New Name, New Division, Same SBS

“Change is inevitable. Growth is optional.” – John Maxwell

If there’s one thing I’ve learned in my 13-year journey as an entrepreneur and small business owner at SBS Accountants & Advisors, it’s that change is happening all around us, and how we deal with that change determines if we will grow and prosper, or remain stagnant and suffer.

If you’ve been following our newsletter or social media (thank you!), you know about two big changes we recently made. First, after 13 years, we changed our name to SBS Accountants & Advisors, and then we recently unveiled our new advisory services division.

Before I get into what these changes are all about, I must first say that we will never forget our roots, yet we will use the past to shape the present and the future.

Without your gracious support and trust in us over the years, there would be no SBS today. We are committed now more than ever to the core principles that guided us as a company over these last 13 years. That means – first and foremost – delivering you powerful solutions to your everyday needs, and making sure you are living the happy and healthy lives you deserve.

Here’s a little more information about our changes and where we see SBS going into the future.

What’s in a Name?

Change can be scary for all of us, and going through a name change was definitely a big undertaking. But, we felt it had to be done.

After some self-reflection and input from others, we chose SBS Accounting & Advisors. “SBS” is our connection with the past, “Accounting” is the first way we help clients in their journey toward business transformation, and “Advisors” is our latest offering, as the second and final way we help clients experience business transformation.

We feel this name brings all of our best offerings to the forefront to better reflect who we are and what we’re all about.

Our New Advisory Services Division

One thing we are so excited about is our new advisory services division! It’s designed to continue to build our role as your trusted advisor by delivering deeper financial analytics and next-level plans to transform your business and bring you powerful long-term growth.

With advisory services such as cash flow management, SBS will implement key solutions and strategies for business growth, and be with you every step of the way. We are very excited to unveil more advisory services enhancements as we go so that you will continue to soar into the future.

A Big Thanks to You

During our changes, many of you noticed our blogs and videos across social media, and even liked our page and shared our story. For that, we want to say a big thank you!

Your unwavering support throughout our journey has uplifted my staff and I so much, and inspired us to take this leap of faith and go through with these big changes. So, to see how much you’ve kept up with our recent developments and participated in our social media efforts has truly humbled me.

If you have any questions about the name change, advisory services division or anything else, don’t hesitate to reach out to us today. We are always looking to exceed your expectations, deliver you what you need when you need it and take your business to the next level. And, if that means embracing change and taking on something new, so be it!

Branding is for Small Businesses, Too

Nike. Disney. Hilton. Whatever your favorite brand is, you’re most likely a loyal customer who keeps coming back time and time again to buy a product or service.

As consumers, we like a brand based on a variety of demographic and psychographic trends – at least that’s what experts say. But, I think there’s more to a brand than just the blue-sky stuff, especially for small businesses such as your own business and SBS Accountants & Advisors. Any brand worth its weight is 150 percent dependent on making sure they retain their customers and clients for life, while continually fueling their sales pipeline and converting prospects to customers.

Of course, branding is a part of marketing, which takes time and resources; how much time and how much money depends on your commitment and budget. However, the bottom line in branding is that you want to be before your audiences as often as possible in the best possible light, so that they’ll remember you and “call” again.

Low- or No-Cost Marketing Tactics

I love to talk about marketing, especially tactics that won’t break the bank. What are your tips? Here are a few of mine:

  • Create a drip marketing campaign to your prospects. For the cost of an automated email software program (we use Constant Contact, which actually integrates with QuickBooks Online), you can set up automated email messages to prospects, but be sure to include calls to action or something for your prospect to “do” next.
  • Hold a brown bag lunch at your office and teach something you know. Invite your customers and prospects, socialize for 30 minutes, and then spend 30 minutes presenting a topic. For example, we could teach how to use QuickBooks or best practices in bookkeeping. What’s your sweet spot? Whether you realize it, your customers are hungry for knowledge!
  • Network, network, network. I’ve written about networking and referrals on our blog, but I know it’s sometimes hard to take time away from your business to attend a local meeting or social function, especially when there are pressing matters at the office or you just want to get home to your family. My best networking tip is simple: Set yourself a goal to connect once a week to someone new, whether it’s in person, on LinkedIn or on Facebook (and, while you’re at it, please “like” our page).

New Refreshed Invoice Template in QuickBooks Online

Another simple tip to brand that doesn’t cost any money at all is to make your invoices and receipts stand out with your logo and company name.

If you’re not using the sales form template in QuickBooks Online, it’s time you do – and we can help you create forms that really stand out. The invoice template in QuickBooks Online was recently improved to give you more options for formatting, more accurate previews and sharper details.

If you’ve used sales forms all along, create a form the same way you always have, but when you do you, you’ll see several visual improvements, including better-looking detail that shows off your brand. Here’s an example (courtesy of Intuit):

Pretty slick, right? And, best of all, it’s included in QuickBooks Online!

Ready to Build Your Brand? We’re Here to Help!

Branding doesn’t have to cost a lot of money or take a lot of time, but it does need to be done to remain in front of your prospects and customers. Let’s share best practices for branding and how you can use QuickBooks Online to help. Contact us today.