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Article: A Post-Tax Season Marketing “Game Plan”

  You know how it is -- some tax seasons feel like you just came out from under a rock and can start seeing daylight again!  Have spent three or more months of intense client service, marketing can now come back to the forefront.  Before launching into your efforts, it is important to have effective [...]

By |2019-04-19T23:12:30+00:00April 19th, 2019|News|Comments Off on Article: A Post-Tax Season Marketing “Game Plan”

“CPA Marketing News” – March 2019

Our latest issue of “CPA Marketing News” has just been published. See it for these topics: Is it time for your firm to rebrand? Social Media: Research Shows Current Trends Service Profile of the Month: Personal Coaching Services Read this newsletter

By |2019-04-25T21:45:43+00:00March 30th, 2019|News|Comments Off on “CPA Marketing News” – March 2019

Is it time for your firm to rebrand?

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 |2019-04-19T21:45:48+00:00March 17th, 2019|News|0 Comments

Social Media:
Research Shows Current Trends

Is your firm actively using social media to reach your audience? If not, consider these facts: Around 7 out of 10 Americans use social media to connect with one another, engage with news content, share information and entertain themselves. (Source: Pew Research Center) Approximately 1 million new active mobile social users are added every day – [...]

By |2019-04-19T21:43:27+00:00March 10th, 2019|News|Comments Off on Social Media:
Research Shows Current Trends

“CPA Marketing News” – February 2019

Our latest issue of “CPA Marketing News” has just been published. See it for these topics: How to Get an E-Newsletter Up and Running without Losing Your Mind! 20 Signs That Your Website Needs Updating Service Profile of the Month: Part-Time Director of Marketing Read this newsletter

By |2019-03-15T23:06:11+00:00February 27th, 2019|News|Comments Off on “CPA Marketing News” – February 2019

Article: How to Get an E-Newsletter Up & Running without Losing Your Mind!

  E-newsletters can be an effective business development tool - but getting started can be a challenge.  Here is an edited Q&A session with marketing guru Kevin W. Brown, M.B.A. exploring the issues: Q. Some of our professionals think an e-newsletter would be a great idea, while others think no one will read it.  Which [...]

By |2019-03-15T23:07:50+00:00February 20th, 2019|News|Comments Off on Article: How to Get an E-Newsletter Up & Running without Losing Your Mind!

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