Firm Management
Does Your Website Need a Redesign or a Rebuild?
Here are the pros and cons of each. Plus, a series of questions you can use to determine which strategy you should undertake.
Becky Livingston
Becky Livingston is the President and CEO of Penheel Marketing, a NJ-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 on the Association for Accounting Marketing (AAM) social media committee, an adjunct professor, and a speaker/trainer. Learn more about Becky and her firm at https://Penheel.com.
Read more
Firm Management
Amplify Your LinkedIn Profile for Free With its Creator Feature
According to LinkedIn, “Creator mode is a profile setting on your dashboard that can help you grow your reach and influence on LinkedIn. Y
Firm Management
How Accounting Firms Can Target a Niche Using SEO
Here’s a scenario in which you might be familiar. A partner in your firm specializes in a niche area. But he/she is not showing up in search results as prominently as they should or could. What can you do to help them elevate their search ranking and ...
Firm Management
How Featured Snippets Can Get You On Page 1 of Search
If you’ve been using search engine optimization (SEO) to land on page one of Google, you know it takes time…a long time. I often tell clients it’s a marathon, not a sprint. If you want quick results, buy ads.
Firm Management
7 Ways to Maximize Your Content’s ROI: Marketing for Accounting Firms
If you’re trying to stand out on social media, it’s hard. That doesn’t mean you should throw in the towel. Rather, here are seven things you can do to maximize your firm’s content strategy to generate leads, increase brand awareness, and inflate your SEO.
Firm Management
Easy Video Topics and Tips for Accounting Firms
Host a coffee meeting weekly or once a month. That’s right. All it takes is you, a camera (cell phone is fine), and a cup of coffee. Keep the topic relevant and short. Spend 5-10 minutes with your virtual audience answering a question they might have.
Firm Management
Let's Build a 2022 Q1 Marketing Plan for Your Firm
If you specialize in tax, this has probably not been far from your mind. If you provide other services, tax time is a great time to promote them because people are already searching for CPAs and accounting firms.
Firm Management
How to Create a Press Kit if Your Firm Acquires or Merges into Another
You’re about to make a big change to your firm by either acquiring another firm or by being acquired. Here is a press kit primer to help you organize the announcements needed for clients, vendors, financial institutions, and other interested parties.
Accounting & Audit
The Ins and Outs of Webinar Success
During 2020, webinars skyrocketed. Were you a bit envious of your colleagues promoting their new, shiny lead generation tool? If so, you too can use webinars to drive leads and impact the bottom line.
Firm Management
Using Traditional Marketing to Gain Leads
Keep in mind, traditional marketing efforts must do one thing – help you meet a business goal. Whatever approach you take, keep that focus in mind when it comes to creative, design, placement, target market, and use.
Firm Management
10 Content Development Hacks for Small Firms
If I were to ask you, “Where does content development and marketing efforts for your website rank on your to-do list?” How would you respond? Is it even on your to-do list?
Firm Management
How to Use Polls to Measure Your Clients' Needs
Firm Management
10 Easy Blog Topics for The Busy CPA
Who has time to write blog content? Probably not you, but you know you need content on your website to increase your firm’s search engine ranking.
Contributors
Social Media Ad Buying Tips for CPAs
When it comes to expanding your firm’s brand reach, generating leads, or announcing a merger/acquisition, social media advertising should be an integral part of your marketing strategy.
Firm Management
Developing a Social Media Crisis Communication Plan
When it comes to social media risk, you might think about hacking and incorrect/inaccurate company page posts. But, that’s not the only kind of social media risk. Here are some others.
![website1_11249474_1_.5ddd84a1b89d7_1_.5f04fed569798[1]](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2021/02/website1_11249474_1_.5ddd84a1b89d7_1_.5f04fed569798_1_.6001fa47b06dd.png)
Firm Management
How Accounting Firms Can Create an Effective Google Ad Campaign
Firm Management
How a Domain Name Change Impacts Search Rankings
You may have heard some buzz about the top-level domain “.CPA” promoted by the AICPA. It’s an exciting thought, but how might it impact your firm?
Firm Management
5 Pre-Busy-Season Marketing Campaign Strategies
![marketing1_11292650[1]](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2020/11/marketing1_11292650_1_.5f85cfb056fed.png)
Firm Management
11 Memorable Ways to Connect With Clients During the Holidays
As the holiday season approaches, do you have a plan to thank clients for working with you this year? If not, here are 11 memorable ways to connect with them throughout the season. Pick one or two. Add them to your action list. Then get ready for ...
Firm Management
Boo! 12 Social Media Tricks to Avoid
Social media doesn’t have to be scary. By mixing a potion of entertainment with education, you are providing valuable information in a way that makes people want to come back for more.
