What are the first essential marketing steps an accounting firm should take? ??
Uku - Accounting Practice Management Software
We help accounting practices manage their clients, team & billing.
Hello dear reader
October was the month we had to set back our clocks. I hope it went easy for you.
Marketing is an entirely different industry than accounting, yet it’s the most important way clients find you. But how can you make yourself visible without spending a ton of money? I've got some tips for you.
I also have a question: When did you last recommend a product or service to a friend?
Many have discovered Uku through the thoughtful recommendations of friends, acquaintances, or colleagues. We've decided it's time to show our appreciation.
In this newsletter, I'm excited to introduce our new referral program, designed to recognize and reward your contributions to our community.
?? WEBINAR: Monthly live Uku demo
Last month, we tried a new type of webinar for the first time: a live Uku demo. Many people were very interested in the concept of seeing the freshest version of Uku, so we decided to continue the demos monthly.
Among the participants were those who had not heard of Uku, but those who already used Uku and wanted to see Uku through the eyes of an expert.
The next Uku live demo will occur on November 20 at 3:30 p.m. (UTC)
?? NEW IN UKU: Recommend Uku to a friend, and you both get a gift
Have you spotted the new heart-shaped menu button in Uku? It's not just a pretty addition. It's your gateway to our brand-new 'Recommend a friend' program, designed to make recommending Uku as easy as possible for you.
The best recommendation is a hint from a friend because we trust their opinion. If you've ever felt that Uku could also help someone you know, an accountant or someone else, now it is easier than ever.
The benefits are also two-sided:
1) You get a gift card for every friend who starts using Uku.
2) Your friend will receive free Uku for a month and free training for the entire team.
? UPDATES: Documents are always visible
Have you ever spent more than a minute looking for a missing attachment in a task
That's all in the past now. A new "Documents" button appeared on the client's profile, under which you can find all the files that have ever been added to this client's tasks.
You can also find updates in the client portal, create a signature for an e-mail in two different sizes, when changing a task plan, see which tasks already existed and which ones were added, and many other exciting things.
?? ARTICLE: 8 first steps in marketing for accounting firms
Marketing is an entirely different industry than accounting, yet it’s the most important way clients find you. It usually starts with defining who your customers are, creating a strategy, determining budgets and so on. All this is too much for an accountant wanting to get things done.
I’ll teach you the basics of marketing that accountants can easily do. You can start strategizing and taking other higher-level marketing steps if these steps are done.
Best wishes
Your Uku