Two and a half questions to help you in 2018

By | 2017-12-19T08:21:45+00:00 December 19th, 2017|Accountants, Uncategorized|

This week I invite you to identify your top achievements in 2017 and a few specific achievements you would most like to pursue in 2018. This should help you finish the year on a high and excited for what is to follow. I've also shared my own answers to the same two questions. Doing this yourself also means

Debunked: The one thing you must do….

By | 2017-12-12T10:31:22+00:00 December 12th, 2017|Accountants, Business messaging and branding, Marketing and promotion, sole practitioners|

A popular approach to getting your attention (and often your money) is to instruct you that there is 'one thing' you must do. What do they say? Many journalists, consultants and sales people assert that there is just 'one thing' you must do to remain in practice, to generate new clients, to increase your fees or

How can accountants use Linkedin for marketing purposes?

By | 2017-12-05T09:06:51+00:00 December 5th, 2017|Accountants, Business messaging and branding, Linkedin, Social Media, sole practitioners|

This was the headline to a question I was asked recently. I have summarised the question below and expanded on my reply and advice as this may help other accountants too. Question How can accountants use LinkedIn for marketing purpose? I have a company page, I have a profile, I am in some groups but

Has your practice plateaued?

By | 2017-11-28T08:45:55+00:00 November 28th, 2017|Accountants, Future, Marketing and promotion, sole practitioners|

My conversations with sole practitioner accountants over the years suggest that many are happy enough once their business has plateaued. 'Happy enough' is hardly an enthusiastic summation of how things are going. It suggests a degree of reluctant acceptance. The underlying message perhaps is that things could be better but the accountant is used to

Cloud accounting – Do you lead your clients or let them lead you?

By | 2017-11-22T11:38:12+00:00 November 22nd, 2017|Accountants, Business messaging and branding, cloud accounting, Experience and expertise, Productivity, Servicing clients, sole practitioners, Starting out|

This is the first of what I anticipate will become a series of cloud accounting related blog posts. Back in 2009 I disagreed with those commentators who were warning accountants about an urgent need to embrace cloud accounting technology. The alternative, warned these merchants of doom, was that accountants who failed to embrace the cloud

Do people see you as successful or struggling?

By | 2017-11-14T09:29:10+00:00 November 14th, 2017|Accountants, Appearance, Conversational impact, Marketing and promotion, Reputation|

Some accountants I know are proud of how efficiently they look after their own business affairs. Others though are embarrassed at their inefficiencies. And there are some who do not appear to give any thought as to how they are perceived. We all know the old adage that you never get a second chance to

Debunking social media myths for accountants

By | 2017-11-07T08:30:51+00:00 November 7th, 2017|Accountants, facebook, Google+, Linkedin, Social Media, sole practitioners, twitter|

I forget how long ago I added the word 'debunker' to the list of my roles/activities. It's on my business card, my marketing materials, my online profiles and on the title slide for many of my presentations. I was first asked what I mean by 'debunker' when I was facilitating a workshop for an international

A quick five point plan to secure more referrals for your accountancy practice

By | 2017-10-17T09:25:45+00:00 October 17th, 2017|Accountants, Business messaging and branding, Marketing and promotion, Networking|

So many accountants tell me that most of their new clients come from word of mouth and client referrals. In most cases however this seems to be a function of luck rather than planned in any way. Have you ever thought about how you could make it easier for your contacts to know who would

Why do accountants need to be enthusiastic?

By | 2017-10-10T09:30:39+00:00 October 10th, 2017|Accountants, Appearance, Business messaging and branding, Career development, Conversational impact, Dependability and trust, Experience and expertise, Following up, Giving, STANDING OUT|

Everyone who knows me recognises my enthusiastic nature. When I was younger I may even have been a touch too enthusiastic. I now recognise that it can unnerve those around you if you are evidently more enthusiastic than everyone else. That was an important lesson for me some years back. So now, older and wiser,

Don’t invest more time on social media until you have read this

By | 2017-10-03T09:30:56+00:00 October 3rd, 2017|Accountants, facebook, Linkedin, Marketing and promotion, Social Media, twitter|

Regular readers will know that I am both very active on social media and highly ranked for my online influence.* Equally you will also know that I do not routinely encourage accountants to use social media for promotional and marketing purposes. And I challenge the evidence and arguments of those who do advocate this -

Where do you want your promotional messages to be seen?

