2021 best practices: Finding leads for your accounting firm

Learn how accountants increase their prospective leads by following this simple guide.

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2021 best practices: Finding leads for your accounting firm

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Key quotes:

  • "This makes things difficult for accountants and accounting firms when it comes to effectively handling their customers."
  • "However, with recent advancements and the right customer strategies, accounting firms can now grow their business and, at the same time, maintain productivity."
  • "So, here are some of the best customer success strategies that can help you grow your customer base: Effective communication is the key to a client’s heart."
  • "It helps in expanding your customer base and retains your old ones."
  • "Here are a few reasons why ditching paper can be a good idea: We all are familiar with the old idiom, “Time is money,” and going paperless is a great idea to save some."
  • "… Tax season 2020 is now over, it is the best time for preparing for 2021."
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Key quotes:

  • "Your new year’s resolution for your business will likely include improving your bottom line."
  • "Most businesses measure their bottom line in terms of profits generated during a given time period."
  • "If you’re not sure where to focus your bottom line-boosting efforts in 2020, consider the following objectives to improve your bottom line: Data breaches are extremely costly."
  • "Depending on the market you’re operating in, generating additional spend among your existing customers may be a more economical path to revenue increases."
  • "If a typical workday includes employees completing tasks that could be automated, then you’re missing opportunities for those individuals to accomplish higher-impact work that could bring in more revenue and improve your bottom line."
  • "Whether you’re automating accounts payable procedures — leading to faster invoice approvals and reductions in procure-to-pay cycle time — or making customer service more efficient with AI-powered chatbots and ticket handling, you’ll grow your bottom line over the long term."
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Key quotes:

  • "They are not interested in adding in their business and prefer to work in the traditional method as they were processing."
  • "They are not aware of the benefits of cloud technology and think implementing cloud in their operation can increase their budget."
  • "For well-established companies, switching to cloud setup is unnecessary and inconvenient as they think it will disturb their daily task procedures and method of working and will ultimately lead to extra cost."
  • "In this era, technology has brought a new improvement in the world of business, and cloud technology is one of them."
  • "It automated many business processes that boost productivity and helps in the decision-making for the company’s betterment."
  • "However, even after implementing the QuickBooks software, it is not harder for some accountants to spend considerably more time on management and accounting."
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Key quotes:

  • "Remote workforces will endure as a core element of how companies engage their employee base, and with this shift comes a unique set of challenges that many leaders have not yet faced in their careers."
  • "As operations normalize, these teams will take a focus to model out the longer-term strategy of the organization’s financials, and remote work environments will naturally become a focal point of these discussions."
  • "As organizations are forced to sustain remote work environments for their employees, it calls into question the necessity of this expense."
  • "As leaders go through the exercise of transforming their organizations into a dispersed model, the biggest area of emphasis will be their people management practices and how to enable leaders at every level of the business to effectively manage their teams despite differences in locality."
  • "And from this comes a wealth of opportunity for people to reinvigorate what it means to be a working professional and a human… Management Consulting as a Catalyst for Change — Practiced business leaders and esteemed academics alike, find themselves within the ranks of consulting companies."
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Key quotes:

  • "Are you looking to grow your email list using social media? While some people may think that email marketing is dead, I’m still a firm believer."
  • "Email is such a great way to turn fans into subscribers and then eventually into leads."
  • "It’s also a great way to build a relationship with your audience while providing them the value and education that they are looking for."
  • "If you’re struggling to think of ways to use social media to grow your email list, consider these three options."
  • "There you have three ways to grow your email list using social media."
  • "Many of these tips can be implemented right away and you can start seeing an increase to your email list immediately."
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