Marketing Plan

You Own The Software...

Now put Up Your Cash Flow to work for YOU!

The goal of any business is to attract new business and make more money.

The big question is... "HOW?"

• How do I get started?
• How do I develop a plan?
• How do I present my services?
• How do I...

Author, speaker, publisher and developer of Up Your Cash Flow software Harvey A. Goldstein, CPA has over the course of his career, through trial and error, developed and taught successful marketing strategies.

Learn the techniques that helped Harvey grow his firm from a cramped, 5-person office into a multi-million dollar, multi-office, 250+ employee, Certified Public Accounting and Management Consulting Firm.

He’s been interviewed by the networks, appointed by President Reagan to a national committee, conducted countless seminars, and...Harvey wants to share his secrets to success with you.

Not only the marketing secrets he’s developed but
the NUMBER ONE SECRET that you too can employ.

Topics covered:

Expand client base through cash flow and profit management:

• Target market
• Establishing goals
• Marketing tactics
• Builds a proper database
• Develop attendance for workshops
• Develop a referral network
• Marketing through tradegroups
• Personalized target marketing program
• Working with banks
• Follow-up solicitation
• Marketing team
• Advance marketing activities
• Form letters galore
• Follow-up telemarketing scripts
• Solicitation forms

The secret - How to turn attendees into prospects:

• Details for doing work shops
• Get business from:
• Current clients
• Business that are happy with current accountants
• Business people who are unhappy

ProfitWise® Cash Flow and Profit Management Program:

• Action plan
• Group meetings
• Questions for interviews covering a multitude of subjects

Cash Flow Training Program:

How to prepare a profit and cash flow plan

PLUS!  For an additional $200, you'll get a CD packed with All the PowerPoint Presentations you'll need:

• Improving A/R collection
• Inventory management
• Understanding financial statements
• Marketing
• And more...

And you'll get several marketing communications templates in Word format so you can edit them to your liking.

Contact us at 1-800-873-7789 for more information and to order!