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Becky Livingston

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.

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Accounting

Branding an Accounting Firm – Top Resources You’ll Need

Are you considering your own firm (or rebranding due to a merger or acquisition)? Here are several branding questions to answer and resources you will need before opening the front door.

Firm Management

AI Website Chatbots: A Double-Edged Sword for Firms

But what happens if your firm’s website chatbot shares incorrect information, sensitive data, or simply doesn’t work?

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Firm Management

How to Harness Case Studies in Your Marketing Efforts

Studies highlighting triumphs are a best-practice marketing method to capture the attention of prospective clients and nurture their conversion to loyal clients.

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Firm Management

Essential Tips for Q4 Ad Buying for CPA Firms

There is no point in spending money on ads if you do not have objectives that align with your firm’s goals.

Marketing1

Firm Management

Gear Up for the Ultimate Year-End Marketing Showdown - Turning Numbers into Opportunities

Year-end is right around the corner, which means quarterlies, tax preparation, and more for accounting firms.

Accounting

Internet Marketing - It's Not Just for Celebs, But Accounting Firms, Too

With a well-planned strategy, engaging your staff, clients, and prospects through influencer marketing can lead to amplified brand exposure...

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Firm Management

Navigating the Competitive Recruitment Landscape: Marketing Strategies for Success

Summer is a wonderful time to update your firm’s recruiting marketing efforts because there are many opportunities to showcase employees.

Firm Management

Stay Ahead of the Curve: Top AI Applications for Accounting CMOs and CGOs

To demonstrate how generative AI can assist you and your team in its day-to-day grind, I’ve created this content creation example using Chat GPT’s 3.5 model.

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Firm Management

Maximizing Marketing ROI: How to Make Data-Driven Decisions

Calculating marketing ROI uses a simple formula but a complex set of elements. Calculate it by tracking campaign lead source, campaign cost, lead and customer tracking.

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Firm Management

Say Goodbye to Ineffective Marketing Tactics: Why Your Firm Needs ABM

Account-based marketing (ABM) is an increasingly popular form of B2B marketing that focuses on targeting individual accounts instead of large groups or an entire market.

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Firm Management

Scaling Up Your B2B Marketing Efforts: Tips and Techniques for High-Growth Firms

Scaling your B2B marketing efforts can be challenging, as it requires a different set of skills and tactics compared to those used in the early stages of your firm.

Accounting

The Impact of AI on the Accounting Profession

In late 2022, a new AI tool, called ChatGPT, exploded into the marketplace. Since then, it’s been mentioned in hundreds of online articles, in chatrooms, and in the media.

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CPA Practice Advisor is your technology and practice management resource for the accounting profession, giving you personalized access to the latest news, accounting-related events, and expert commentary across all of our channels, including website, whitepapers, newsletters, podcasts, social media, and our annual conference – Ensuring Success.

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