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Marketing

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Advisory August 17, 2026 

Merging? How to Protect Your SEO and AI Search Visibility

This part of the transition is easy to skip during a merger. But it shapes whether a potential client finds your firm in the first place.

Becky Livingston

Featured Articles

July 17, 2026  

The FAQ Strategy: Turning Client Questions Into High-Converting Content

June 22, 2026  

AI Visibility Implications for Your Accounting Thought Leadership: Focus and Go Deep or Don’t Bother

June 16, 2026  

5 Accounting Firm Marketing Tactics That No Longer Work

May 26, 2026  

9 Easy Ways Firms Can Celebrate Client Loyalty and Milestones

May 22, 2026  

Karen Waga Named AAM’s 2026 Marketer of the Year
Client-Relationship-300x2161

Marketing April 7, 2026 

Why CPA Firms Risk Losing Influence Before the First Conversation

Many firms face a growing competitive risk that has little to do with expertise and everything to do with how prospective clients form opinions before a conversation ever begins.

Wipfli Continues as ‘Official Accounting Firm of the Philadelphia Eagles’

Firm Management March 30, 2026 

Wipfli Continues as ‘Official Accounting Firm of the Philadelphia Eagles’

Wipfli will continue serving as the independent auditor of the Eagles, providing objective insight and professional knowledge that supports transparency, accountability and long-term success.

marketing geralt pixabay

Firm Management March 23, 2026 

The 90-Day Marketing Plan for CPAs

A structured 90-day marketing plan offers a practical solution. It provides a focused, manageable approach that aligns with how accounting firms operate, while also addressing how prospective clients now search for and evaluate professional services.

Becky Livingston

How to Win Clients Without a Big Marketing Budget

Firm Management February 16, 2026 

How to Win Clients Without a Big Marketing Budget

Small accounting firms often have advantages that larger firms cannot easily replicate. The real question is not how to outspend bigger firms. It is how to out-position them.

Becky Livingston

Wipfli Partners with The Caddie Network

Firm Management February 6, 2026 

Wipfli Partners with The Caddie Network

Wipfli and The Caddie Network will bring to life the connection between elite caddies and trusted advisors.

BDO USA Named the Official Tax and Audit Partner of the LPGA

Firm Management January 21, 2026 

BDO USA Named the Official Tax and Audit Partner of the LPGA

This collaboration unites two organizations dedicated to helping people thrive - whether in the world of business or on the fairway.

Should Accounting Firms Run Tax Season Ad Campaigns?

Firm Management November 12, 2025 

Should Accounting Firms Run Tax Season Ad Campaigns?

Tax season brings a familiar blend of urgency, opportunity, and pressure. You may wonder whether paid ads are worth the spend in a season when demand already feels high?

Becky Livingston

marketing geralt pixabay

Marketing October 15, 2025 

2025 Year-End Tax Marketing Tips: Standing Out When It Matters Most

As the year wraps up, your clients are probably thinking about bonuses, holiday plans, and taxes. That means it’s the perfect time for your accounting firm to stay top of mind.

Becky Livingston

Firm Marketing: 7 Tax Planning Content Marketing Ideas for Q4

Marketing September 15, 2025 

Firm Marketing: 7 Tax Planning Content Marketing Ideas for Q4

By publishing timely, helpful content, your firm can attract prospects actively searching for answers and build authority in your local market.

Becky Livingston

How Accounting Firms Can Use LinkedIn Sales Navigator to Generate Quality Leads

Marketing August 15, 2025 

How Accounting Firms Can Use LinkedIn Sales Navigator to Generate Quality Leads

By combining its advanced filters, real-time alerts, and relationship-building features, your team can identify decision-makers in their niche and start meaningful conversations.

Becky Livingston

Eide Bailly Refreshes Brand Identity

Firm Management August 7, 2025 

Eide Bailly Refreshes Brand Identity

The top 20 accounting firm said its new brand identity reflects its growth, evolving service offerings, and continued focus on helping clients perform, protect, and prosper.

Jason Bramwell

Edge Marketing Launches GEO Service to Boost Brand Authority in AI Search

Firm Management July 31, 2025 

Edge Marketing Launches GEO Service to Boost Brand Authority in AI Search

Traditional SEO alone is no longer sufficient; success now means being cited, sourced and recommended by both human audiences and generative AI.

Isaac M. O'Bannon

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