Advisory August 17, 2026
Merging? How to Protect Your SEO and AI Search Visibility
This part of the transition is easy to skip during a merger. But it shapes whether a potential client finds your firm in the first place.
Firm Management July 17, 2026
The FAQ Strategy: Turning Client Questions Into High-Converting Content
This post shows you how to turn everyday client questions into blog posts that rank in search engines, answer real client concerns, and get cited and mentioned by AI tools.
Marketing June 16, 2026
5 Accounting Firm Marketing Tactics That No Longer Work
Many accounting firms are still doing marketing activities that made sense ten years ago but deliver very little value today.
Marketing May 15, 2026
The Simple Lead Generation Funnel Most Accounting Firms Are Missing
A lead generation funnel is simply the path a potential client takes from first hearing about your firm to becoming a paying client.
Firm Management April 28, 2026
How Smaller Accounting Firms Build Strong Market Authority
Here’s what most small firm owners don’t realize. Authority isn’t built by size. It’s built on clarity, consistency, and usefulness.
Firm Management March 23, 2026
The 90-Day Marketing Plan for CPAs
A structured 90-day marketing plan offers a practical solution. It provides a focused, manageable approach that aligns with how accounting firms operate, while also addressing how prospective clients now search for and evaluate professional services.
Firm Management February 16, 2026
How to Win Clients Without a Big Marketing Budget
Small accounting firms often have advantages that larger firms cannot easily replicate. The real question is not how to outspend bigger firms. It is how to out-position them.
Taxes January 6, 2026
New Postmark Change Impacts Tax Filings, Extensions, and More
A quietly released USPS postmark change update is changing how postmark dates are defined and applied, creating real problems for taxpayers.
Firm Management November 12, 2025
Should Accounting Firms Run Tax Season Ad Campaigns?
Tax season brings a familiar blend of urgency, opportunity, and pressure. You may wonder whether paid ads are worth the spend in a season when demand already feels high?
Marketing October 15, 2025
2025 Year-End Tax Marketing Tips: Standing Out When It Matters Most
As the year wraps up, your clients are probably thinking about bonuses, holiday plans, and taxes. That means it’s the perfect time for your accounting firm to stay top of mind.
Marketing September 15, 2025
Firm Marketing: 7 Tax Planning Content Marketing Ideas for Q4
By publishing timely, helpful content, your firm can attract prospects actively searching for answers and build authority in your local market.
Marketing August 15, 2025
How Accounting Firms Can Use LinkedIn Sales Navigator to Generate Quality Leads
By combining its advanced filters, real-time alerts, and relationship-building features, your team can identify decision-makers in their niche and start meaningful conversations.
Contributors
Amy Vetter
CPA, CITP, CGMA
Becky Livingston
Accounting & AI Marketing Consultant
Brian Tankersley
CPA, CITP, CGMA
Garrett Wagner
CPA, CITP, CEO and Founder of C3 Evolution Group
Jim Boomer
CPA, CITP, CEO
Ken Berry, JD
CPA Practice Advisor Tax Correspondent
Kristy Short, Ed.D.
Accounting Content Specialist
Mary Girsch-Bock
Contributing Writer
Randy Johnston
MCS, MCP
Roman Kepczyk
CPA, CITP, CGMA
