Accounting Firms: What to Expect When Expecting E-Newsletter Results

I recently emailed results of an e-newsletter blast to a CPA client of ours.  They replied with a simple question “Is this normal?”.  Good question, I thought to myself. Email communications are a great way to inform and engage your audience and there is a lot of emphasis on the...
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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 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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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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