Select Advisors works with attorneys and CPA’s at small and large firms, helping them get their message and story out in a high-end, discerning method to their target audience.

Our work includes everything from public relations, to conference speaking engagements, website design to search engine optimization. Furthermore, we provide consultative sales coaching and training to teams looking to expand their networking and referral generation methodology.

Services we provide attorneys and CPA’s include:

A case study on Accounting Marketing

Our firm was engaged by one of the top Accounting Firms in the nation, Perelson Weiner, to help the firm develop a new brand and website. Through several hours of studying the entire team and interviewing key members of the firm, we were able to put together a framework on what will distinguish their brand.

Key areas we assisted in:

• Interview by Amy Parvaneh of top clients and centers of influence to do a survey on what made the firm unique

• Selection of the key design and website direction

• Research on best practices and SWOT analysis on the firm’s marketing and design

• Meeting and interviewing two dozen employees to understand what they expected from their brand, and what they believed set their firm apart

• Photography and image direction

To read our views on Attorney and CPA Marketing Strategies, please read below some insight:

1. Introverted but want to grow your practice, as seen in AccountingToday

2. Attorneys and CPA’s, do you have a marketing business plan?

3. How can you maintain a feel-good mindset, despite a tough case you are working on or a demanding schedule? After all, your positive mindset can impact your growth

4. Marketing and branding strategies for attorneys and CPA’s

Contact us to learn about our:

• Fractional CMO services for Law Firms

• Law Firm outsourced CMO

• Marketing coach for lawyers

• Law firm marketing strategies

• Law firm marketing

• Law firm websites

• Websites for law firms

• Social media for law firms

Harnessing the Power of Business Coaching for Accounting Firms
For accounting firms looking to achieve sustainable growth, working with a business coach can be a game-changer. A business coach helps identify areas of improvement in leadership, client management, and operational efficiency, providing strategies that drive profitability and streamline day-to-day operations. By offering tailored advice on enhancing team performance, increasing revenue streams, and improving client acquisition and retention, a business coach becomes an invaluable asset. With the right guidance, accounting firms can develop robust systems that lead to long-term success while optimizing resources and reducing operational bottlenecks.

The Impact of Business Coaching on Revenue and Client Relationships
Incorporating business coaching into your accounting firm’s growth strategy can significantly enhance both revenue and client relationships. A business coach works closely with firm leaders to refine their business model, optimize marketing efforts, and cultivate stronger client relationships. By focusing on high-impact strategies such as personalized client service, upselling, and better understanding of client needs, firms can see improved client satisfaction and loyalty. Furthermore, business coaching helps streamline internal processes, making firms more agile and capable of handling increased business without sacrificing quality. This holistic approach leads to both immediate results and sustainable growth.

To maximize your accounting firm’s growth, implementing strong referral strategies is essential. A well-designed referral program can help you tap into your existing client base, turning satisfied clients into powerful advocates. By focusing on relationship-building and trust, accounting firms can encourage referrals that bring in clients who are more likely to stay long-term. This is especially true when referrals come from your best clients, as they not only know your value but also can speak to the quality of service you provide. In addition to asking for referrals when clients are happy, consider developing strategic partnerships with other professionals such as financial advisors or attorneys. This can lead to a steady stream of high-quality referrals that benefit both parties.

Another key to building a referral-friendly culture is staying top of mind with your clients. Regular check-ins, newsletters, and relevant advice help remind your clients of your expertise and keep them engaged. It’s also important to create easy and streamlined referral processes, such as personalized referral requests or incentives for successful referrals. When you make it simple for clients to refer you to others, the chances of them doing so increase significantly. With consistent effort and a focus on delivering exceptional service, your referral strategies will build a strong network that drives sustainable growth for your accounting firm.