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“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

“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

We are here to support you and keep your firm running

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, [...]

By |2020-03-18T21:29:36+00:00March 18th, 2020|News|0 Comments

Article: Preparing for Marketing Success in 2020

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 [...]

By |2020-04-14T23:39:50+00:00December 9th, 2019|News|Comments Off on Article: Preparing for Marketing Success in 2020

Article – How to Select a Marketing Consultant

Key Questions for Screening   For years, CPA firms have utilized outside marketing consultants to assist in their marketing efforts.  Many of these consultants have performed exceptionally and added tremendous value to their clients’ marketing efforts.  However, some of these consultants have not performed as well, leaving an unfavorable impression for any future consultants.  Why [...]

By |2019-11-13T20:39:35+00:00October 10th, 2019|News|Comments Off on Article – How to Select a Marketing Consultant