CPA Firm CPA Firm - CPA Trendlines

Write-up Accounting Services. Yes No. Payroll. Yes No. Are these listed on your website? Yes No. Do you have printed materials for these areas? New Business ...
1MB Sizes 0 Downloads 267 Views
CPA Firm

Marketing Readiness Assessment

ThinkVisionary.com Provided as a courtesy by CPA Trendlines (www.cpatrendlines.com)

Visionary is a lead generation specialist for the CPA profession. We help firms create a process to add new revenue and then actually make that plan work by implementing some or all aspects of that plan for them.

ThinkVisionary.com

Our services include executive calling, direct mail, emailing, website and literature design, writing the content for websites and literature, database development, CPA firm acquisitions and mergers, staff, client, and referral partner surveys, ad design, ghost-written articles, and marketing plan development. How many “No’s” will you circle?

BIG Picture Thinking STRATEGIES & GOALS Yes

No

Do you have a vision of where you want the firm to be in 5 years?

Yes

No

Are written firm and partner goals set?

Yes

No

Are these goals monitored monthly?

Yes

No

Does the firm have an updated revenue pipeline that forecasts pending new clients?

Yes

No

Do you have succession partners in place to buy-in and fund retiring partners?

Yes

No

Does the firm have a formal and active effort to find other firms to buy or merge?

Yes

No

Do you understand how to begin a search for another firm?

New Business Development TARGETING Yes

No

Do you have enough referrals coming in?

Yes

No

Are you formally marketing to referral partners?

Yes

No

Are you calling into targeted prospects?

Yes

No

Does your firm hold seminars?

Yes

No

Has your firm held client discussion panels or roundtables?

Yes

No

Do you know how many clients you have in each industry group?

Yes

No

Do you have a marketing plan?

Provided as a courtesy by CPA Trendlines (www.cpatrendlines.com)

800.995.9186

New Business Development INDUSTRY NICHES

Do you have an active presence with:

Yes

No

Private Companies

Yes

No

Public Companies

Yes

No

Non-Profit Organizations

Yes

No

Government Agencies

Yes

No

Specialty group(s) (auto dealerships, biotech, distributors, etc.)

Yes

No

Are these industries listed on your website?

Yes

No

Do you have printed materials for these areas?

SERVICES NICHES

What services are in place:

Yes

No

Financial Statement Audits

Yes

No

Financial Statement Reviews

Yes

No

Employee Benefit Plan Audits

Yes

No

Internal Controls

Yes

No

Controllership

Yes

No

Valuations

Yes

No

Fraud/Forensics

Yes

No

Litigation Support

Yes

No

Financial Planning

Yes

No

Exit & Succession Planning

Yes

No

Estate Planning

Yes

No

Multi-state Taxes

Yes

No

International Taxes

Yes

No

Write-up Accounting Services

Yes

No