![emailmarketing11_10658352[1]](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2020/08/emailmarketing11_10658352_1_.5f32aab5b2fa4.png)
Firm Management
5 Lead Nurturing Email Program Tips
Believe it or not, email is still your ace in the hole when it comes to lead generation. According to the Content Marketing Institute, “31% of B2B marketers say email newsletters are the best way to nurture leads.”
![website1_11249474_1_.5ddd84a1b89d7[1]](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2020/08/website1_11249474_1_.5ddd84a1b89d7_1_.5f04fed569798.png)
Firm Management
SEO Keyword Tips to Boost Your Firm's Google Ranking
If you haven’t put much thought into your firm’s keyword search ranking you may have been missing out on valuable lead-generation opportunities that don’t cost a dime.
Firm Management
An Email Automation Process That Works Like A Charm
Once you’ve identified the who, what, when, and where, you have to learn the how. Major email service providers, like MailChimp, Constant Contact, Salesforce, HubSpot, and more have built-in email automation options.
Firm Management
Summer Challenge – A Video Marketing Campaign
Reflect for a moment on how much video content you consume in a week. Is it none, only a few minutes, or possibly hours? According to Marketing Charts, by the end of 2020, nearly 100 minutes per day of video will be consumed in the U.S.
![Chatbots[1]](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2020/05/Chatbots_1_.5e94abc21889c.png)
Contributors
How to Leverage Chatbots in your Firm’s Marketing
Firm Management
3 Marketing Tips to Increase Summer Billings
You may have been so busy during tax season that you’ve not been focusing on your marketing initiatives for summer. Unfortunately, now’s the time to be thinking about it.
Firm Management
6 Ways Accounting Firms Can Attract Catering Clients
If you’re looking to add new catering clients to your existing client list or are expanding into this client vertical, chew on this marketing food for thought. You can find new clients with little to no budget, as well as expand your brand’s reach to ...
Firm Management
Marketing to the Home Care Nursing Industry
Firm Management
Pet Care Clients: How to Become a Best-In-Breed Accountant
The opportunities in this space are limited only by your imagination. If your firm is considering supporting pet care and dog walking clients, here are some fun ways to harness them.
![back_to_school_1_.55bfcb4201e9d_1_.5d2cbb1543cc4[1]](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2022/07/34623/5bfcb4201e9d_1_.5d2cbb1543cc4_1_.5d52020ea8d53.png)
Firm Management
Back to the Chalk Board - Marketing To Educators and Tutors
If your firm is targeting educators and tutors as a new industry vertical, or looking to expand its opportunity within this vertical, here are some marketing tips.
![back_to_school_1_.55bfcb4201e9d_1_.5d2cbb1543cc4[1]](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2022/07/34572/5bfcb4201e9d_1_.5d2cbb1543cc4_1_.5d4b10e0b5d4f.png)
Firm Management
Back to the Chalk Board - Marketing To Educators and Tutors
If your firm is targeting educators and tutors as a new industry vertical, or looking to expand its opportunity within this vertical, here are some marketing tips.
Firm Management
5 Marketing Tips to Attract Construction Clients
If you have a large repository of returning customers and referrals, you may not feel like you need to focus on lead generation. But, even regular clients can stop coming back. So, rather than resting on your laurels and letting the competition gain ...
Accounting & Audit
How to Gain Law Firm Clients With Clever Marketing
Family law and criminal law practices are very different types of law firms. To be effective, you need to truly understand the client’s needs, goals, pain points, and action triggers to be successful.
Contributors
5 Ways Accounting Firms Can Attract Food Store Clients
If you’re firm is adding or expanding food stores to its industry clients, here are five marketing munchies you can use to attract them.
Firm Management
The 3-Month Marketing Guide to Gain Transportation Industry Clients
Firm Management
How to Market Your Firm to Auto Repair Businesses
With over 175,000 mechanical automotive repair shops in the U.S., of which 60 percent are family-owned businesses[1], it may be a good market to expand your firm’s industry lines.
Firm Management
7 Marketing Tips to Attract Real Estate Pros and Brokers
When it comes to marketing to real estate clients, it can be tough. They are on the move constantly.
Firm Management
How to Market to Childcare Businesses
While word of mouth and referrals are still the best marketing tools for you, here are some additional tactics you can use to market your firm to in-home day care clients.
Firm Management
How to Market Your Firm to Veterinary Clients
The trick to marketing to veterinarians is to develop and share quality content along with information about your proven services. Sounds simple, but it can quickly go to the dogs if mismanaged. Here is a multi-pronged approach to aid in branding, to ...
