BLOG: What's the big picture for your accounting practice?

The accountants we speak with tend to fall into two camps - those with an established practice, looking to refresh their brand and develop messaging around cloud technologies; and those starting off for themselves, who need to generate leads for their business.

BLOG: What's the big picture for your accounting practice?

Forrest Cavale

 Both camps need to consider the big picture, including asking questions like:

  • who and where do I want to be in three years time?

  • what decisions need to be made to position the business for the future?

  • what resources are required to take action now?

Be strategic and consider the convergence of market factors, technology trends, and productivity improvements that are available to you at this time. There are significant opportunities for your business whichever camp you fall into.


Established practice

Relationships are the key in an established practice, and no doubt your referral network is strongly entrenched. It’s also easy to continue along a well-trodden path. However, cloud technologies have been a game changer and virtually all your clients now carry a smartphone around. Are you the best you can be? It’s time to talk tech and get a jump on your competitors.

  • Online presence - make sure you have a professional and modern mobile-friendly website to showcase your brand and USP.

  • Business advisory services? Eat your own dogfood and be able to advise on website integrations and software supporting business productivity improvements.

  • Thought leadership - share your experience through regular Blog posts and events, and harness the power of social media to expand your referral networks.

Starting out

If you’re struggling to define your brand, it doesn’t need to be perfect from the start. Think ‘Lean’ and apply a ‘test and measure’ approach. You do need an online presence, and as quickly as possible. People need to be able to contact and find you.

  • Lead generation is a priority - make your your website has defined ‘call-to-actions’ on the Homepage (such as an e-book download) for capturing email addresses and building your database.

  • Choose a website that grows with you; make sure you have easy access to edit your content so you can refine your messaging and expand your offerings.

  • Content marketing strategy - this is essential! Leverage social media, write a regular Blog post, run a monthly webinar, and as you build your database reach out with a regular eNewsletter.

If you'd like to discuss your options we'd love to hear from you. Contact us and take action today!   

Michelle Polglase PracticePlus

As General Manager for PracticePlus, Michelle is inspired by innovation and on a mission to provide the best website solutions for accountants and bookkeepers globally.