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Strategic Marketing Planning:

What you need to know for 2021   "Uncertainty" has been a keyword for 2020 - yet how certain is 2021? Marketing planning has likely never been needed more for your firm than it is now! When the economy is roaring, it can seem that planning is easy. But when times are tough and uncertain, [...]

By |2020-12-16T20:40:05+00:00December 2nd, 2020|Uncategorized|Comments Off on Strategic Marketing Planning:

Resuming Business Operations:
Is Your Website Ready to Perform?

Now that Gov. Newsom has announced California could be just weeks away from modifying stay-at-home orders, it is time to develop key action steps to move your firm forward and re-establish itself in the marketplace. Digital (online) marketing has become more important than ever during the COVID-19 crisis - with business owners working from home, [...]

By |2020-12-02T19:57:23+00:00April 27th, 2020|News|0 Comments

“CPA Marketing News” – Strategic Planning for Success in 2nd Half of 2020 — Weekly Marketing Resources during COVID-19

Our latest issue of “CPA Marketing News” has just been published.  Excerpt: As we navigate the COVID-19 environment, your marketing activities need to adapt. It is crucial to have a clear perspective on the future, identifying specific strategies and action steps that your firm can undertake to be successful. Below are some key marketing resources to [...]

By |2020-04-29T01:14:19+00:00April 18th, 2020|News|0 Comments

Strategic Planning for Success
in 2nd Half of 2020

-- Weekly Marketing Resources during COVID-19 -- As we navigate the COVID-19 environment, your marketing activities need to adapt.  It is crucial to have a clear perspective on the future, identifying specific strategies and action steps that your firm can undertake to be successful. Below are some key marketing resources to help your firm … [...]

By |2020-04-29T01:53:50+00:00April 14th, 2020|Uncategorized|0 Comments

“CPA Marketing News” – Coping with Adversity – Leadership Concepts During COVID-19

Our latest issue of “CPA Marketing News” has just been published.  Excerpt: During a recent consultation, a client asked how I was handling all of the COVID-19 crisis issues. As we talked further and reviewed different strategies, the client shared that he loved my optimistic outlook and practical guidance. After our consultation, he said that he felt [...]

By |2020-04-29T01:20:34+00:00April 8th, 2020|News|0 Comments

Coping with Adversity:
Leadership Concepts During COVID-19

During a recent consultation, a client asked how I was handling all of the COVID-19 crisis issues.  My response was “I’m doing great but as I say it, I realize that I don’t want to come across as being insensitive or insincere. I fully realize the tremendous financial pressures and health care concerns that our [...]

By |2020-04-16T00:37:13+00:00April 5th, 2020|Uncategorized|Comments Off on Coping with Adversity:
Leadership Concepts During COVID-19
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