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August 2014

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8 Tips to Finding New Clients at Trade Shows

Trade shows remain a viable marketing option for accounting firms, yet many practitioners still don’t see the value. The fact is that if the appropriate level of planning is applied, trades shows can prove exceptionally successful in terms of lead generation and networking. Firms must first think through such items as budget, the right shows to attend, and materials (booth, kiosk, giveaways, marketing collateral, etc.). When all the pieces come together, attending a show can prove highly valuable.

Kristy Short

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To Payroll or Not to Payroll? That is the Question… For CPA Startups Now and Then

Los Angeles-based Team Jenn Corp founder Jennifer McCabe is a careful proponent of offering payroll services. “I won’t minimize it, payroll errors can be a nightmare. But payroll is an important part of the confidential employee relationship bucket.” Offering payroll services can also help to instill invaluable confidence and a deep relationship. “It’s worth it. No doubt.” Having provided payroll services from the get-go she and her team have learned quite a bit along the way on what to do and what you want to avoid in spades.

Lori Bolas