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Marketing and Growing Your Practice

Editors' Picks

  • 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

  • BizActions Offers CPA Firm Survey Tool

    February 9, 2010

    BizActions, 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.

  • Teaching Clients 'Rich Habits'

    February 4, 2010

    CPA 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.

  • Michael Daszkal and Brian Swanson

    February 3, 2010

    What'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.

  • Avoiding Bad Investments in Your Marketing

    February 3, 2010

    Like your finances, your firm’s marketing efforts should be reviewed on a regular basis to ensure that your short- and long-term plans are in order.

  • Theismann to CPAs: You Are the Conscience of America

    January 21, 2010

    Joe 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.

  • A logo is only a brand if it's on a cow

    January 11, 2010

    Proper branding means philosophy, not logos and taglines

  • BizActions Creates Marketing Campaign Library

    January 8, 2010

    BizActions has introduced a Campaign Library aimed at helping accounting firms and other professional services firms with their marketing campaigns.

  • JHI Accounting Network Outsources Management

    January 7, 2010

    JHI, a global network of independent accounting, business advisory, and financial consultancy firms, is now being managed by CMA Association Management, as of Jan. 4.

  • Quark Offers Web-to-Print Service for Small Business

    January 6, 2010

    Publishing software provider Quark has introduced a new Web-to-print service for small businesses, including accounting practices.

  • Top Firms: Call for Applicants

    December 22, 2009

    Accounting Today is in the midst of compiling its annual lists of the Top 100 Firms and Regional Leaders.

  • Report Identifies Emerging Opportunities for Firms

    December 16, 2009

    A new report from the Bay Street Group research firm describes the key factors driving new opportunities for accounting firms in this difficult business environment.

  • Tomorrow's news

    December 14, 2009

    You'll be seeing a few changes on Accounting Tomorrow in the coming months.

  • FIRMS

    December 14, 2009

  • Now's a perfect time to get profitable

    December 14, 2009

    It looks like we are going to be in a tough economy for the foreseeable future.

  • CPA firms answer SOS calls from small biz clients

    December 14, 2009

    The economic storm is battering companies nationwide, and small businesses are not immune to its fury.

  • CPAs get credit flowing to cash-starved SMBs

    December 14, 2009

    The recession has taken its toll among the shop keepers on Main Street.

  • Foul-weather gear: Strategies for facing the storm

    December 14, 2009

    While the economic crisis continues, it's a constant challenge for small businesses just to weather the storm.

  • HSNO Adds Guidance’s EnCase to Forensic Practice

    December 11, 2009

    Forensic accounting firm Hagen, Streiff, Newton & Oshiro, has added Guidance Software’s EnCase Portable and Field Intelligence Model software to its practice.

  • Emotional Intelligence is Critical to Firm Success

    December 3, 2009

    As businesses seek to turn information into knowledge, CPAs will assume more advisory roles by combining traditional services with consulting services.

  • AccountingMatch Expands to New Markets

    November 18, 2009

    A Web service that matches small businesses with accountants is expanding into nine new markets.

  • Learning how to make rain

    November 16, 2009

    Start developing your business development skills

  • PRACTICE NEWS

    November 16, 2009

    California 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.

  • A lesson from South of the Border

    November 16, 2009

    Driving targeted clients and prospects to your Web site is critical

  • Loucks Adamek Becomes Sousa & Weber

    November 9, 2009

    Loucks, Adamek, Ashegian & Co. has changed its name to Sousa & Weber and expanded its services.

  • Marketing and Selling Must Be a Process

    November 5, 2009

    In 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?”

  • Taking a Targeted Approach to Social Networking

    November 3, 2009

    On a personal level, social media offers an easy-to-use platform to share information and connect with friends.

  • What Do Your Clients Really Think of You?

    October 13, 2009

    Do you really know what your clients think of your firm, staff and services?

  • Smart Marketing in 2010

    October 1, 2009

    Generally regarded as recession-proof, the accounting industry has been less affected than others by the recent economic turmoil hitting the U.S. economy.

