Archive for the ‘Marketing’ Category

Monday, October 5th, 2015

Uphill Battle

3625105886_0423e46a9a_mI feel their pain.

I am talking about accounting firm marketing directors/coordinators. They are not like accountants at all. That’s why firms hire them. The owners want someone who knows something about actual professional service firm marketing. PSF marketing is different from regular marketing. The owners don’t always realize that fact and usually believe that a marketing professional will actually SELL. While they think they need a marketing person, they dig their heels in when it comes to listening to the marketing person.

Often it is a real uphill battle for the marketing director to obtain the support of the owner group as they do their best to brand the firm as unique, creative and original.

My advice for marketing directors is: Don’t waste your time on the laggards. Profile the owners one-by-one. Which ones are open to change and which ones will detour you? Then, the next time you have an idea and some owners drag their heels, move on!

Work with the healthy part of the owner group. Actual success on various projects just might win the laggards over.

Photo: flickr user LMAP Megyarsh

  • Spend 80% of your time focusing on the opportunities of tomorrow rather than the problems of yesterday.
  • Brian Tracy

Tuesday, September 15th, 2015

What Works For You… Not Everyone Else.

I was reading an article on Fast Company about how Uber approached their markets differently. What would work in NYC wouldn’t necessarily appeal to someone in Seattle or Washington, DC.

When you are branding your firm, serving your clients and hiring talented people, are you trying to do it like “a firm you know” in a completely different part of the country? Perhaps, it is even a very different size firm?

It’s not that any one firm is right and another wrong. You must know your market.

I get so many questions about starting salaries. It depends on where you are located.

What about what your clients like, why they come to you? A lot of it could depend on your geographical location.

Figure out what works for you and then do it.

  • Do not wait to strike till the iron is hot; but make it hot by striking.
  • William Sprague

Tuesday, August 18th, 2015

Be Sure Your Firm Is Flying!

I read this quote in the Wright Brothers book and I thought of all of my CPA firm friends….

IMG_1568 - Version 2“Keep thy airspeed up, lest the earth come up and smite thee.” – William Kershner, pilot and author of numerous flight manuals between 1958 and 2002 that are regarded as “a must for any person learning to fly.

How are you doing at keeping your firm’s “airspeed” up? Some firms continually struggle with implementation. I almost always tell my audiences that what I am about to share with them is the same thing consultants have been sharing with them for about 20 years! There are some variations and of course some current trends but the basic concepts remain the same. Here are a few:

  • Treat your people well and they will take great care of your clients.
  • Hire the best, don’t settle for mediocre people. As Jack Welch says, “The team with the best players wins.”
  • Embrace change!
  • Embrace practice development (marketing, sales, building relationships).
  • Get rid of the bad apples (they ruin the whole barrel) – – applies to clients and staff.
  • Hold partners accountable.
  • Your admin team can make you or break you.
  • Try things! Do things! Take action!

I want your firm to feel the exhilaration of flight. I don’t want “the earth to come up and smite thee”.

  • More than anything else the sensation is one of perfect peace mingled with an excitement that strains every nerve to the utmost, if you can conceive of such a combination.
  • Wilbur Wright

Friday, August 7th, 2015

It’s Time To Rebrand

I work with CPAs and their firms. I visit many, many CPA firm websites on a continual basis. For many, it is definitely time to rebrand.

My clients and other CPAs I meet ask me, “What are other firms doing?” or “Can you give me a good example?”. Thanks to my friends at LBMC, headquartered in Brentwood, Tennessee, I can.

Here is a video about their new rebranding project.

LBMC is a very large firm and can afford to spend a lot more money than many other firms. That’s no excuse for you not to consider rebranding. You can do it! Establish a budget and go forward. It is one step in becoming a firm of the future.

  • If people believe they share values with a company, they will stay loyal to the brand.
  • Howard Schultz

Tuesday, July 28th, 2015

Keep Your Relationships Alive & Healthy

If you want to be successful in bringing business to your CPA firm, you must be a relationship-builder. It surprises me when I hear CPAs, working in public practice, say they won’t, can’t or don’t know how to bring new business to the firm. It is simply liking people and getting to know them and letting them get to know you. CPAs are smart, well-educated, and nice. You have amazing knowledge about tax, accounting, audit and business practices. People will be naturally drawn to you – – SO, put yourself out there!

If you are a partner and you are not able to bring in business, why are you a partner?

Here’s a real-life story of how maintaining relationships works:

DruckerSharon Drucker, used to work for the New Jersey Society of CPAs. We met when she was involved in coordinating an event where I was speaking. Over the next few years we stayed in touch via email and social media.

Recently, she contacted me (via LinkedIn) to let me know that she has a new job as Director of Business Development on the new Surgent team (formerly Surgent McCoy). She will be working with firms across the US to identify and meet their professional learning needs, through both live and digital CPE programs.

I’m sure you are aware of Surgent, it has been around for more than 30 years (like me!). Surgent, LLC, is the largest independent provider of continuing education in the United States, offering more webinar, self-study, and live event offerings than any competitor in the marketplace. Their clients include 250 of the top 300 firms nationwide.

The moral of the story: Sharon kept our relationship alive by contacting me. I was delighted because I want to keep my relationships alive and healthy. We will both benefit (and can help each other).

  • Make new friends but keep the old; one is silver and the other is gold.
  • Proverb

Friday, July 24th, 2015

My Journey To Becoming “Visible”

DSCN0750 - Version 3Who is Rita Keller and what is she all about?

Perhaps you have wondered that from time to time if you follow my blog, tweets and other social media. You might have read my bio online but that’s not the entire story.

