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Marketing and Growing Your Practice
Editors' Picks
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Top Firm CEOs Highlight Best Practices
From implementing a vision to becoming a global brand to making a commitment to client service excellence, a quartet of chief executives revealed their respective firms best practices and strategies in a marquee session during the second day of the Winning Is Everything confab in Las Vegas. Read more
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BizActions Offers CPA Firm Survey Tool
February 9, 2010BizActions, a provider of e-mail newsletters for CPAs, has introduced BizSurvey, a tool that allows users to create and deploy surveys and aggregate the results.
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Teaching Clients 'Rich Habits'
February 4, 2010CPA Tom Corley, president of N.J.-based Cerefice & Co. and author of "Rich Habits," talks about how CPAs can find success by teaching their clients to be more successful.
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Michael Daszkal and Brian Swanson
February 3, 2010What's it take to matriculate a new marketing director into your firm? Hear Michael Daszkal, CPA and managing partner, and Brian Swanson, director of marketing and business development, of Daszkal Bolton LLP in Boca Raton, Fla., offer tips on how marketing directors can ease themselves into the culture of their new firm and what partners can do to help.
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Avoiding Bad Investments in Your Marketing
February 3, 2010Like your finances, your firms marketing efforts should be reviewed on a regular basis to ensure that your short- and long-term plans are in order.
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Theismann to CPAs: You Are the Conscience of America
January 21, 2010Joe Theismann, the former all-pro quarterback for the Washington Redskins who led that team to a pair of Super Bowl appearances and one world championship, told roughly 300 attendees representing many of the leading CPA firms in the country that one of the best qualities of leadership is the ability to listen.
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A logo is only a brand if it's on a cow
January 11, 2010Proper branding means philosophy, not logos and taglines
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BizActions Creates Marketing Campaign Library
January 8, 2010BizActions has introduced a Campaign Library aimed at helping accounting firms and other professional services firms with their marketing campaigns.
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JHI Accounting Network Outsources Management
January 7, 2010JHI, a global network of independent accounting, business advisory, and financial consultancy firms, is now being managed by CMA Association Management, as of Jan. 4.
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Quark Offers Web-to-Print Service for Small Business
January 6, 2010Publishing software provider Quark has introduced a new Web-to-print service for small businesses, including accounting practices.
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Top Firms: Call for Applicants
December 22, 2009Accounting Today is in the midst of compiling its annual lists of the Top 100 Firms and Regional Leaders.
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Report Identifies Emerging Opportunities for Firms
December 16, 2009A new report from the Bay Street Group research firm describes the key factors driving new opportunities for accounting firms in this difficult business environment.
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Tomorrow's news
December 14, 2009You'll be seeing a few changes on Accounting Tomorrow in the coming months.
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FIRMS
December 14, 2009 -
Now's a perfect time to get profitable
December 14, 2009It looks like we are going to be in a tough economy for the foreseeable future.
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CPA firms answer SOS calls from small biz clients
December 14, 2009The economic storm is battering companies nationwide, and small businesses are not immune to its fury.
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CPAs get credit flowing to cash-starved SMBs
December 14, 2009The recession has taken its toll among the shop keepers on Main Street.
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Foul-weather gear: Strategies for facing the storm
December 14, 2009While the economic crisis continues, it's a constant challenge for small businesses just to weather the storm.
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HSNO Adds Guidances EnCase to Forensic Practice
December 11, 2009Forensic accounting firm Hagen, Streiff, Newton & Oshiro, has added Guidance Softwares EnCase Portable and Field Intelligence Model software to its practice.
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Emotional Intelligence is Critical to Firm Success
December 3, 2009As businesses seek to turn information into knowledge, CPAs will assume more advisory roles by combining traditional services with consulting services.
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AccountingMatch Expands to New Markets
November 18, 2009A Web service that matches small businesses with accountants is expanding into nine new markets.
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PRACTICE NEWS
November 16, 2009California adopts 150-hour rule; Thomson Reuters launches new marketing blog; AmerInst signs liability insurance deal; Plante & Moran partner in national calendar; Barfield Murphy named top small workplace.
