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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Spring Marketing for CPA Firms – Cover your flanks, then strike while the iron is hot

Late spring and early summer are some of the most important periods for the future growth and prosperity of any firm. CPAs that maximize the use of their time during this period see profitability continue throughout the year, and set the stage for dynamic growth in the years ahead.
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Inspirational firms and leaders sell the “why”

This video from a 2009 TED talk has recently gone “viral” in many business circles.  Let’s take a look at Simon Sinek’s “Golden Circle” and how understanding this important concept can propel your firm to inspirational status. Most people...
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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 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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Search Engine Optimization for Accounting Firms

With outbound marketing campaigns becoming less effective, proactive accounting firms are turning their attention toward strategic inbound campaigns.  In a nutshell, your inbound campaign encompasses all the techniques you employ to allow your firm to “get found”.  Many of your...
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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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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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Making the emotional connection…

A few years ago I made the transition from public accounting to specialty tax provider.  For me, the transition was relatively easy because the move allowed me to work with a wide variety of companies and business owners as well as still be affiliated with the accounting...
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Opportunistic Marketing — Recognition and Response

I’ve talked to quite a few CPA firms in the last month, and I’ve been especially interested in their marketing responses to significant industry events.  You see, while we’re frequently talking about the strategic nature of accounting marketing and the need for a...
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