Free Site Registration

Brought to you by:
More Accounting Tomorrow Posts

It’s all about implementation

By Art Kuesel
June 18, 2012

Who buys a cookbook and never makes any of its recipes? The same person who goes to a conference and loads up on great ideas and never implements them.

As I sat through many great sessions at the 2012 AICPA PCPS TECH AAM Conference, I got excited about the potential that could come from implementing all the terrific marketing ideas, strategies and tactics being presented. I also think to myself that while these really are good ideas, I cannot possibly envision a situation where I would have the time, resources, or ability to implement more than just a few initiatives successfully. 

It reminds me of all the great cookbooks I have—from Bouchon, Nordstrom Flavors, Balthazar to even The Mafia Cookbook. Some I have bought and then never made a single recipe. What a waste! Not to mention, a storage problem in my Chicago townhome. I see the parallel with getting excited about a conference, attending, and then coming back home and doing absolutely nothing with all the great information you’ve just learned.

When it comes to embarking on a new marketing strategy, idea or tactic, the implementation is where all the magic happens. But for partners, managers and firms new to marketing, it can be hard to grasp the scope of commitment required to be successful in implementing a new marketing program.

So, here are three ways you can increase your chances of successful implementation:

1)      If you want to dig in and do it yourself, here are a few tips:

    a.    Create a marketing team or committee around the initiative, share the workload, and meet frequently to discuss progress and obstacles to success.
    b.    Align the initiative actions with something that you do every day, such as your timesheet. Make it so that you cannot submit your time until you do something to move the initiative forward.
    c.    Don’t bite off more than you can chew. Start small and get some successes under your belt before you add another initiative to your list.

      2)      If you think you need more direction, insight and perspective before you get started:

        a.    Read up on the topic, contact firms that have been successful at the task, and seek advice from your association/network member firms.
        b.    Have an open mind when considering external assistance – sometimes you may think you need a banana when an apple is really what will solve your problem.
        c.    Consider someone with industry experience – someone who can speak your “language” and understand the dynamics of a CPA firm can be the difference between success and failure.

          3)      If you think you are ready to add a part-time or full-time marketing person to help you with implementation:

            a.    Start by identifying what you want/need done. Create goals and objectives for the role. Set this person up for success by clearly defining the position, responsibilities and goals.
            b.    Hire someone with experience in professional services marketing. There are many nuances to our industry and someone with that background can help you hit the ground running.
            c.    Consider the assistance of a professional recruiter to help you find the right person or help you with the interview process. The questions you need to ask a potential marketing person at your firm are not the same as the ones you ask a potential staff accountant.

              Coming home from a conference loaded up with great ideas is one thing. Finding a way to successfully implement them is another. Before you get too excited and dig in, take a moment and step back to ensure you can and will be successful with implementation long-term. Now, if you’ll excuse me, I have a recipe to make.

              Art Kuesel, director of practice growth and marketing consulting services for Koltin Consulting Group, helps CPA firms across the country hone and maximize their growth plans, build effective marketing and sales efforts, coach partners and managers to greater success and add revenue to the top line. Koltin Consulting serves CPA, law and financial advisory firms with strategic growth, M&A services, executive recruiting and management consulting services. Art can be reached at 312-662-6010 or


              Be the first to comment on this post using the section below.

              Add Your Comments...

              Already Registered?

              If you have already registered to Accounting Tomorrow, please use the form below to login. When completed you will immeditely be directed to post a comment.

              Forgot your password?

              Not Registered?

              You must be registered to post a comment. Click here to register.

              Follow Accounting Today


              Lessons in M&A: Client and Staff Retention

              April 14, 2014

              Transition Advisors president Joel Sinkin talks about what firms should do after a merger to retain their clients and staff members.

              Are You Missing These Growth Opportunities?

              April 2, 2014

              Gale Crosley of Crosley + Company discusses the practice areas and international opportunities that firms often overlook in trying to grow.


              SLIDE SHOW

              Dumbest Employee Excuses for Being Late

              March 31, 2014

              Running a little late could have big repercussions, especially at a firm in the midst of busy season. From escaped zebras to must-see TV, employers told CareerBuilder some of the most memorable excuses they've heard from tardy employees.

              Common Taxpayer Misconceptions

              March 19, 2014

              The NAEA’s collection of ridiculous things tax clients believe.

              The 10 Fastest-Growing Firms in the U.S.

              March 10, 2014

              The firms with the highest 2013 revenue growth in our Top 100 Firms/Regional Leaders list.

              Top 10 Tech Trends for 2014

              March 3, 2014

              As companies gain more affordable access to new technology and platforms, they also seek to make smarter investments.

              Strangest Tax Deductions

              January 31, 2014

              The Minnesota Society of CPAs recently conducted its annual survey about the most strange and unusual tax deductions proposed by clients.