Marketing

November 17, 2015 

My FirmFiles helps accountants by making it easy to serve clients effectively. “Being able to securely and instantly transfer or store files allows accountants to spend less time on administrative tasks and more time handling billable work, ” said Bob ...

November 11, 2015 

This practice tool is engineered to help practitioners maintain and grow their practices through the delivery of content that clients expect and appreciate from their accountant, tax and/or bookkeeping professional. The Marketing Resource Center ...

September 24, 2015 

How does one determine what geographic areas and cities might be ripe for an accounting rainmaker requires that the firm have a good understanding of its present client base; a better understanding of the kinds of individuals, non-profits and ...

Dave McClure

September 15, 2015 

A blog drives people to your website, helps you build your personal or company brand, and allows you to develop a relationship with customers or readers.

September 14, 2015 

With little access to financial resources and even smaller amounts of time, small to midsized businesses (SMBs) can have a challenging time producing timely, accurate and valuable financial calculations.

September 2, 2015 

To compete, high growth accounting firms are spending more on average for in-house marketing staff, but their marketing budgets aren’t much higher than the budgets of low-growth firms. That’s because they are spending their marketing dollars ...

August 26, 2015 

Lindsley’s primary experience relates to CPAs, but the practice management aspects apply to many other businesses, including law firms, accounting, technology integrators, and any business that tracks time and due dates.

July 29, 2015 

That outcome-oriented approach is helping fuel a growing trend of pay-for-performance public relations firms that bill only for services successfully rendered, unlike the traditional model in which agencies charge a monthly retainer or hourly fees.

July 9, 2015 

Prep your marketing plan for all fall leads.

Becky Livingston

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.