to avoid the common trap of delayed or abandoned marketing efforts.

Thank you for joining us on this episode of Building the Premier Accounting Firm. For more tips on lead generation and how to grow your business, call our team at 435-344-2060.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

 

Offers:

Get your free Marketing Gap Analysis. In under 15 minutes this assessment will reveal the strengths and gaps in your marketing compared to the best-in-class standards for accounting, bookkeeping, tax, CAS and business advisory firms,along with recommendations on what you can do to improve.Get started now at https://fixyr.com/fixyourmarketing

 

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.

• “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.

• “Your Strategic Accountant” - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions.

• “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.

Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share.  

 

Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.

 

Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It’s here you can become a:

 

• Professional Bookkeeper, PB

• Professional Tax Preparer, PTP

• Profit & Growth Expert, PGE

 

Next, join a group of like-minded professionals within the accounting community.  Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.

 

• The Accounting & Bookkeeping Tips Facebook Group

• The Universal Accounting Fanpage

• Topical Newsletters:

• Universal Accounting Success

• The Universal Newsletter

 

Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.

 

For Additional FREE Resources for accounting professionals check out this collection HERE!

 

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

 

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

 

Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback

 

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777