Are you Incorporating Accounting Firm Best Practices or Joining the Cult of the Average?

I came across a Ted Talks video today that got me thinking about the overuse of the term “Best Practices” in the accounting profession. While I understand the meaning of the term and have been known to use it myself from time to time, I have always been troubled by the common use...
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Catalyst CPA Marketing – Client Success Story – Cassady Schiller

Transcription I am David Lingler. I am a Director of Business Valuations and Consulting, here at Cassady Schiller & Associates, in Cincinnati, Ohio. We recognized internally that as a 35 to 40-person firm, we could not continue to grow just on the referral networks of the...
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Catalyst CPA Marketing Directors Discuss our Model for Client Service

Wondering what we do? In the video below, Catalyst directors Steve Brunson and TJ Sponsel, discuss how our team works with clients to help them achieve rapid, sustainable, organic growth. If your firm has a passion for client service, want to experience exceptional organic...
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From Marketing to Business Development – Taking Stock of Your Marketing Foundations

From Marketing to Business Development The Cost of Waiting – Taking Stock in Your Marketing Foundations The relationship between marketing and business development has been dissected over the past few years. Many focus on making the distinction between the two. But the symbiotic...
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From Marketing to Business Development – Part 2

From Marketing to Business Development The Cost of Waiting – Why Marketing Can’t Take a Backseat Which should come first, marketing or the business development? Many firms believe the answer is always business development. The impact of sales is immediate and identifiable. New...
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Spring Marketing for CPA Firms – You don’t build a house with a shovel

Spring Marketing – Part 3You don’t build a house with a shovel The successful completion of almost any job requires the right training and the right tools. You wouldn’t spend thousands of dollars training a builder in the sciences of structural engineering and...
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Spring Marketing for CPA Firms – Educate and Empower

The success of your summer months will depend largely upon your ability to do just that – convert knowledge into opportunity.
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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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