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Must attend - This is my third Masterclass and I am still reaping the benefits of what little I implemented in the first time in November 2010. Please join us -..

~Harvee Pene

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Cross-selling additional services: Are Accountants “#%*%ed up” about selling?

I’ve had some very interesting conversations with accounting and financial planning practitioners this week.   READ FULL ARTICLE


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Ask your questions below for upcoming 'Clientshare Academy Live Q&A' marketing webinars

As a member of The Clientshare™ Academy you can log in to a live online Q&A session on the first and third Wednesday of each month***, where you can have your questions answered about any aspect of marketing and growing your accounting or advisory firm READ FULL ARTICLE


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The Myth of Differentiation in Marketing an Accounting Firm - Why It's A Pipe Dream

Many marketers will try to tell you that a core part of your firm's marketing strategy is differentiation.

In my view differentiation is nothing but a pipe dream.

When most marketing consultants and business owners talk about differentiation they are really talking about claims that fall into one of The Three B’s:  READ FULL ARTICLE


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Cloud Computing for Accountants: What do you love, loathe, fear or doubt? Enter your comments below.

We know many accounting firms who are embracing cloud computing, both in their firm and in advising clients. On the other hand, we also know many firms who have their fears and doubts about aspects of cloud computing. And in between, plenty of firms are putting a toe in the water by using some cloud apps, whilst keeping their core practice management, tax and workflow software server and desktop based.

Which way should your firm go? And why?

We have our Beerstorming series fast approaching in September. (Book here for Sydney, here for Melbourne, here for Brisbane if you haven't already.)

To help our stellar line up of panelists prepare, enter in the Comments section below your questions and comments, whether you are pro-cloud, anti-cloud or neutral, tell us what you like, what you dislike, what concerns you, what you're still wondering about regarding the benefits or side-effects of using the cloud.

In other words, let rip.
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Marketing for Accountants: 3 Strategies for Making It Happen ... 'Plug in' to a Switched-On Community! (Part 3 of Article)

In Part 1 of this article series we explored how, in marketing for accountants, you can use deadlines to help make your firm's marketing happen. In Part 2 of the series we looked at the importance of structure in your educational process, as you learn how to market your firm properly.
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Marketing Tip in 60 Seconds: Use an Email Marketing System

When you send your client newsletter via email, don’t simply send it as a PDF attachment to the email, but instead use a proper email marketing system such as MailChimp.com.    READ FULL ARTICLE


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