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Effective Marketing

As CPA firms look for new ways to grow their practice and ensure their ongoing success, marketing has become an increasingly critical part of their business. This section offers tools & resources to help your firm develop effective & successful marketing initiatives. 

 

 


 


Leverage Up the Value Ladder
The value ladder is a way of looking at the way clients receives value from our services. Our clients view services at the bottom of the ladder as commodities. Learn More>>
Introduction to Quality Client Services
PCPS Member
The Quality Client Services PowerPoint presentation has been donated by David K. Morgan, CPA/PFS of Lattimore, Black, Morgan & Cain, P.C. and can be tailored to suit your firm’s needs. Learn More>>
Use the Invoice to Sell the Service
PCPS Member
This section describes the characteristics of the better billers in terms of appearance, language, detail, and the handling of higher-than-expected bills. Learn More>>
Developing Your Firm's Marketing Plan
PCPS Member
Presented September 21, 2006 by Jennifer Lee Wilson, Co-Founder, ConvergenceCoaching, LLC. This forum offers ideas on how to accentuate your firm's strengths and market opportunities, establish accountability for your marketing efforts, and measure the costs and success of each initiative. Learn More>>