Firm Management
Finish Strong: 9 Year-End Marketing Tips Every Accounting Firm Needs
As the year ends, you have a unique opportunity to engage clients and showcase your expertise with year-end marketing initiatives.
Becky Livingston
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.
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Firm Management
The Q4 Budget Crunch: Marketing Advisory Services to Clients Planning for the New Year
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
How Accounting Firms Can Use Marketing to Leverage Year-End Financial Deadlines
Whether it’s tax planning, financial reporting, compliance, or closing the books, your clients need your expertise more than ever.
Firm Management
Unlocking Growth: How to Effectively Market Client Accounting Services (CAS)
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
Mid-Year Marketing Checklist for Accounting Firms
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
How to Use Microsoft Copilot for CPA Firm Marketing
If you need help with marketing, consider incorporating Copilot into your marketing arsenal for increased efficiency and creativity.
Advisory
Summer Marketing Initiatives for Small to Mid-Sized Accounting Firms
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
Personalized Client Surveys Can Create Stronger Relationships
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
Insider Marketing Tips for Accounting Advisory Success
The goal is to not only attract clients but to also build long-term relationships by demonstrating expertise, trustworthiness, and value.
Firm Management
Effective Marketing in Minutes: Essential Tips for the Time-Strapped CPA
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
Branding an Accounting Firm – Top Resources You’ll Need
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
AI Website Chatbots: A Double-Edged Sword for Firms
But what happens if your firm’s website chatbot shares incorrect information, sensitive data, or simply doesn’t work?