Financial well-being is what business owners want in their life. The degree to which an accounting professional evokes genuine trust that it is possible determines the success of sales.

Accountancy Marketing Newsletter

CPA Marketing Tips - Premiere Online Practice Management Guide for Accounting Professionals
CPA Marketing Newsletter: Financial well-being - Client's viewpoint

Modern Accountancy Marketing & Sales Course

CPA - Accounting Firm Marketing Newsletter:
Financial well-being - Client's viewpoint

In this issue we'll take a look at one of the main points of that which clients perceive as valuable in terms of help from their accounting professional, namely the subject of "financial well-being" for the client.

Self-evident as it may seem, this subject is so confusing to most business owners that you'll benefit from having tools for brining some order to their puzzlement on this aspect of running a business.


CPA Marketing: Give hope and help... and you'll sign on a new client

Financial well-being is the number one goal for all business owners.

However, before you can get them that far, you will need to create HOPE for future well-being for your prospective clients.

It's no good just claiming you'll turn it all around in no time.

They've heard it all before or, to be more precise, they've HOPED so many times that someone would perform miracles for them so by now they "KNOW" it can't be done.

Obviously financial well-being is a gradual path from confusion to full control on the income-outgo side of running a business.

Just as obviously the first step on that route is monitoring the various aspects of their finances so they KNOW (and SEE) what's happening... and can influence the outcome then and there.

And that's something fully covered in the Monthly Financial Consulting Service that's part and parcel of our Modern
Accountancy Marketing & Sales Course, the definitive user's manual for any accountancy practice.

All right, but let's get back to the basic question here:

What or how do business owners SEE or VIEW this thing called
"financial well-being?"

Well, clients basically evaluate the success of their business based on two aspects.

These are...

- the VIABILITY of the business activity, and,

- their own SENSE OF CONTROL over its development.


Note that I'm speaking solely from the viewpoint of what business owners feel about it, not the factual or objective technological side of finances.

They make their decisions based on FEELINGS much more than you, in other words.

For your prospective client, "viability" means the degree to which he FEELS he is increasing his survival potential through the activity and the passage of time.

Many things are included into this factor, such as how many customers your client has now (and acquires on monthly basis) and whether his sales are geared to create continuous income from each of them as opposed to receiving income on one-off basis from each customer.

From this we can deduct a startling fact:

The degree to which YOU can give him HOPE on being able to achieve viability is the exact factor governing how successfully you can sign on new clients to your services.

Business owners instinctively know that their business activity will never remain on level.

It is always moving either upwards or downwards.

Thus, if the business owner's income has remained more or less the same for several years he will feel himself headed downward, regardless of what his accountant or bank manager tells him.

After all, the income does not meet his own expectations and competitors will take over his market. He knows that inflation means his income is actually diminishing year to year.

The second point (control) is again explained solely from the business owner's viewpoint.

CONTROL over one's business activity is basically the degree to which he SEES any dangers and positive trends at the time these emerge (or as close to their emergence as possible) and CAN INFLUENCE the situation and DO something effective to change it for the better.

For this he needs to KNOW what's happening — and know it soon after each month's end — and receive some HELP from his accountant in what to DO to handle emerging dangers quickly or utilise the window of opportunity produced by upward trends in his business activity.

While this is easily arranged and the consulting could be called almost crudely elementary, the positive effect produced by this sense of "being in control" for the client is nothing short of miraculous.

And that's exactly how the Monthly Financial Consulting Service works, as proven by so many of your colleagues already.

Providing such a service will not only increase your clients' viability and control over their business activity but also do the same for yours!

Please contact me if you want more information, and keep up the good work.

Best wishes,

Harry Kafka
HDK Consultants U.S.A. Inc.
PMB 211, 411 Cleveland
Clearwater, FL 33755
Phone (727) 474 1206
Calls from outside USA: +1 727 474 1206

Practice Management Articles

CPA Firm Recession Practice Management Strategies!MAKING A DIFFERENCE: How to utilize your true potential to expand practice beyond its natural, slow-paced growth?

Inside, you KNOW there should be more clients and more profits. You can FEEL that your potential is far greater than what you seem to be able to put out with... and you're RIGHT.

But are you looking the wrong way for a solution? What if it isn't YOUR capabilities stopping the expansion... but lack of step-by-step system which is based on PRACTICAL EXPERIENCE of successful colleagues?

At the end of the day, we all need the ROUTE to easier expansion, better profits and more appreciative clients before we can use our true power to travel toward the goal.

CLICK HERE to read how you can acquire the tested route to increase your clientele and profits without risks or discomfort...

