Marketing a CPA Practice Successfully Case Study: Luke Gheen| |
Below is an article that was just published by CPA Practice Advisor about a young CPA and how he has successfully grown his practice from scratch.
To give you some background on his journey, the accountant is Luke Gheen in Colorado Springs, CO. He approached us in the fourth quarter of 2010 and wanted to start his own CPA practice. At the time, he was working as a Controller and did not yet have his CPA certification. He attended the Build Your Firm Accounting Marketing Program in November 2010, then sat for the CPA exam during tax season, and enrolled in the Outsourced Marketing Program in the spring of 2011 and his progress has been impressive.
After 1.5 years into running his own practice, Luke is acquiring nearly $100k per year in new business, operating very efficiently, and remains very energized about his practice. The niche that he chose to start off year two was QuickBooks Accounting.
As part of Luke practice management strategy, he operates his practice in the cloud using Thomson Reuters SaaS service. During the summer of 2012, the forest fires nearly engulfed both his office and residence so he packed up and went on vacation. His tech savvy practice management strategy enables him to operate virtually in the event he ever needs to relocate, which was very close. The inferno came within 50 yards.
Check out Luke's story at CPA Practice Advisor.