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Stony Brook, NY  11789
Phone: (631) 751-6400
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Marketing

Marketing does not create one single new client or one dollar of new business. It creates opportunities to sell. Selling however, is offensive to many professionals and to most prospective clients. That is why we have separated the processes into marketing and relationship building. Below are some of the specific marketing activities we have experience in application for the accounting profession.

  • Strategy - A marketing strategy is requisite to develop the type of business best suited to your goals and growth.

  • Planning - Integrating the strategy into the firm’s current direction, culture and pace of business.  Identification of changes, time frames and accountability.

  • Firm Culture - Every firm has consciously or unconsciously created a culture.  That culture may be correct for achievement of growth goal or require change.  If the growth is not happening of its own accord, change is indicated.

  • Training - We have unique proprietary programs to help professionals market without pain.

  • Motivation - Marketing programs must connect with WIIFM, the station we all listen to.  If the benefits don’t outweigh the discomfort no one markets.

  • Measurement - Unmeasured marketing is expensive and inconsistent.  Create KPIs to manage the marketing process and control ROI.

  • Support - Just as your clients can’t usually manage their accounting without your support and guidance, our support helps create the end result you seek.

  • Management - There are specific skill sets to manage the marketing process.  Prosper with, struggle without.

  • Tele-selling - We have over 30 combined years of experience in using tele-selling to develop business.  Whether in house or outsourced we can help.


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Last modified: 10/29/07