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Sageworks Blog

Oct18

How one accounting firm used ProfitCents to show clients the importance of value-added services

Nearly every firm has business clients who are interested in more services from their accountant. Almost two-thirds of clients are unaware of all services their accounting firm has to offer. Cross-selling value-added services will not only help you retain your current clients but also grow your business’s revenue. [More]

Oct13

The 8 Questions to picking an accounting niche

Once an accountant has taken the steps to identify niche market opportunities, it's now time to drill down and cultivate your own industry insights. By committing yourself and your team to learning everything you can about the industry you want to serve, any potential clients will see the value in working with someone that knows their business. [More]

Sep25

3 Steps to Becoming the Steve Jobs of Accounting

Steve Jobs. Sergey Brin. Mark Zuckerberg. Each of these individuals, and their companies, are celebrated as changing the face of the technology. [More]

Aug25

Poll: How much is thought leadership and content marketing used at your firm?

ProfitCents by Sageworks recently hosted a webinar, Content Marketing Strategies, which discussed how to effectively implement and use thought leadership in your accounting firm. Rob Nance, Director of Content Marketing & Consulting Services at Inovautus Consulting, explained ways to overcome the most common challenges in creating thought leadership. [More]

Mar25

Business valuations: Opportunities for accountants

Less than a third of all family-owned businesses make it to the next generation, and a recent survey found 1 in 5 privately held businesses planned to transfer their ownership interest during the next 3 years. A lot of companies will or should be looking for an exit strategy, and as trusted business advisors, accountants offering business valuation services can help these clients and discover new revenue opportunities at the same time. [More]

Mar17

1 Easy way to go from tax accountant to trusted advisor

Providing feedback is an easy way for accountants to offer value-added services that can deepen client relationships and help transform them from tax accountant to trusted advisor. This post explains how to provide feedback and plant a seed to grow your business.

Image by Little Box via Flickr CC

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Feb11

Poll: Do you currently have a specialty niche?

Nancy Fox recently hosted a webinar, Targeted Networking for Bigger and Better Lead Generation, which discussed how accountants can generate leads through in-person networking. Fox, Founder and President of The Business Fox, provides strategies for how to generate new leads.

During the presentation, finance professionals were polled on if they have a specialty niche. Almost 55% of respondents expressed that they do have an industry niche, while almost 45% expressed that they do not. [More]

Jan19

Rethinking accounting marketing

In this brief video, President of bbr marketing Bonnie Buol Ruszczyk, discusses how marketing for accounting firms has changed over the years. Ruszczyk highlights that accounting marketing has shifted from an outbound marketing approach, such as telemarketing and print and radio ads, to an inbound approach including search engine optimization and blogging. She suggests the importance of having an interactive conversation with clients and new leads.



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Jan16

An accountant's checklist for client meetings

Building relationships with your accounting clients requires trust, rapport and an atmosphere for open dialogue. Many accounting firms use a checklist to prepare for client meetings and to facilitate information exchange. Here are some questions that many accountants who are clients of Sageworks have found helpful when interacting with their business clients.

How to deepen client relationships

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Jan07

How to ensure your accounting firm’s best busy season ever

It’s not too late to take some steps that will make this your best busy season ever. These steps can help you transition from a historically focused, compliance-based service model to one partnering in your clients’ future success, which can help your firm grow and attract quality staff. [More]