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A lesson from South of the Border
November 16, 2009Driving targeted clients and prospects to your Web site is critical
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Loucks Adamek Becomes Sousa & Weber
November 9, 2009Loucks, Adamek, Ashegian & Co. has changed its name to Sousa & Weber and expanded its services.
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Marketing and Selling Must Be a Process
November 5, 2009In my travels around the country one of the objections I hear most often from managing partners about the effectiveness of marketing is, How do I determine the return on investment on my marketing/sales expenditures?
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Taking a Targeted Approach to Social Networking
November 3, 2009On a personal level, social media offers an easy-to-use platform to share information and connect with friends.
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What Do Your Clients Really Think of You?
October 13, 2009Do you really know what your clients think of your firm, staff and services?
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Smart Marketing in 2010
October 1, 2009Generally regarded as recession-proof, the accounting industry has been less affected than others by the recent economic turmoil hitting the U.S. economy.
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Fortifying Client Relationships
September 29, 2009Client retention is an essential ingredient of a solid marketing plan.
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Calling All Technology Pacesetters!
September 22, 2009Accounting Today is soliciting submissions for its 2009 Technology Pacesetters, honoring value-added resellers that carry accounting software as a central part of their product line.
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Financial Advisors Identify Ways to Build Business
September 15, 2009Financial advisors and wealth managers are doing better with their business-building efforts by using marketing and social media, according to a new survey.
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PDI Global Offers Social Media Starter Package
September 9, 2009PDI Global has introduced a Social Media Starter Package to help more accounting firms incorporate social media into their marketing programs.
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The Top Forensic Accounting Tools to Grow Your Practice
September 2, 2009As forensic accounting continues to be among the most in-demand client services, firms who are mulling the addition of a forensics unit need to have the most effective and complete 'toolbox' to launch their practices.
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Weaver and Tidwell Unveils New Service
September 1, 2009Regional CPA and business advisory firm Weaver and Tidwell has launched a Transaction Advisory Services practice, an arm providing due diligence and business valuations to private equity companies as well as companies in transition.
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Kit Helps Firms Host QuickBooks User Conferences
August 28, 2009Accounting firm Anderson ZurMuehlen and software developer Forepoint have created a QuickBooks Conference Kit that allows CPA firms, QuickBooks ProAdvisors and others to host their own QuickBooks users conferences.
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Turn Up the Volume on Marketing
August 21, 2009The knee-jerk reaction to the significant downturn in the economy is to cut, cut, cut - each and every expense line on your income statement.
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Lyndon Group Adds Privacy Services Practice
August 12, 2009Accounting firm Lyndon Group has created a privacy leadership services practice area tailored to servicing local small and midsized businesses.
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Accounting Social Network Launches
August 11, 2009Fox Coaching Associates has created HubStreet, a social networking site designed to bring together accountants, lawyers and bankers, and foster referrals.
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AAM Upset at Inside Views Column
August 7, 2009WebCPA received a complaint from the Association for Accounting Marketing in response to a recent Inside Views column.
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Turn up the volume on marketing
August 17, 2009The knee-jerk reaction to the significant downturn in the economy is to cut, cut, cut - each and every expense line on your income statement.
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Tips on Implementing CRM Software at Your Firm
July 30, 2009Like the Obama administration, accounting firms may want to focus these days on building more infrastructure.
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AAM Replaces Management
July 29, 2009The Association for Accounting Marketing has moved its headquarters and replaced its management company in an effort to take the organization to the next level, executives said.
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PDI Global Launches Tax and Accounting Alerts
July 27, 2009PDI Global has created an e-mail alert program that provides firms with news to send to their clients about tax and accounting changes.
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Personal Privacy vs. Firm Policy in Social Media
July 17, 2009Ever since social media began invading the business landscape, theres been a conundrum over how to balance personal privacy and firm policy.
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A New Generation: Firm 2.0
July 2, 2009A Firm 2.0 is one that utilizes Web 2.0 technology to create efficiency and improve productivity in all aspects of its operations.
