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 [...]
Our latest issue of has just been published. Excerpt: The phrase "We can all get through this by working together" is now commonly heard throughout society at large. Your firm is certainly doing everything it can to take care of employees and clients. And you are personally looking after your family and loved ones. The next [...]
Our latest issue of has just been published. Excerpt: Instead of hunkering down and waiting out the Covid-19 pandemic, take a leadership role! Get out in front of the crisis and show your clients and business contacts that your firm is not only responding but being proactive. Clients need to know that they can count on [...]
The phrase "We can all get through this by working together" is now commonly heard throughout society at large. Your firm is certainly doing everything it can to take care of employees and clients. And you are personally looking after your family and loved ones. The next phase is getting involved to help others. If [...]
In developing a client communications strategy during the coronavirus pandemic, the key challenge for most firms is how to communicate that you are caring, empathetic and ready to help vs. appearing that you are greedy and wanting to take advantage of others in a very trying time. On the other hand, is it even worse [...]
Our latest issue of has just been published. Excerpt: The Covid-19 Virus is Highly Unusual – How Will You Respond? Some firms are taking a path of "sit back and wait for it to pass" – is that you? Instead, you should consider a proactive client communications program. Your clients want to know if your [...]
As the Covid-19 virus continues to disrupt our society and economy, The Specialists in CPA Marketing wants to assure you that we are still “open for business” while taking all necessary precautions to protect our staff and clients. We are able to maintain full capabilities to serve all of your marketing needs. This will continue, [...]
The coronavirus Covid-19 outbreak has been a rapidly evolving issue for the economy, as businesses across the country have been temporarily closing. Depending on location, some CPA firms are closing offices and asking employees to work remotely. The Covid-19 Virus is Highly Unusual – How Will You Respond? Some firms are taking a path of [...]
Six Key Steps Managing your firm is always a challenging task. Whether your most pressing issues are personnel, work-in-process, client concerns, vendor relations, or finances, it seems like there is always something that keeps your schedule full, right? With all of these consuming functional areas of your day-to-day work, marketing can often be set [...]
Six Key Steps Managing your firm is always a challenging task. Whether your most pressing issues are personnel, work-in-process, client concerns, vendor relations or finances, it seems like there is always something that keeps your schedule full, right? With all of these consuming functional areas of your day-to-day work, marketing can often be set [...]