High Performance Marketing for CPA’s

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  • Need more clients?

  • Concerned about your marketing efforts?

  • Looking for solutions?

  • Is Social Media a mystery?

  • Looking for help to market your practice?

Marketing your CPA firm or accounting practice is never an easy task. Ever-changing technologies and time-consuming processes can make marketing a full time job.

And come on, we know you don’t need ANOTHER full-time job.

So I made it my mission to give you what you really need.  Real marketing & sales help – without the fluff.   What we do is help you with what’s important for you and we know you have NO TIME to do yourself.

2 Excel Now provides you years of marketing experience both on-line and off-line; to give you more client leads, better conversion and time to concentrate on your current clients.

We will show you how to manage & set up quick systems that helps you create more client leads and improved conversion. Our step-by-step marketing process will only take 1 – 2 hours a week of your time and your client leads and conversions will improve dramatically.

Our High Performance Marketing Program

3-month or 6-month programs are ideal for the clients who are looking for immediate improvement in the fundamental marketing of their business.

High Performance Marketing 6-Month Program Outline

  • Strategic Assessment – 2 -Half-Day in-person Strategy and Execution Planning Session w/stakeholders
  • Increase your on-line presence and search ability
  • Increase your off-line marketing presence.
  • Develop Education based Lead Generation Strategies to increase client engagement
  • Develop on-line and off-line marketing plan for existing list (current and former clients)
  • Research current organizations and determine if we need to add, delete, or update information
  • Explore specific networking opportunities to build awareness for the know, like, & trust factor with your ideal clients
  • Provide a workable on going weekly action plan for both on-line and off-line activities
  • Four 60 to 90 minute scheduled call sessions or in-person visits per month for 6 months
  • Unlimited e-mail & phone access for quick questions or need for additional information

  High Performance Marketing 3-Month Program Outline

  • Strategic Assessment – Half-Day in-person Strategy and Execution Planning Session w/ stakeholders
  • Increase your on-line presence and search ability
  • Increase your off-line marketing presence.
  • Develop on-line and off-line marketing plan for existing list (current and former clients)
  • Provide a workable on going weekly action plan for both on-line and off-line activities
  • Four 60 minute scheduled call sessions or in-person visits per month for 6 months
  • Unlimited e-mail & phone access for quick questions or need for additional information

In addition we also have a complete Do it for you service that manages your marketing efforts on an on-going basis.

Other programs you may use.

Take a look at my other program, the Consulting Program, for more that fits your needs. If you are uncertain which program might fit you, contact me for a free Business Strategy Session.

And request for my FREE CD, What’s In Your Head? 7 Secrets to Retail Business Success.