  • Fortifying Client Relationships

    September 29, 2009

    Client retention is an essential ingredient of a solid marketing plan.

  • Calling All Technology Pacesetters!

    September 22, 2009

    Accounting 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.

  • Financial Advisors Identify Ways to Build Business

    September 15, 2009

    Financial advisors and wealth managers are doing better with their business-building efforts by using marketing and social media, according to a new survey.

  • PDI Global Offers Social Media Starter Package

    September 9, 2009

    PDI Global has introduced a Social Media Starter Package to help more accounting firms incorporate social media into their marketing programs.

  • The Top Forensic Accounting Tools to Grow Your Practice

    September 2, 2009

    As 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.

  • Weaver and Tidwell Unveils New Service

    September 1, 2009

    Regional 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.

  • Kit Helps Firms Host QuickBooks User Conferences

    August 28, 2009

    Accounting 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.

  • Turn Up the Volume on Marketing

    August 21, 2009

    The knee-jerk reaction to the significant downturn in the economy is to cut, cut, cut - each and every expense line on your income statement.

  • Lyndon Group Adds Privacy Services Practice

    August 12, 2009

    Accounting firm Lyndon Group has created a privacy leadership services practice area tailored to servicing local small and midsized businesses.

  • Accounting Social Network Launches

    August 11, 2009

    Fox Coaching Associates has created HubStreet, a social networking site designed to bring together accountants, lawyers and bankers, and foster referrals.

  • AAM Upset at Inside Views Column

    August 7, 2009

    WebCPA received a complaint from the Association for Accounting Marketing in response to a recent Inside Views column.

  • Turn up the volume on marketing

    August 17, 2009

    The knee-jerk reaction to the significant downturn in the economy is to cut, cut, cut - each and every expense line on your income statement.

  • Tips on Implementing CRM Software at Your Firm

    July 30, 2009

    Like the Obama administration, accounting firms may want to focus these days on building more infrastructure.

  • AAM Replaces Management

    July 29, 2009

    The 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.

  • PDI Global Launches Tax and Accounting Alerts

    July 27, 2009

    PDI Global has created an e-mail alert program that provides firms with news to send to their clients about tax and accounting changes.

  • Personal Privacy vs. Firm Policy in Social Media

    July 17, 2009

    Ever since social media began invading the business landscape, there’s been a conundrum over how to balance personal privacy and firm policy.

  • A New Generation: Firm 2.0

    July 2, 2009

    A Firm 2.0 is one that utilizes Web 2.0 technology to create efficiency and improve productivity in all aspects of its operations.

  • KraftCPAs Forms Health Care Consulting Affiliate

    June 25, 2009

    Tennessee-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.

  • Research Looks at Successful CPA Firm Management

    June 23, 2009

    New research into CPA firm management will be described in a series of monthly webinars from the Bay Street Group and Capstone Marketing.

  • Strategic Growth Planning in a New Participatory Culture

    June 18, 2009

    How would you like to experience the same kind of explosive growth as Google, Wikipedia, Facebook or YouTube?

  • Don't Fight New Technologies - Leverage Them!

    June 17, 2009

    As 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.

  • Clifton Gunderson Moves HQ to Milwaukee

    June 1, 2009

    Clifton 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.

  • J.H. Cohn Sees Revenues Rise 11 Percent

    May 19, 2009

    Super-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.

  • Leap from accountant to consultant!

    May 18, 2009

    Admit 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.

  • Meyers Norris Penny Leverages Web 2.0

    May 13, 2009

    Accounting firm Meyers Norris Penny has launched an upgraded Web site that takes advantage of new Web technologies.

  • Managing Partners on Firm Mergers: Be Prepared to Change!

    May 6, 2009

    In 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.

  • 10 Things I Know About Today's CPA Industry

    May 4, 2009

    Between 2002 and mid 2008, CPA firms enjoyed one of the biggest booms in the profession’s history. Business was so good that most firms stopped proactive marketing because they couldn’t handle any more business.