A special thanks to Hinge Marketing for naming me one of their “Visible Experts”. Read all about my story on their site. I enjoyed my telephone interview with Emily Paterson although it did cause me to have some scary flash-back moments!

I went from a resident expert to a visible expert. I built a reputation through years of hard work, I took advantage of social media and then I took a leap and never looked back.

How about you? Have you been contemplating something for your firm or for yourself that feels risky? Take a leap!

  • Though I am not normally honest, I am so sometimes by chance.
  • Shakespeare

Monday, July 13th, 2015

The State of Accounting Marketing

lee-fI was very fortunate to be speaking at the co-located AICPA PractTech, Association for Accounting Administration and Association for Accounting Marketing Conference in Orlando during June. One of the best things about it was that I got the chance to re-connect with many of my marketing friends and also attend some of the AAM sessions.

I was delighted to read a recent blog post by Lee Frederiksen of Hinge, professional services marketing, listing his five top observations on accounting marketing in 2015:

  1. Content marketing is rapidly becoming the approach of choice.
  2. Online marketing is more important than ever before and firms know it.
  3. The mobile revolution has arrived.
  4. A generational sea change is underway.
  5. There will be winners and losers

Be sure to read Lee’s comments about each of these observations here. These points are very important for your CPA firm.

  • There are no two ways about it - a demographic wave is rocking firm cultures around the country.
  • Lee Frederiksen

Monday, June 29th, 2015

Don’t Forget, You Are Selling To Women

“The shopping experience is very different for women than men; the male shopper’s experience is still the default position for many, even most, firms. And yet it is an unimpeachable fact that women are the premier purchasers–of damn near everything. (My message: Wake-up-ASAP-and-smell-the-enormous-opportunity.)” – Tom Peters

Tom Peter’s weekly quote (I get it every Monday), made me think of CPAs working in public accounting, for a couple of reasons.

One, most male CPAs target their sales to male business owners. I have observed that selling to a female business owner is not their main focus. I have also observed that sometimes the male even feels, and acts, awkward in these situations.

Males: Study, research and read about how to sell to females, practice better listening, learn body language, etc. It will also help you in managing your workforce. Also, when you are selling to a male, remember that there is a woman behind him probably telling him who to hire as their CPA.

Two, most accounting graduates are female. You are hiring a lot of them. Begin educating, teaching, and coaching them immediately on how to develop a relationship with a business owner or decision maker. Once the relationship is established, they can ask for their business.

Females: Don’t hide from business development assignments. Ask to accompany partners on visits to clients and future clients. Schedule lunches with attorneys who also serve your clients. Network in your business community as much as possible.

Selling professional services is all about building relationships – virtually and in person. Women have natural talent in this area – capitalize on it.

  • You don't earn loyalty in a day; you earn loyalty day by day.
  • Jeffrey Gitomer

Tuesday, June 23rd, 2015

LinkedIn – A Chance To Learn More

If you are a CPA firm in Ohio, southern Michigan, eastern Indiana, northern Kentucky, western Pennsylvania or West Virginia, the Association for Accounting Administration OHIO Chapter is providing a timely and affordable learning opportunity to leverage the power of LinkedIn for your firm. If you cannot attend, you should send at least one representative from your firm.

Here’s the information from the Chapter:

Leveraging LinkedIn to Grow Your Accounting Firms Business and Influence

LinkedIn is a powerful tool for sales and business development…when you know how to use it correctly! Both the inherent features of LinkedIn as well as the paid advertising features provide many options to help companies of all shapes and sizes generate new business leads. However, used incorrectly and you can find yourself banned from access to your most prized prospect pool or possibly kicked off LinkedIn all together.
We’ll discuss:
  • The power of LinkedIn and leveraging everyone in the firm for visibility and business growth
  • Firm control and management of social media – i.e.   policy and capture software
  • Building profiles for business development vs. job seeking
  • Increasing visibility to target market via status updates and other communications
  • Finding prospect opportunities an introduction away
  • The LinkedIn Company Page and Sponsored Status updates
It all comes down to knowing how to use the Right Strategy, at the Right Time, and in the Right Circumstance.
Date:  July 17, 2015
9:00a Registration and Continental Breakfast
10:00 – 12:00 Presentation (2.0 CPE)
12:00 – 3:00 Lunch and Roundtable (the roundtable discussions are a wonderful benefit)
Price $35
Location: Ohio Society of CPAs, 535 Metroplace South, Dublin, OH


  • Active participation on LinkedIn is the best way to say, 'Look at me!' without saying 'Look at me!'.
  • Bobby Darnell

Wednesday, May 6th, 2015

Continually Work On Your Practice Growth Culture

KoltinAt many firms, practice growth efforts run hot and cold. Most CPAs are not naturally drawn to practice development efforts. Some are fairly good at marketing but struggle with actually asking for business or closing a sale. That’s why I believe that marketing, sales and other practice growth activities should be instilled in every new team member, even the new college graduates entering your firm.

Too often, years down the road, a manager is told, “We want you to become a partner but you have to bring in business.” Sometimes, the need for managers and staff to be active in practice growth has never been communicated.

I enjoyed founder of Inovautus Consulting, Sarah Johnson Dobek’s recent article about the 6 Reasons to Reinvest in Your Firm’s Growth.   Here’s a list of the 6 Reasons. Be sure to read her entire article for more explanation.

  1. Client Demographics are shifting
  2. Keep good talent.
  3. Succession.
  4. Your competition is marketing and selling to your clients and prospects.
  5. Client retention.
  6. You make more money

One of the most important reasons to embrace a practice growth culture is brought home by Allan Koltin’s quote, above. The talent wars are raging. If you want to attract the best people, your firm needs to be growing.

  • My great concern is not whether you have failed, but whether you are content with your failure.
  • Abraham Lincoln