Tax Season Marketing Part Three – Top Tax Planning Ideas for 2011

Tax Season Marketing Part Three – Top Tax Planning Ideas for 2011While marketing may be the last thing on the mind of many CPA’s during tax season, it is probably the best time of the year to identify client needs and present new services. New legislation has provided...
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Tax Season Marketing Part Two – Maximize referrals and cross selling opportunities

Tax season is great time to get referrals and to present ideas for tax planning.
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Tax Planning Opportunities for 2011

Tax season is a great time to highlight planning opportunities for clients. The right planning opportunities will lead to reduced liabilities for your clients and post busy season work for your firm.  Here’s a few planning opportunities you would do well to discuss with...
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Tax Season Marketing Part One – Maximize Your Client Contacts

Tax Season Marketing Part One – Maximize your client contacts While marketing may be the last thing on the mind of many CPA’s during tax season, it is probably the best time of the year to identify client needs and present new services. How well your staff identifies client...
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Building an Accounting Website that Works – know what you want, and know how to get it

Managing a website design project can be a fun, challenging, and sometimes frustrating process. You’ll get unsolicited input from all angles, and you’ll likely be told a thousand different stories by local designers about exactly what the newest feature is that you...
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CRM for Accounting Firms

Can the right CRM solution enhance your practice? by Sarah Templeton, Templeton Solutions Two of the biggest drivers in professional services organizations are the efficient utilization of expensive labor and developing a regular flow of profitable projects. Professionals are at...
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Vision & Values – Feb. 2011

In This Issue Can the right CRM solution enhance your practice? Catalyst completes custom development of client website
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New tax law provides marketing opportunity for CPAs

On Friday, December 17th, 2010, the President signed the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 into law. Catalyst clients were among the first to demonstrate to their ability to analyze change and identify new opportunities for their...
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Catalyst and the Association for Accounting Marketing Collaborate on Education

Catalyst is pleased to announce an upcoming webinar event presented in cooperation with the Association for Accounting Marketing. The Association for Accounting Marketing (AAM) is a national organization and is the only trade association of its kind that provides resources,...
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Growth & Profitability Summit!

I had a great time at the 2010 Accounting Today Growth & Profitability Summit at the Wynn in Las Vegas last week.  One of our other directors, TJ Sponsel, and I had the opportunity to speak with partners from over twenty firms from across the country, and already are finding...
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