Write-up Accounting Services. Yes No. Payroll. Yes No. Are these listed on your website? Yes No. Do you have printed mat
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)
