Marketing

July 7, 2015 

Perhaps the biggest concern is: Do you want to let this issue drive a wedge between the firm and the partner candidate?

June 17, 2015 

When you think about it, though, personal branding is not new. It’s just that more people have the means to do it today and, fortunately, the Internet has provided us with numerous ways to create and maintain a personal brand.

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 ...

Kristy Short

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.

Taija Sparkman

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,

Becky Livingston

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.

Becky Livingston

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.

Paul McDonald

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.

Chris Rund, Kristy Short

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 ...