CPA FirmMarketingReadiness Assessment

ThinkVisionary.com

CPA FirmMarketingReadiness Assessment

ThinkVisionary.com

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

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?

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

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.

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.

800.995.9186

ThinkVisionary.com

How many “No’s” will you circle?

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

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 Payroll

Yes No Are these listed on your website?

Yes No Do you have printed materials for these areas?

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?

ThinkVisionary.com

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

SURVEYS

Image/Brand & Awareness LITERATURE & WEBSITES

Yes No Does the firm conduct an annual staff survey?

Yes No Do you think staff will be truthful if the survey is being read by a firm member?

Yes No Is a client survey done annually?

Yes No Do you conduct a brief client satisfaction survey after each material engagement?

Yes No Have you ever surveyed referral partners to see how you can better support their needs?

MEDIA & COMMUNICATIONS

Yes No Does your firm send a printed and/or electronic newsletter?

Yes No Has the firm been published in the last year?

Yes No Do you have a list of associations you want to be involved in?

Yes No Does the firm have a list of local media outlets?

Does your firm send email blasts to:

Yes No Employee Benefit Plan Audit Filers

Yes No SEC / Public Companies

Yes No Single Audit Filers

Yes No Non-Profit Organizations

Yes No Lawyers

Yes No Bankers

ThinkVisionary.com

Yes No Does your firm have a printed brochure?

Yes No Do you have any specialty brochures?

Yes No Have they been updated in the last two years?

Yes No Does your firm have a website that has been updated in the last 6 months?

Yes No Are all partner biographies on the website?

Yes No Do you have any specialty websites?

Yes No Do all partners have Linked-in partner profiles?

Yes No Does the firm have a Facebook page?

800.995.9186How many “No’s” did you circle?Provided as a courtesy by CPA Trendlines (www.cpatrendlines.com)