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KraftCPAs Forms Health Care Consulting Affiliate
June 25, 2009Tennessee-based accounting firm KraftCPAs has created a new affiliate company that will specialize in health care consulting services as Congress prepares legislation to overhaul the health insurance industry.
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Research Looks at Successful CPA Firm Management
June 23, 2009New research into CPA firm management will be described in a series of monthly webinars from the Bay Street Group and Capstone Marketing.
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Strategic Growth Planning in a New Participatory Culture
June 18, 2009How would you like to experience the same kind of explosive growth as Google, Wikipedia, Facebook or YouTube?
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Don't Fight New Technologies - Leverage Them!
June 17, 2009As a flood of rising technologies such as social networking sites, instant messaging and Second Life begin to get a stronger foothold in the CPA profession, firms should begin deploying them in business-centric areas of the firms such as marketing and recruiting.
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Clifton Gunderson Moves HQ to Milwaukee
June 1, 2009Clifton Gunderson has moved its headquarters from Peoria, Ill., to Milwaukee, making it the largest accounting firm to be based in Wisconsin, as new CEO Krista McMasters takes the reins.
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J.H. Cohn Sees Revenues Rise 11 Percent
May 19, 2009Super-regional CPA and business advisory firm J.H. Cohn LLP posted annual revenues of $246.4 million, an 11 percent rise over the year-ago period.
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Leap from accountant to consultant!
May 18, 2009Admit it - you're good at what you do. Clients trust your proven ability to help improve their businesses. Perhaps it's time to enlarge your vision of yourself from accountant to consultant.
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Meyers Norris Penny Leverages Web 2.0
May 13, 2009Accounting firm Meyers Norris Penny has launched an upgraded Web site that takes advantage of new Web technologies.
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Managing Partners on Firm Mergers: Be Prepared to Change!
May 6, 2009In a year that is projected to record a high number of CPA firm mergers, a pair of managing partners told attendees at the AICPA Practitioners Symposium here that both parties should be prepared to navigate through changes in culture and processes that often complicate the consolidation process.
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10 Things I Know About Today's CPA Industry
May 4, 2009Between 2002 and mid 2008, CPA firms enjoyed one of the biggest booms in the professions history. Business was so good that most firms stopped proactive marketing because they couldnt handle any more business.
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Dixon Hughes Combines with Presser Lahnen
April 30, 2009CPA firm Dixon Hughes plans to integrate the practice of Presser, Lahnen & Edelman effective June 1, expanding the super-regional Southeast firm to the Jacksonville, Fla., area.
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Capitalize on Your Most Precious Partnership
March 1, 2009Various partner programs are available to accountants from broker/dealers, financial services firms, payroll service bureaus, and software vendors.
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Put Your Association to Work for You
March 1, 2009A quick web search for the phrase 'CPA associations' yields about 1.4 million entries.
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Leverage a Strategic Network of Peers to Generate Revenue
March 1, 2009Networking groups are increasing in popularity as a viable means to connect with a community and leverage members' strengths and expertise.
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Court Approves Deloitte's BearingPoint Purchase
April 20, 2009The U.S. Bankruptcy Court has given the go-ahead for Deloitte to acquire substantially all that remains of consulting firm BearingPoint's North American public services practice for $350 million.
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J.H. Cohn rolls out new campaign
April 19, 2009New York-Northeast super-regional CPA and business advisory firm J.H. Cohn has unveiled a new ad campaign with the tagline, "The Experience to Face the Unprecedented."
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BDO International Unveils Hong Kong Merger
April 16, 2009New, larger HK firm will be known as BDO Ltd.
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Horwath Becomes Crowe Horwath
April 3, 2009Accounting firm network Horwath International has changed its name to Crowe Horwath to emphasize its association with Crowe Chizek.
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MARKETING MAGIC: Surveys Point to Tax, Consulting Opportunities
March 31, 2009A survey of over 1,000 U.S. adults found that nearly 60 percent didn't know the difference between a tax credit and a tax deduction.
