Posted on: December 02, 2009 Accounting marketing, CPA Firm Marketing, Marketing, Sales and Marketing

Last month, we talked about time management techniques and I shared with you a couple of my time management techniques. Let me share with you one more:

3) Manage your time in blocks.  In other words, cluster your client appointments. Many CPAs make the mistake of scheduling their appointments whenever the client is available, as opposed to thinking about when it would be BEST to schedule their appointments for efficiency and time off.

What I do for myself is to identify the things that are important that I accomplish and those are blocked on my calendar.

Let me give you a few examples:

  • If I have my quarterly meetings with my business clients, those are first blocked off, back to back.
  • Any client projects that I am working on get blocked off.
  • Staff meetings get blocked off.
  • Time assigned to marketing and meeting with prospects gets blocked off.

Try that and you’ll probably find, like me, that there is little time or space left free.  That leads to the conclusion that we have to conserve time that is normally wasted, which is why I believe firmly in this next practice.

Each of my projects and activities has an amount of time assigned to it. So, for example, for my staff meetings I will assign 20 minutes and I want to be done by then…that means we have to be efficient and to the point.

Allocating time towards marketing your accounting services is one of your most important responsibilities. If you follow the regimen I have prescribed in this blog post and the prior one, you will find yourself with several hours you previously didn’t think you had. This is time you can now allot towards marketing your CPA firm.

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