Firm Management
Cast a Wide Net When Angling for Aquaculture Clients
Firm Management
How to Smoke the Competition When Marketing to Cannabis Clients
As with any new industry upstart, accountants have an opportunity to increase revenue within this niche by providing tax, accounting, audit, and business services, like bookkeeping, internal controls, workflow, payroll, and cloud-based solutions.
Firm Management
Cool Marketing Tips to Draw in HVAC Clients
Summer is an HVAC business’ busiest time of year. With that in mind, you have to think outside the box to reach your busy clients and prospects. What’s an accountant to do?
Firm Management
Getting Artists to Buy-In to Your Accounting Firm's Services
Marketing your firm’s accounting services to an artist may feel like an up-hill challenge, but a challenge, non the less, that can be conquered. By helping artists perceive the connection between their art and financial planning to help them be ...
Firm Management
Mom-and-Pop Stores Need CPAs More Now Than Ever
Up early in the morning and working late into the evening, many shop owners are not only working on the business, they are working in the business. Consider your wardrobe; the time of day you can speak with them one-on-one without too many distractions.
Firm Management
Making a Pitch to Athletes and Their Agents That Gets a Home Run
With the Olympics in our recent past, it’s no wonder you might be thinking about adding a professional athlete industry vertical to your firm’s growing business. But, where do you being? How do you get on their radar? What should your pitch look like?
Firm Management
8 Marketing Tips for Eldercare and Retirement Accounting Services
What does that tell you about elder care facilities? They will be in need of many accounting services, from payroll to risk management and from government regulations to retirement and VA benefits. Additional services could also be provided to ...
Firm Management
5 Gig Economy Marketing Tips
Firm Management
A Step-By-Step Marketing Plan to Gain and Keep Franchise Clients
When you think about franchisees, do you imagine them working in and managing their business on a day-to-day basis? If so, you may only be thinking about a portion of the industry. In some case, they may own the franchise, but not actually work in ...
Firm Management
Engineering Marketing for the Accounting Firm Go-Getter
As a risk-averse group, engineers like to know that what they are looking at is safe. Therefore, having an SSL Certificate on your site will help in a couple of ways. First, it demonstrates to the search engine that you’ve put additional security ...
Firm Management
7 Marketing Tips to Attract Real Estate Pros and Brokers
When it comes to marketing to real estate clients, it can be tough. They are on the move constantly.
Niche Practice
How to Grow Your Landscape Client Base – Including Retailers
Like accountants, landscapers have a busy season and a not-so-busy season, which happens to be nearly opposite of yours. How can you focus your marketing and lead generation efforts during your busiest time of the year to gain new clients?
Firm Management
4 Marketing Tips to Keep Your Accounting Firm Top of Mind with Contractors
Contractors are unique when it comes to location. Their office often changes based on the project location. Knowing that, what can you do to maximize your efforts to reach these nomadic business pros?
Firm Management
Gaining Governmental Agency Clients Takes Laser Focus
One of the biggest challenges you might face is crafting your communication to reflect the needs of governmental agencies. They are unlike public-sector or private companies. They have specific guidelines with whom they can work, and how that works is ...
Firm Management
The Ultimate 3-Month Marketing Guide to Gain Transportation Clients
If you’re targeting transportation companies in your firm’s growth strategy, this Ultimate Guide was developed for you.
Small Business
Agriculture Services Marketing Tips
Similar to the tax season, agriculture clients have busy seasons too – planting and harvesting. It’s tough to reach clients, and it’s even tougher to gain new clients, during that time. What’s a practitioner to do?
Accounting & Audit
Marketing to Restaurant Clients – It’s All about the Experience
With over $783 billion in annual sales in 2016, the restaurant industry might seem like a no-brainer as an accounting firm’s industry vertical. However, without the ability to speak the language they need to hear, you might be missing out and be ...
Firm Management
Three Marketing Strategies for CPAs With Medical Practice Clients
Firm Management
Marketing and Social Media Tips for CPAs With eCommerce Clients
Does your firm have a lot of clients who specialize in ecommerce? If so, this article is for you.
Firm Management
Prep Your Firm's Marketing Plan Now for New Clients in the Fall
Prep your marketing plan for all fall leads.
Firm Management
Why CPAs Should Embrace Mobile Marketing
Believe it or not, accounting firms that focus on leveraging mobile technology in their practice are ahead of the curve. Mobile marketing is “the now” and the wave of the future. According to recent reports from Wolters Kluwer, CCH, BMO Wealth Institute,
Firm Management
How Accounting Firms Can Break Up with Their Social Media Platform
If the appropriate goals for the network – traffic increases, lead generation, growth and reach, engagement, and sentiment – were set; yet, they are still coming up short, it might be time for the old heave-ho. But, before you do, answer these questions.