Marketing for CPAs

Marketing and Business Development Tips for Certified Public Accountants

Book Spotlight – Ditch the Pitch by Steve Yastrow

One of my latest reads was Ditch the Pitch: The Art of Improvised Persuasion by Steve Yastrow.  Sales is always an interesting subject.  A lot of people don’t study it at all then you have the varying extremes that are taught these days.  On the one hand you have the bully who’s basically trying to convince […]

The Day After

It’s hard to explain tax/busy season to someone who hasn’t gone through it.  For me, this one was particularly challenging.  The good news is, business was very good.  The bad news is, my big idea, which was the tax store, fell flat so a lot of the extra money I made from other marketing channels […]

Book Spotlight – UnMarketing by Scott Stratten

The book UnMarketing: Stop Marketing. Start Engaging by Scott Stratten has been on my radar for a while.  Before I read it, I then found out Mr. Stratten has a podcast called the Unpodcast and this quickly became my new favorite podcast (yes, my favorite can change from time to time as podcasts come and go).  There’s some […]

Tax Store Diary – Early Challenges

The tax store has been open for almost two weeks.  Business is good in my practice, but it’s not because of the store.  At least not yet but I will get into the mindset I have for the store in a later post.  This is more about the general challenges I’ve encountered since opening up […]

Website Spotlight – Owner Magazine

I’m a big Chris Brogan fan.  I’ve read most of his books (and the one’s I haven’t read yet I’ve purchased) and I enjoy both his podcast and his newsletter.  For the past few months, Chris has been heavily involved with a new project and that’s Owner Magazine.  I subscribed to the magazine once I […]

Book Spotlight – The One Thing by Gary Keller

My most recent read was The ONE Thing: The Surprisingly Simple Truth Behind Extraordinary Results and I can’t recommend this book enough.  For those of you who aren’t familiar with Gary Keller, he’s the co-founder of Keller Williams Realty and he’s written a couple of other books more geared towards real estate investors and realtors.  This […]

Tax Store Diary – Opening Week

My other Tax Store Diary Posts have been flashback posts.  While I still need to fill in some blanks, this post starts us off from an important point, and that was opening day.  Earlier the week before I had the phone, cable and internet installed and I had all of my furniture ready.  I had […]

Book Spotlight – Start by Jon Acuff

One of my more recent reads was Start: Punch Fear in the Face, Escape Average and Do Work that Matters by Jon Acuff.  Jon has several successes including his blog Stuff Christians Like as well as his involvement with Dave Ramsey.  I enjoy both business books and personal development books and this book probably leans more […]

Tax Store Diary – Rounding out the Business

A couple of days I talked about the marketing I have planned.  This post is more about the nitty gritty, but these things have to be done.  Let’s take a look at the laundry list. Insurance – I needed to get two types of insurance.  First I needed liability and property insurance on the space […]

Tax Store Diary – Marketing

If you’re keeping up, I just signed my lease. Now the real fun began and I had a laundry list of things I had to do.  Some were more business setup types of things (that will be the subject of another post) and then I had to figure out a way to get people to […]

Tax Store Diary – The Lease

In my last Tax Store Diary installment, I talked about finding a location.  Now that I had picked out a location, I needed to secure the spot.  I already had the landlord’s name and phone number so I called him up, made sure he was fine with a short term lease and made an appointment […]

Tax Store Diary – Finding a Location

In the last installment of the tax store diary (the flashback series where I’m looking back at what I did), I talked about when the idea of creating a tax store hit me.  And as my time opened up to pursue the idea, the next question was, where am I going to put the store? […]

Book Spotlight – Sometimes You Win, Sometimes You Learn by John C. Maxwell

While I don’t read or listen to as much of it these days, I’m a big fan of personal development.  Your frame of mind definitely influences your effectiveness and personal development books are great way to shift your mindset back into the correct gear.  I recently read John C. Maxwell’s Sometimes You Win–Sometimes You Learn: […]

Tax Store Diary – The Idea

This tax season, I’m opening up a store front.  To set the stage, I’m a single dad and I have my son half the time and I’ve been running my practice out of my house for the past several years.  It’s nice not being tied down to an office and when I meet clients I […]

Welcome to Marketing for CPAs

Welcome to my online marketing resource for Certified Public Accountants.  I’ve been practicing in some capacity for almost 20 years and I’ve been working on my own practice since 2006.   On this website, I’ll be writing about my successes and failures in building my practice.  For those of you who find your way here […]