Becky Livingston

Firm Management March 18, 2024 

With tax season nearly over, it’s a great opportunity to understand more about your client’s experience. A client satisfaction survey can help you do that.

Becky Livingston

Firm Management March 4, 2024 

The goal is to not only attract clients but to also build long-term relationships by demonstrating expertise, trustworthiness, and value.

Becky Livingston

Firm Management January 18, 2024 

In today's fast-paced world, you are constantly juggling between client needs, regulatory demands, and staying abreast of ever-changing tax laws. Amidst this, finding time for marketing can be a challenge.

Becky Livingston

Accounting December 3, 2023 

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.

Becky Livingston

Firm Management November 8, 2023 

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

Becky Livingston

Firm Management October 11, 2023 

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

Becky Livingston

Firm Management September 12, 2023 

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

Becky Livingston

Firm Management August 9, 2023 

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

Becky Livingston

Accounting July 13, 2023 

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

Becky Livingston

Firm Management June 14, 2023 

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

Becky Livingston

Firm Management June 9, 2023 

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.

Becky Livingston

Firm Management May 12, 2023 

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.

Becky Livingston