The Modern CPA Success Show

Top 5 Marketing Mistakes CPA Firms Make with Matthew Banker


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“I've talked to a lot of firms who say that they can't take on new business between February and April. I think that's a mistake because that's when business owners are feeling the most pain around their financials, so that's when they most need help and want to talk to someone. But they'll often just turn off the marketing during those months. So, that's the best time to be connecting with potential clients because that's when they're feeling the need most acutely.” – Matthew Banker 


The finer details of this episode:

  • The importance of understanding your customers and what they need
  • Creating a clear and consistent message that resonates with your customers
  • Viewing marketing as an investment and working with a knowledgeable marketing partner

 

Episode resources:

  • Summit CPA website – www.summitcpa.net
  • Email us with questions – [email protected]
  • Marketing for Accounting Firms - Benchmark Growth Marketing
...more
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The Modern CPA Success ShowBy Summit Virtual CFO by Anders

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