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Sage Upgrades CRM, PFW, Other Moves
March 31, 2009 -
Intuit Unveils Co-Sponsors, Judges for Grant Competition
March 26, 2009As part of its previously announced Power to Get More Done Initiative, which aims to help firms deal with the shaky economy by giving them money to hire extra staff and invest in their business, financial and tax software provider Intuit has announced the co-sponsors and judges for the effort.
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J.H. Cohn Rolls New Ad Campaign
March 25, 2009Northeast super-regional CPA and business advisory firm J.H. Cohn has unveiled a new ad campaign carrying the tagline, "The Experience to Face the Unprecedented."
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Adaptive Planning Teams with NetSuite
March 23, 2009-- Financial planning and reporting services provider Adaptive Planning has become a charter member of NetSuite's SuiteCloud developer network -- a multi-tiered program for software developers to leverage their offerings with NetSuite's online core business products.
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Leisha John
March 19, 2009Environmental sustainability director makes Ernst & Young a greener firm.
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Stimulus may stimulate accountants
March 15, 2009Provisions in the recently signed $787 billion economic stimulus package - the American Recovery and Reinvestment Act of 2009 - will have a ripple effect across all industries, according to experts.
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Government may be the answer!
March 15, 2009Is your firm interested in entering the federal government market? In an uncertain economy, the federal government can be a reliable source of revenues, often with good margins. A terrible economy, ironically, might be about the best time to try, due to a confluence of events - an unending spate of bailout and stimulus initiatives, coupled with the new administration's strong demands for transparency and accountability.
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Smarter marketing - EXPANDED
March 15, 2009Tough times call for smarter strategies, innovative ideas
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Smarter marketing - FIRM STRATEGIES
March 15, 2009Firms share their most successful strategies and the trends they're noticing.
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Frank & Freedman Merges with Hirsch Subelsky
March 10, 2009Michigan CPA firms Frank & Freedman and Hirsch, Subelsky & Associates have merged to form Frank, Hirsch, Subelsky & Freedman.
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Minnesota Accounting Firms Merge
March 6, 2009Accounting firms Kern, DeWenter, Viere and Davich, Wilson, Morrow & Associates have signed a letter of intent for DWM to join KDV.
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Marketing Your Firm Online
March 1, 2009When Justin Curzi tries to convince accountants to use Emochila's Web site services, he encounters the same resistance he did five years ago. They tell him they don't need more clients.
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Sage Updates MAS Line
February 24, 2009Sage North America has released version 1.2 of Sage MAS 90 and 200 Extended Enterprise Suite, adding extra customer relationship management and fixed asset management features.
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Kellogg & Andelson Acquires Pomerantz
February 24, 2009Kellogg & Andelson Accountancy Corp. has acquired Irwin Pomerantz & Associates, a firm based in Beverly Hills, Calif.
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Paid Affiliate Program Targets Accountants
February 23, 2009Document management software developer SmartVault has introduced an affiliate program that pays referral fees to accounting professionals, QuickBooks ProAdvisors and consultants who recommend the software to their clients.
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Schenck Forms Financial Crisis Team
February 20, 2009Regional accounting firm Schenck Business Solutions has created a Financial Crisis Response Team to help companies challenged by the recession.
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Mitchell & Titus Merges in Hill Taylor
February 17, 2009Minority-controlled accounting firm Mitchell & Titus has combined practices with Hill Taylor, another minority-owned firm, expanding Mitchell's presence to Chicago.
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BDO Plans National Ad Campaign
February 12, 2009BDO Seidman plans to launch the firm's first-ever national advertising campaign, encompassing TV, print, digital media and indoor signs.
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Accounting Tomorrow: The Emerging Leader
February 9, 2009Are leaders born or are they made? Are you a firm owner still thinking like an employee? Your new, desired behavior starts with one simple word: change.
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Editors' Picks
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Better ways to get paid
Start with being clear about what you're charging
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IRS Overdue on Paying Hazardous Waste Fee
An IRS processing center in Kansas City, Mo., is overdue on paying a $172.50 fee for a hazardous waste removal permit dating back to 2006.
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Should 401(k) plans be scrapped?
Some have bemoaned the failure of 401(k) plans to provide for our retirement.
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