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Business Accountants Keeping In Front Of Clients and Prospects

Business Accountants Keeping In Front Of Clients

Gustavo A. Viera CPA, a Business Accountants and partner in a Miami Accounting Service says that hosting interesting events is the main way he keeps out in front of clients and prospects.

There’s nothing better than getting out of the office to, say, play a game of tennis with a client who has a passion for that, or to spend time meeting their friends and family at a culinary institute or baseball game. Our clients know we are looking out for their best interests on the financial front but what sets us apart is knowing how much we really care about them as people, not just a client account.

Viera, who’s been a Small Business Accountants, said they had a great response to a “ladies only” event they held at a local art facility. We called it ‘Wine and Design’. Everyone was given a canvas on an easel and, after a short painting lesson, invited to paint their own masterpiece. They each took home their painting and some great memories.”

You can be sure that when they hang that painting in their home or vacation cottage that visitors will ask about it and the client or guest they brought will remember the event and that their Business Accountants hosted.

BUSINESS ACCOUNTANTS THREE PRIMARY FUNNELS

There are really only three primary marketing methods that work for Business Accountants:

— Event Marketing

— Client and COI Referrals

— Public Relations

Filling each of the three funnels is a sure way to ensure you have enough qualified client inquiries come down the spout and, ultimately, become right-fit clients.

This week, we’ll talk about Event Marketing. In future weeks, we’ll talk about referrals and public relations.

THE FIRST FUNNEL TO FILL: EVENTS

Events can be a great way to help enhance relationships with current clients, position yourself in front of qualified prospects, and build important mutually beneficial relationships with Centers of Influence (COIs). In fact, I think it’s the most important funnel for you to fill. Filling your Events Funnel will inevitably lead to a spillover into your Referral Funnel and Public Relations Funnel. But, while it is true that nothing will ever replace the warmth of a handshake or the ability to build rapport in person, yesterday’s event marketing strategies may not work today.

There are three primary types of marketing events that work for Business Accountants:

— Affinity event

— Client appreciation event

— Public forum

At the end of this article, you will be invited to envision three different events and to pencil in the initial framework for a successful event. Take notes as you read from here on down – something I say may spark an idea for you and you’ll want to capture your insights as they occur to you.

BUSINESS ACCOUNTANTS THINK BEYOND THE NORM

Times have changed and people are tired of the same old thing. They want information from an authoritative source, presented in a fun and dynamic way – on their terms (e.g., live in person, live in a virtual setting or recorded and available 24/7 online).

Today’s consumers are not the “Pollyanna” type.  They’re more skeptical and better informed than ever before.  They don’t want to be told what to do.  They want a chance to interact and shape the discussion, to check you out ahead of time and to challenge the status quo.

The Internet has changed the playing field. Most people can get answers to financial and business accounting questions with a few clicks of their mouse. They can get insights and advice from colleagues, peers and other professionals through interactive social media sites such as LinkedIn, Eon, Twitter, Facebook and more.  With the advent of Web 2.0, people have instant access to professionally produced, dynamic multimedia presentations on websites, blogs, Scribd, SlideShare, Vipe, Vimeo and YouTube.

TOUCHING THE EMOTIONS

The days of inviting people to watch a simple lecture on the basics of business accounting are long gone.  Today’s clients want to be a part of the experience, and attention spans are not what they once were.

In fact, my speaking coach continues to drum beat this message for even traditional presentations that are content-rich: “People want information. But they also want to be entertained. Just like a band creates ‘sets’ of music that bring the audience up and down, happy and sad, reflective and engaged, so too do you want to craft your presentations. Make them a mix of fun and serious, direct delivery, interactivity, bouncy and staid, and you will ‘have them with you’ – and liking you – throughout the entire presentation.

We live in an age of rapid-burst transmission and instant information. However, people still value the personal touch; if you create something unique and compelling, people will not only take notice and participate themselves. they’ll tell others about you and your unique, compelling approach.

ANSWERING THE ESSENTIAL QUESTIONS

So, how do you make your events original and distinctive, but still keep them manageable, scalable and repeatable? It’s always good to start with some basic questions:

Why, Who, What, Where, When and How.

In my next installment, we’ll drill down into these essential questions and you’ll be invited to envision three perfect events to keep your name top of mind with right-fit prospects and current clients.

About 

Gustavo A Viera is the managing partner of Gustavo A Viera, PA. His experience spans more than 25 years. He started his career in public accounting at PriceWaterHouseCoopers where reached the level senior audit manager. His Fortune 500 experience includes positions as CFO – Latin America Region for both Hewlett Packard and Telefonica of Spain. Gustavo also writes a blog twice a week that addresses trending accounting and tax issues. He is an SBA Advisor and teaches workshops for aspiring entrepreneurs. His offices are located in Palmetto Bay, Coral Gables and Brickell Avenue in Miami FL, and is admitted to practice in the State of Florida as a licensed Certified Public Accountant. Gus welcomes questions and he can be reached at Gustavo A Viera PA 15715 S Dixie Hwy. Ste 409, Miami Fl. 33157, 2332 Galiano Street, 2nd Floor, Coral Gables, Fl 33134 or 1111 Brickell Avenue11th Floor Miami, FL 33131 Telephone 786-250-4450.

About the Author

Gustavo VieraGustavo A Viera is the managing partner of Gustavo A Viera, PA. His experience spans more than 25 years. He started his career in public accounting at PriceWaterHouseCoopers where reached the level senior audit manager. His Fortune 500 experience includes positions as CFO - Latin America Region for both Hewlett Packard and Telefonica of Spain. Gustavo also writes a blog twice a week that addresses trending accounting and tax issues. He is an SBA Advisor and teaches workshops for aspiring entrepreneurs. His offices are located in Palmetto Bay, Coral Gables and Brickell Avenue in Miami FL, and is admitted to practice in the State of Florida as a licensed Certified Public Accountant. Gus welcomes questions and he can be reached at Gustavo A Viera PA 15715 S Dixie Hwy. Ste 409, Miami Fl. 33157, 2332 Galiano Street, 2nd Floor, Coral Gables, Fl 33134 or 1111 Brickell Avenue11th Floor Miami, FL 33131 Telephone 786-250-4450.View all posts by Gustavo Viera →

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