Catalyst Director Steve Brunson Discusses Strategic Accounting Firm Marketing in Accounting Today

Are you utilizing Strategic Accounting Firm Marketing ? I discuss four steps towards improving your strategic approach to marketing on January 22, 2014 in Accounting Today. For many accountants, whether they’re sole proprietors or managing partners at top 100 firms,...
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From Marketing to Business Development – Part 1

From Marketing to Business Development Making marketing initiatives truly impact the practices of your management Part One – Translating marketing into practice Within accounting firms, there is frequently a chasm between marketing and sales. Business development has...
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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 – 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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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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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 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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