Direct Marketing

This service allows you to get in front of both new , established and growing businesses each month.

New businesses are a good source of work as by definition new often means no accountant. We recognise that the fees are generally smaller and clients are more price sensitive, but lets not lose the foresight that from small acorns and they are a great source for referrels. We always look for the commercial awareness in the client – not where they are today but where they could be in the future.

It is a fact that established businesses are looking for a more proactive service and can often achieve this with the added advantage of lowering their overheads by going to a smaller, more caring accountant. They recognise that in the same way as a new business is looking for a competitively priced accountant, they too can often come away from a larger firm, still receive the same benefits (often more, as we know we all tend to work harder for new clients) and reduce their cost in the process. A win win situation for both you and the client.

We achieve direct marketing by:

Letter Marketing

Still one of the most successful ways of getting your message across to potential clients. We dispatch letters on a monthly basis. This has three definite advantages and will increase appointment opportunities:

Interested businesses will call you direct

Clients will hold onto the letter and call you back if circumstance change

Gives us a great reason to call them back.

Cold calling is unprofessional and soon forgotten with the recipient.

Email Marketing

We will design a professional email on your behalf to include direct links to your website and increase readers participation.

Examples can be found by clicking here.

You choose the type of business you want to target together with the postown area e.g. Training companies in Bristol or say all businesses in Bristol. If we don’t have the email address in our database we will search on your criteria, all part of the service.

Our software has full tracking capabilities. We know who has opened the email, whether they have visited your website and how often. This allows us a targeted approach when following up with a courtesy telephone call.

All email marketing is compliant to the SPAM act with automatic unsubscribe and bounce back facility. This ensures professionalism and peace of mind. A targeted monthly service with no contract ties.

Please feel free to contact us for further information on 01202 526582 or click here to make an enquiry.

Telemarketing for Accountants

You cannot rely on businesses responding to your letter alone. Some will call straight away, if they have a pressing issue. The vast majority of where the appointments are generated from are businesses that have put the letter in their intray with an idea of responding, often shredding it away once their intray is full. This is why we need to call them back.

Our professional team will call back and establish the issues and only book a quality appointment on a day to suit you if there is a good chance of winning the client. We understand that its not about the number of appointments, its about the number of wins and there is no point in an appointment for appointments sake – it is a waste of your valuable time.

We also appreciate that some clients are price sensitive – these are dealt with as a lead – you can call them for a further discussion to determine if you can help them and to assertain if it is worth your while taking it any further. In other words a safety net – your time is precious.

There is no hard sell with our telemarketing approach, in fact the ones that turn into clients are straightforward (as it should be). They were often going to call  anyway, but in fact never get round to it.

The team of 8 have been together for 5 years – the continuity that this brings allows us to deliver results to your practice as we have a clear understanding of clients accounting requirements – issues win great business – not price.

Our philosophy is simple “Find a real issue and then you will get the result”.

Our team understand this and continue to deliver month on month.

Please feel free to contact us for further information on 01202 526582 or click here to make an enquiry.

Training

Professional Sales Training for Accountants

Attracting new clients, keeping and building high net worth clients is vital for firms of accountants in today’s market.

Accountants have to work harder and smarter in a tough market place – you have to arm yourselves with as many professional techniques to be competitive and stay ahead of local firms.

At Accountancy Strategy we understand this. We have built 3 practices from scratch and continue to build practice 3 in these more trying times. We practice what we teach and are currently helping over 40 firms of accountants on a monthly basis with new business clients, by booking appointments and leads.

We offer 3 training sessions at our offices or yours

Training Course 1

Training your staff to make calls and book appointments.

Click here to course details

Training Course 2

The complete sales process from identifying great data, making the call through to the meeting and the signing up of a new client to your practice.

Click here to course details

Training Course 3

Dealing with larger businesses, high net worth individuals,
tax strategies and other areas of marketing.

Click here to course details

You will receive many ideas during each training session and once applied they will have an immediate impact on securing new business and retaining existing clients.

Every successful practice needs a marketing strategy that works – it can always be improved.

We will share with you our experiences over the last 10 years – ideas that work, providing you the upper-hand, allowing your firm to stand out and secure the new client to your portfolio.

Each course is on a one to one practice basis

Typical sessions are 5 hours

Tea, coffee and sandwiches are provided

Training sessions can be booked to suit you and your staff. Monday to Wednesday at your office, or Friday at our office. Please note you will need to provide a monitor or TV screen at your office for the presentation.

All of our courses count towards your CPD points

We are here to help – so please feel free to contact us direct and we will provide you with any further information you require and to book your training session.

And one more thing…………

As a client of Accountancy Strategy then we are happy to offer you course 2 and 3 free of charge.

Please feel free to contact us for further information on 01202 526582 or click here to make an enquiry.

We offer a straight forward and confidential service to accountancy practices throughout the UK; whether you are a sole practitioner working from home or a multi branch / multi partner firm. If you are looking to buy a block of fees or alternatively looking to sell through an exit strategy we will be able to help.

We can act on your behalf under our company name thereby ensuring confidentiality. We can put feelers out in either letter format or by email to ascertain any interest. We can then put forward any strong and realistic enquiries and help you in the process of driving your acquisition or disposal forward.

Please feel free to contact us for further information on 01202 526582 or click here to make an enquiry.