June 11, 2015
It’s not enough to place a CPA shingle outside your office and wait for clients to beat a path to your door. To grow in the digital age, you need to have a strong online presence – yet many accountants neglect this critical step, says veteran marketer.
Technology May 15, 2015
The folks telling these captivating stories aren’t holding some great secret. The fact is that anyone can tell a story. Yes, anyone. And that includes accounting professionals. The greatest of storytellers have simply taken the time to define what ...
May 7, 2015
Running a successful payroll practice is about more than just the services you provide; it’s also about selling those services. A great marketing campaign will consist of both digital and print collateral and target existing and prospective clients.
April 14, 2015
Believe it or not, accounting firms that focus on leveraging mobile technology in their practice are ahead of the curve. Mobile marketing is “the now” and the wave of the future. According to recent reports from Wolters Kluwer, CCH, BMO Wealth Institute,
April 3, 2015
If the appropriate goals for the network – traffic increases, lead generation, growth and reach, engagement, and sentiment – were set; yet, they are still coming up short, it might be time for the old heave-ho. But, before you do, answer these questions.
March 30, 2015
Accounting clients are always looking for more from their experience. One way firms can create better experiences is through niche services. Some firms focus on a specific industry or narrowly-defined tax, assurance and advisory services. The success of a
March 24, 2015
From regular meet-ups with colleagues to social media, executives of accounting firms have many avenues when it comes to connecting with others and enlarging their circles. Read on for 10 tips on how to get the most out of your networks.
March 20, 2015
This is a very difficult question because the best firms often perform well in multiple areas, so it’s impossible to filter out the individual impact of disciplines such as visioning, marketing, developing staff, accountability and management and leadersh
Technology March 13, 2015
Of all the assets your business owns, your brand is one of the most valuable and the most elusive. Without a strong brand identity, your firm is like a wallflower at the prom, sitting in the margins without a story or a voice to tell it.
February 24, 2015
Too many firms shoot from the hip in determining who should become a partner, essentially re-defining promotion criteria every time they discuss the subject. Don’t you owe it to yourselves to spend one paltry hour formalizing, in writing, critically ...
Firm Management November 5, 2014
When you think of marketing as simply “communicating,” it immediately feels doable. The fact is that many firms already have a marketing program in place, because marketing is really just communicating.
October 9, 2014
I used to consider myself an early adopter of all-things technology. Back when I was PC-based, I would upgrade to the newest operating system (OS) right away and buy the latest version of Microsoft Office. Almost 6 years ago when I moved to a Mac, wheneve