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Marketing Plan for UK accounting and USA CPA firms

Planning to grow your accounting practice? Marketing plan is very important and work parallelly with your other business development activities. Check out this marketing plan specially designed for UK accounting and USA CPA firms. From SWOT to marketing tactics, Get this checklist for your accounting, bookkeeping and tax services.

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Marketing Plan for UK accounting and USA CPA firms

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  1. Marketing Plan for UK accounting and USA CPA firms

  2. SWOT (Strengths, Weaknesses, Opportunities, Threats) Analysis Know what you’re good at, and where there’s room for improvement. Be aware of business risks and opportunities for your accounting firm.

  3. Services to be Marketed – Accounts, Bookkeeping, Tax Preparation Find out the answer of the following questions: Which of your outsourced bookkeeping firms' services are the most profitable? Which ones are likely to be of interest to prospects? Which are the easiest to sell?

  4. Consultative Selling When selling to a client, try to do consultative selling. Consultative selling helps sell your tax preparation outsourcing services but will also help you to build trust. Make sure you are asking relevant questions about their pain points which will end up creating trust with your potential client.

  5. Realistic Goals and Time Frames What are you aiming to achieve? How long should it take you to reach your goals? How will you measure your progress? Which cloud accounting software is going to use to scale your short and long term goals?

  6. Marketing Tactics Put together a schedule of the actions you’ll take to reach your goals. Marketing new ideas to your clients in their line of business can also help build trust in you in the capacity of an accountant and in the capacity of the organization.

  7. Power of Social Networks Maintain your social media accounts with the latest updates on how your company works, team members, engagement, etc.

  8. AcoBloom International One of the top accounting outsourcing companies in India marketing@acobloom.com

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