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Strategic Planning for 2019

As we wrap up 2018, we look back at a year that economically had a turbulent stock market, strong growth in certain industries and geographic regions, and low unemployment.  Some firms were wildly successful, while others had disappointing results.  Whether your firm had a great year or not, every firm wants even more success in [...]

By |2018-12-04T22:54:29+00:00December 4th, 2018|Email Newsletter, Email Newsletter (Plain Text)|0 Comments

Your Firm’s Marketing Department – Inside, Outside or Both?

As you plan for the success of your marketing efforts, the selection of qualified personnel is obviously critical.  A marketing department for a small to mid-sized firm can take many shapes.  Here are some options: In-House Personnel Some firms can afford to hire an in-house marketing person(s).  There are numerous variants of this form, some [...]

By |2018-12-06T23:16:56+00:00December 4th, 2018|News|0 Comments

Establishing A Marketing Budget

A budget can be an important tool in tracking marketing efforts to determine their effectiveness.  It helps partners/shareholders to understand the crucial role of marketing in the firm’s overall performance.  It acts as a gauge to test the firm’s level of commitment to marketing.  It also allows the controller/administrator to manage spending on client relations [...]

By |2018-12-06T22:48:48+00:00December 4th, 2018|News|0 Comments

Ready to Launch a New Firm?

We were recently hired by a newly-forming CPA firm.  Of course, they had developed concepts of what services would be offered and what their firm culture would be like but they needed our help in all aspects of marketing the firm.  They wanted it professionally-managed from the beginning, since they realized that it needed to [...]

By |2018-12-04T17:30:09+00:00November 7th, 2018|News|0 Comments

Is it Time to Overhaul/Upgrade
Your Website?

Once a year, every firm should review their website, sometimes with outside assistance, to make sure that it is up-to-date in content and design. Have you done so lately? Do you know that your website reflects directly on your firm's professionalism and service quality? It must be up to contemporary standards. If your website looks [...]

By |2018-12-04T19:54:55+00:00November 7th, 2018|News|0 Comments

Speech – “Branding & Marketing”

Kevin Brown spoke on the topic of "Branding & Marketing" at the OCBA Solo Practitioner/Small Firm section meeting on June 21st. Contact us for the speech Powerpoint: http://specialistscpamarketing.com/contact/ Learn more about these services at: http://specialistscpamarketing.com/branding-positioning/ If you are interested in Mr. Brown speaking at your organization, please contact us.

By |2018-10-03T21:56:44+00:00July 17th, 2018|News|0 Comments

Recent Engagement: Rebranding

Many CPA firms that have existed for some time face the issue of whether they should "rebrand."  Rebranding is a marketing strategy in which a new name, term, symbol, design, or combination is created for an established brand. The reasons for rebranding range from "We need a fresh look" to "Our firm has changed and evolved" [...]

By |2018-11-01T18:44:34+00:00November 28th, 2017|Uncategorized|0 Comments

Announcement – Name Change

ANNOUNCEMENT: Same services | Same team | New name is now … Our new name represents what we’ve done since 1991, specializing in providing full-service marketing support for CPA firms. We serve CPA firms of all sizes (from solos to the Big 4) across the country. As [...]

By |2018-10-31T18:38:03+00:00October 31st, 2017|Uncategorized|0 Comments