By | 2017-09-26T09:30:16+00:00 September 26th, 2017|Accountants, Business messaging and branding, facebook, Linkedin, Marketing and promotion, Social Media, twitter|

I have referenced what I call the 3Ms of marketing an accountancy practice before. This blog post is related to the third M. That is, which Media should you use to get your chosen Messages to your chosen Market? The answer to the question depends on where you will find your chosen Market and target

When you CAN use social media effectively for promotional purposes

By | 2017-09-19T11:25:19+00:00 September 19th, 2017|Accountants, facebook, Linkedin, Marketing and promotion, Social Media, twitter|

The longer you spend on social media the more you realise that overt sales and marketing messages do not typically have much positive impact. Posting adverts on social media is a different topic and not the subject of this blog post. Before I explain how you CAN use social media effectively for promotional purposes, I should

Why do you want to promote your firm?

By | 2017-09-12T06:50:48+00:00 September 12th, 2017|Accountants, Social Media, STANDING OUT, Websites|

A recent conversation with an accountant I've not worked with before started as follows: Accountant:  Do I need to promote my firm better? Mark: Probably, but it depends on what you want to achieve. Accountant: What do you mean? Mark: Marketing and promotional activities work best for accountants when you have first identified clear objectives. Otherwise you're likely

WHO do you need to stand out from?

By | 2017-09-05T09:30:57+00:00 September 5th, 2017|Accountants, Business messaging and branding, Experience and expertise, Social Media, sole practitioners, STANDING OUT, Starting out|

One of my talks for accountants, and much of the advice I share generally, concerns WHY it's important to STAND OUT from your competitors - and HOW easy this is to do when you put your mind to it. A related question I've never really addressed in detail is WHO do you need to STAND

25 great answers to the question: How much do you charge?

By | 2018-07-05T16:42:13+00:00 August 22nd, 2017|Accountants, Pricing|

One of the questions Accountants don't like hearing, when approached by a prospective new client, is "How much do you charge?" All too often the question is asked, too early, out of context, and before you've established exactly what accountancy and related services you will be providing. And yet, if you blow the answer, your prospect is

Do people see you as successful or struggling?

By | 2017-08-15T09:15:12+00:00 August 15th, 2017|Accountants, Dependability and trust, Experience and expertise, Reputation, sole practitioners, Starting out|

Some accountants I know are proud of how efficiently they look after their own business affairs. Others though are embarrassed at their inefficiencies. And there are some who do not appear to give any thought as to how they are perceived. If clients or business associates become aware that you are not running your practice

“What tools do you recommend to help a sole practitioner stand out?”

By | 2017-08-01T09:18:19+00:00 August 1st, 2017|Accountants, facebook, Linkedin, Reputation, sole practitioners, STANDING OUT, twitter|

This was another question I was asked during a recent interview. This post is drawn from the notes I made before giving my answer on air. Many accountants and bookkeepers reference their best source of new business as being referrals and recommendations. So let's deal with this first. Tools I would recommend here include: Linkedin

3 lessons for accountants from….. personal trainers

By | 2017-07-11T10:56:09+00:00 July 11th, 2017|Accountants, Business messaging and branding, Career development, Experience and expertise, Reputation, Servicing clients, sole practitioners|

I recently heard John Hardy the Founder of FASTER Health and Fitness introduce his business.  He mentioned he throught there were similarities with accountants. I have taken what he said and adapted it to provide some lessons for accountants from the business side of personal training and fitness. 1  Personality John has noted that a