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  • Are You Ready for the Next Generation of Marketing Your Firm?
    by Alan Vitberg, Owner, VitbergLLC - Monday April 30, 2012
    An Overview of Inbound Marketing A guest post from Alan Vitberg , Owner of VitbergLLC , a marketing agency specializing in accounting and consulting firm marketing. Today, most accounting and consulting firms spend their marketing budget on outbound marketing to reach prospects. Outbound marketing, also known as traditional marketing, targets a broad audience using print ads, trade shows, telemarketing/cold calls, direct mail/e-mail, etc. Firms push their messages outward in the hopes that it will trigger a response in the form of a contact But marketing and business development at CPA firms is on the edge a transformation taking the form of a movement away from spending on traditional marketing activities towards...

  • After Tax Season is the Best Time to go to the Drawing Board
    by Brannon Poe, CPA - Wednesday April 25, 2012
    Have you ever noticed how professional golfers go to the practice range right after a match? How does that help? It is interesting but they do that to work out any problems they have with their form. It is effective because everything is very fresh on their minds. As professional accountants, you should do the same. Your errors in “form” are fresh on the mind, so now is a great time to reflect on your season and make plans that you can execute prior to next tax season. Here is a great place to start: Go to http://www.poegroupadvisors.com/sample-chapter/ to read our free sample chapter titled The Client of Choice from the book, "Accountant's Flight Plan." Use the exercise to go through your client list and make some tough...

  • How CPA and Consulting Firm Niche Marketing Programs Get Found & Heard
    - Monday April 23, 2012
    CPA Practice Advisor is pleased to present a digest of recent, popular posts authored by award winning CPA firm Marketer Alan Vitberg . These were originally posted in VitbergLLC’s blog, The Professional Services Marketing Digest. How CPA and Consulting Firm Niche Marketing Programs Get Found & Heard It takes a lot more work than just pounding a stake in the ground and declaring your intentions to serve a particular niche. It takes marketing, and an important part of that effort is how you use your website, social media, and thought leadership to become the “go to” accounting or consulting firm for a particular industry, or for a particular horizontal service. More...

  • Is it worth upgrading to Adobe Acrobat Standard 9.0?
    by John D. Anderson, CPA.CITP, CIA, MCP, MSA - Wednesday August 12, 2009
    This latest version while not a singular upgrade that you should run right out and buy is one of those upgrades which makes sense if the firm is still using Adobe Acrobat Standard 6.x, 7.x, or 8.x.  All three of these previous versions suffer from some type of programming problem which cause issues for the end user.  This is especially true in accounting applications which integrating with other software such as Thomson Reuters Engagement CS or Intuit QuickBooks.  Additionally, several of these versions had serious security vulnerabilities which if not patched in that specific version are definitely fixed in version 9.0.  Note:  Version 9 along with previous versions does have several security vulnerabilities including two which are...

  • Now that Windows 7 is released should our Firm Upgrade?
    by John D. Anderson, CPA.CITP, CIA, MCP, MSA - Wednesday August 12, 2009
    Microsoft Windows 7 is here!  Three years after the release of Windows Vista, we have the first major upgrade of the operating system from Microsoft.  The first week of August Microsoft released to manufacturing the final code in Windows 7.  At the same time, it made available to certain customers downloadable copies of Windows 7.  These downloadable copies are available to some Microsoft Partners, Microsoft Software Assurance subscribers, and TechNet subscribers.  For those who do not fit these categories it will be about two months before Windows 7 reaches stores either on a new computer or as a boxed product. Windows 7 is important because it is actually what Windows Vista should have been.  Microsoft has taken Windows Vista and...