Advanced Marketing Tips for Accountants & Bookkeepers

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Cristina Garza, founder of Accountingprose, Xero Gold Partner and Hubdoc Top 50 Cloud Accountant, knows a thing or two about building a consistent and recognizable brand. She joined us for a webinar to discuss advanced marketing tips for accountants and bookkeepers. Use this link to watch the webinar: https://hubs.ly/H08sQ6r0.

Pequenos negócios e empreendedorismo

Hosts:
Yoseph West 
Head of Marketing 
Hubdoc
Cristina Garza 
Founder 
Accountingprose

Avoid the urge of being  
who you think customers  
want you to be.

You do not need
an expensive designer
to get great design.

Your website is how you
speak to potential clients,  
and how they speak  
to you.

If you are just starting
out build your own!

What type of content does your
firm create?
Poll:

1. What
content do I
create?
2. How do I
distribute the
content?
3. How are
leads
captured?
3 foundational questions relating to
content marketing

Content should be
strategic, not ad hoc.

Technology to distribute 
and measure content
performance.

If you invest in creating
high value content,  
make sure to gate it  
and capture leads.

What social channels does your
firm use?
Poll:

Look for hashtags, groups
and threads that your
audience care about and
contribute to the
conversation.

But be sure to share  
content that is  
appropriate for each  
individual social channel.

Xero – Four Software Mistakes to Avoid
Denver, Colorado, August 30th, 2017
Mindbody: Bold Conference
San Diego, California, September 27-29, 2017
Xerocon
Austin, Texas, December 6th-7th, 2017
Cristina Garza | Event Schedule

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Advanced Marketing Tips for Accountants & Bookkeepers

2. Hosts: Yoseph West  Head of Marketing  Hubdoc Cristina Garza  Founder  Accountingprose

3. Agenda: • How to find and create a brand story that works for your firm • Best practices and tips for creating an awesome website • The role that online content plays in brand building • Leveraging social media to encourage engagement • The importance of attending industry events

4. STEP 1:   BRANDING

5. Poll: Has your firm built a recognizable and consistent brand?

6. How to find & create a brand strategy that works for you.

7. Be yourself. Your brand   is a reflection of your personality.

8. Avoid the urge of being   who you think customers   want you to be.

9. You do not need an expensive designer to get great design.

10. LOGO COLOR IMAGERY TYPOGRAPHY GRAPHICS

11. STEP 2:   WEBSITE

12. Does your firm have a website? Poll:

13. Your website is how you speak to potential clients,   and how they speak   to you.

14. STORY BRAND VALUE NICHE TECHNOLOGY

15. If you are just starting out build your own!

16. STEP 3:   CONTENT

17. What type of content does your firm create? Poll:

18. 1. What content do I create? 2. How do I distribute the content? 3. How are leads captured? 3 foundational questions relating to content marketing

19. BLOG PICTUREVIDEOWEBINAR PRINT

20. Content should be strategic, not ad hoc.

21. Leverage tools to create great content.

22. Technology to distribute  and measure content performance.

23. If you invest in creating high value content,   make sure to gate it   and capture leads.

24. STEP 4:   SOCIAL

25. What social channels does your firm use? Poll:

26. Social is a wonderful opportunity to showcase your brand and engage   with your audience.

27. Look for hashtags, groups and threads that your audience care about and contribute to the conversation.

28. But be sure to share   content that is   appropriate for each   individual social channel.

29. STEP 4:   EVENTS

30. Xero – Four Software Mistakes to Avoid Denver, Colorado, August 30th, 2017 Mindbody: Bold Conference San Diego, California, September 27-29, 2017 Xerocon Austin, Texas, December 6th-7th, 2017 Cristina Garza | Event Schedule

31. VIP Account for You One free Hubdoc account for Accountants & Bookkeepers Simply sign up at HTTPS://APP.HUBDOC.COM/ Once you love Hubdoc, begin adding your clients Supercharge your practice!

32. Q&A + Thank you!

Advanced Marketing Tips for Accountants & Bookkeepers

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