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 September 17, 2024
The Q4 budget crunch presents a golden opportunity for you to market your expertise in guiding businesses through year-end reviews and setting them up for success in the new year.
Firm Management August 29, 2024
Whether it’s tax planning, financial reporting, compliance, or closing the books, your clients need your expertise more than ever.
Firm Management July 12, 2024
In the competitive world of accounting and advisory services, offering Client Accounting Services (CAS) or Client Accounting Advisory Services (CAAS) can set firms apart and strengthen client relationships.
Firm Management June 6, 2024
Focusing on the middle of the marketing funnel, where potential leads are weighing their options and seeking more information, can significantly enhance your ability to convert prospects into engaged clients.
Firm Management May 9, 2024
If you need help with marketing, consider incorporating Copilot into your marketing arsenal for increased efficiency and creativity.
Advisory April 22, 2024
The slower pace of summer offers a prime opportunity to engage with current clients in more relaxed settings and attract new clients who are preparing for the end-of-year financial rush.
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.
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.
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.
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.
Firm Management November 8, 2023
But what happens if your firm’s website chatbot shares incorrect information, sensitive data, or simply doesn’t work?
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.
