The 90-Day Marketing Plan for CPA Firms: How to Create the Roadmap for Your Firm's Growth

Download or read book The 90-Day Marketing Plan for CPA Firms: How to Create the Roadmap for Your Firm's Growth written by Jean Marie Caragher and published by . This book was released on 2014-05-06 with total page 88 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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