Cost of Prospective
Accounting Clients
How much does one prospective Accountancy client or referral cost?

Is it impossible to find prospects for CPA services in a profitable or even affordable way?

If so, what causes the barriers? Is there no way you can find prospects and referrals at an affordable cost and adequate numbers?

CLICK HERE to read about smaller CPA and Accounting firms that have indeed found a way to find new prospective clients and referrals with ROI.

Pricing & Billing CPA Services at valueAre you selling CPA hours or values perceived and gained by the client?

Pricing your service at hourly rates - or at the value they represent to clients?

How can you CREATE that value in the minds of your current and future clients? Its not all that hard to create added-value Accounting services to achieve this.

CLICK HERE to see how some CPAs and Accountants have increased their profits while getting MORE year-round clients.

Year-Round Clients for your CPA Practice?

Divide your CPA Tax Season workload more evenly along the year - with more per-client revenue!If you don't actually LIKE the Tax Season frenzy, you might want to divide your work more evenly along the calendar year. Extensions is one way - but here's a new way that will also increase your per-client revenue and profit AND lessen the Tax Season workload.

CLICK HERE to read about this new way many CPAs are already using - you can implement it within DAYS...

CPA selling comfortably - you're joking, right?

Selling Accounting services is a paradoxal undertaking... Selling your own ability - yourself, in essence - is often not too pleasant. Using superlatives and sales antcis about oneself can get embarrassing for a CPA.

It's a paradox - if you tell the client how great you are, he might get turned off... but if you don't, he just won't know.

Selling should be easier... and above all, more comfortable!

CLICK HERE to see how other Accounting Professionals have solved this problem the simple and easy way.

Accountant beating top salesmen at their own game two to one?

Selling your CPA or Accounting Practice? Why not first increase the value of it...Not many accountants would instantly consider themselves top guns in sales. But that's only because they haven't discovered their true POWER using the accountant-tailored sales methods... which, amazingly, don't appear to sell at all but yet obtain a huge number of new clients!

Don't take my word for it...

CLICK HERE to read how you could oversell all but the absolute TOP sales experts by using an accountant- tailored new technique...

Advertising & Marketing of Accounting services — a Before you spend another cent in advertising Accounting Services - read this.waste of effort and money?

Well, admittedly it often is. Why is it so difficult to get RESULTS from advertising or marketing campaigns? What's the catch?

CLICK HERE before you invest another cent to advertising - this is something you need to know BEFORE you pay!

The leading Marketing & Sales System for Accounting Professionals

Modern Accountancy Marketing & Sales Course

Want to turn the trend on the economic downturn for your clients and your CPA / Accounting practice?

Then have a look at this:

Accounting Professional's Recession Survival Strategy Guide

Articles on Practice Management & Marketing


What makes finding prospects for accounting services so difficult
and how top CPAs have solved this?

Why offers of accounting services do not interest businesses and what you should offer instead?

The Four Decisions of Prospects: How you control decisions and handle the most usual objections in selling accounting services

How to get an unfair advantage over other practices when prospecting in your area?

How you can find a constant flow of qualified prospects without cold-calling?

Starter Product Strategy: How to quadruple the number of new prospective clients while actually making a PROFIT out of your marketing?


The two factors which make selling your own accounting services so difficult...and how to overcome these barriers

How an Accounting Professional can outsell all but the absolute top sales experts by a ratio of 2 to 1?

A discreet, effective way for a CPA to sell accounting services without ever having to become a salesman

How prospects form their opinion about your professional skills - learn how to instill a high image of yourself with every single prospective client!

Which are the effective elements in a CPA service presentation and sales system - which parts are essential if you want RESULTS with certainty?
CLICK HERE for CPA Marketingtips Newsletter back issues!




The Profit Catch 22 of CPA firms and how you solve it & get BOTH time and money to spend?

Practice Management - The missing ingredient in making goals become actuality: What your CPA Practice could REALLY do for you?

Avoiding Accounting Service Advertizing Mistakes: What you should absolutely know before you pay another dime for advertizing?

Writing Killer Copy: Creating a high-interest CPA service advertising message that elicits response

Would you like to exchange LINKS with our web sites?
CLICK HERE to leave your link suggestion to us!

HDK Consultants USA Inc.
HDK Consultants U.S.A. Inc.
PMB 211
411 Cleveland
FL 33755
Phone (727) 474 1206
Calls from outside USA:
+1 727 474 1206

About us & History of the Project

Privacy, Legal, Copyright

Terms of subscription for Modern Accountancy Marketing Course

Click here for Accounting Industry Links & Resources