Firm Management March 23, 2026
The 90-Day Marketing Plan for CPAs
At the beginning of the year, there is often a push to improve visibility.
Becky Livingston is the owner and CEO of Penheel Marketing, a New Jersey-based firm specializing in social media and digital marketing for CPAs. With over 25 years of marketing and tech experience, she is the author of “SEO for CPAs - The Accountant’s SEO Handbook” and the “The Accountant’s Social Media Handbook.” In addition to being a practitioner, she is a dog lover, an active Association for Accounting Marketing’s (AAM) committee member, an adjunct professor, and HubSpot partner. Learn more about Becky and her firm at https://Penheel.com.
Firm Management March 23, 2026
At the beginning of the year, there is often a push to improve visibility.
Firm Management February 16, 2026
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
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
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
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
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
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.
Firm Management July 11, 2025
Let’s be honest, B2B email open rates could be better. Especially in the accounting profession, where inboxes are flooded with technical updates, IRS alerts, and industry jargon.
Firm Management June 20, 2025
How niche accounting firms use demand generation strategies to build awareness, grow revenue, gain visibility, and build a pipeline in their specialty market.
Firm Management June 12, 2025
How niche accounting firms use demand generation strategies to build awareness, grow revenue, gain visibility, and build a pipeline in their specialty market.
Accounting May 13, 2025
The success of your marketing often hinges on the strength of your lead magnets. If you want real engagement, you need a lead magnet that solves a specific problem, builds trust, and reflects your firm’s personality.
Firm Management April 14, 2025
AI isn’t just some futuristic buzzword—it’s changing how CPAs, accounting firms, and their marketing teams operate right now. Here are some of the trends that’ll shape the accounting industry over the next year and how you can get ahead of the curve.