Article

November 19, 2021 

An in-depth guide on how to keep your clients cool this tax season.

Ernie Villany

November 18, 2021 

If you’re new to the world of content marketing, you may have heard the term “gated content” and wondered what it is and how it can help your firm. There are many advantages to gating your content, but it’s important to understand when and how to use it.

Katie Thomas

November 18, 2021 

AICPA News is a round-up of recent announcements from the association.

November 18, 2021 

Clients look to their tax pros for expert advice. To showcase your proactive mindset, start sharing your expertise about broader topics and investments in their business you believe are the best for your clients in the long run.

November 18, 2021 

There's no doubt COVID-19 has changed both our work and personal lives in myriad ways. As I reflect on how we have altered our day-to-day existences in the past year and a half, I find there are apps I have incorporated into my daily life that I didn't...

Gail Perry

November 17, 2021 

If your firm isn’t leveraging a YouTube channel for its brand, you may be missing out. According to HubSpot, in 2021, “84% of video marketers say video has been effective for generating leads.” Benefits of YouTube for B2B Marketing When your video channel is optimized—meaning with keyword-focused titles and descriptions—you can reach a wider audience...…

November 11, 2021 

For every decision we make, for every time we chose A over B, our outcome is fixed. In order to choose A we opted to not chose B. The equal and opposite reaction is the result of the decisions we make and what we didn’t do.

Garrett Wagner

November 11, 2021 

It’s never been easier to attract and deliver value to clients worldwide, and the firms that are best at attracting new clients with digital marketing strategies will win the marketplace.

Jon Hubbard

November 10, 2021 

Despite the upbeat outlook, accounting firms still face challenges in employee recruitment and retention. A shortage of skilled professionals is allowing the best candidates to receive multiple job offers and the ability to command top salaries.

Paul McDonald

November 10, 2021 

It may be easy to track credits that are reported in the same year, but many states require biannual or triannual reporting, making it even more important that CPE course documentation be managed properly. While there are some HR application that can ...

Mary Girsch-Bock

November 10, 2021 

M&A value creation is traditionally viewed through the lens of three synergies: revenue, cost and capital. Technology is a fourth key driver of synergy that is often underestimated. Traditionally viewed as a subset of cost synergies, technology ...

November 9, 2021 

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.

Becky Livingston