  • Dixon Hughes Combines with Presser Lahnen

    April 30, 2009

    CPA 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.

  • Capitalize on Your Most Precious Partnership

    March 1, 2009

    Various partner programs are available to accountants from broker/dealers, financial services firms, payroll service bureaus, and software vendors.

  • Put Your Association to Work for You

    March 1, 2009

    A quick web search for the phrase 'CPA associations' yields about 1.4 million entries.

  • Leverage a Strategic Network of Peers to Generate Revenue

    March 1, 2009

    Networking groups are increasing in popularity as a viable means to connect with a community and leverage members' strengths and expertise.

  • Court Approves Deloitte's BearingPoint Purchase

    April 20, 2009

    The 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.

  • J.H. Cohn rolls out new campaign

    April 19, 2009

    New 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."

  • Marks Paneth Merges in Local Firm

    April 16, 2009

    MPS adds a partner and staff in Tarrytown, N.Y.

  • Chicago CPA Firm Gets High Marks on Peer Review

    April 16, 2009

    Porte Brown earns bragging rights.

  • BDO International Unveils Hong Kong Merger

    April 16, 2009

    New, larger HK firm will be known as BDO Ltd.

  • Wiss Combines with Freeman & Davis

    April 15, 2009

    Merger expands firm in New York, adds niches.

  • Horwath Becomes Crowe Horwath

    April 3, 2009

    Accounting firm network Horwath International has changed its name to Crowe Horwath to emphasize its association with Crowe Chizek.

  • MARKETING MAGIC: Surveys Point to Tax, Consulting Opportunities

    March 31, 2009

    A 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.

  • Intuit Unveils Co-Sponsors, Judges for Grant Competition

    March 26, 2009

    As 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.

  • J.H. Cohn Rolls New Ad Campaign

    March 25, 2009

    Northeast 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."

  • 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.

  • Leisha John

    March 19, 2009

    Environmental sustainability director makes Ernst & Young a greener firm.

  • Stimulus may stimulate accountants

    March 15, 2009

    Provisions 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.

  • Government may be the answer!

    March 15, 2009

    Is 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.

  • Smarter marketing - EXPANDED

    March 15, 2009

    Tough times call for smarter strategies, innovative ideas

  • Smarter marketing - FIRM STRATEGIES

    March 15, 2009

    Firms share their most successful strategies and the trends they're noticing.

  • Frank & Freedman Merges with Hirsch Subelsky

    March 10, 2009

    Michigan CPA firms Frank & Freedman and Hirsch, Subelsky & Associates have merged to form Frank, Hirsch, Subelsky & Freedman.

  • Minnesota Accounting Firms Merge

    March 6, 2009

    Accounting firms Kern, DeWenter, Viere and Davich, Wilson, Morrow & Associates have signed a letter of intent for DWM to join KDV.

  • Marketing Your Firm Online

    March 1, 2009

    When 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.

  • Sage Updates MAS Line

    February 24, 2009

    Sage 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.

  • Kellogg & Andelson Acquires Pomerantz

    February 24, 2009

    Kellogg & Andelson Accountancy Corp. has acquired Irwin Pomerantz & Associates, a firm based in Beverly Hills, Calif.

  • Paid Affiliate Program Targets Accountants

    February 23, 2009

    Document 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.

  • Schenck Forms Financial Crisis Team

    February 20, 2009

    Regional accounting firm Schenck Business Solutions has created a Financial Crisis Response Team to help companies challenged by the recession.

  • Mitchell & Titus Merges in Hill Taylor

    February 17, 2009

    Minority-controlled accounting firm Mitchell & Titus has combined practices with Hill Taylor, another minority-owned firm, expanding Mitchell's presence to Chicago.

  • BDO Plans National Ad Campaign

    February 12, 2009

    BDO Seidman plans to launch the firm's first-ever national advertising campaign, encompassing TV, print, digital media and indoor signs.

  • Accounting Tomorrow: The Emerging Leader

    February 9, 2009

    Are 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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