Marketing

Many accounting firms share a common problem. They need to get staff, especially younger staff, involved in business development. It often feels like an unending uphill battle. The question is, are we on the right hill?

Industry consultant Martin Bissett has tips for getting CPAs more comfortable with sales.

Tax lawyer Kelly Phillips Erb, aka “taxgirl,” has written for The New York Times and is now a staff writer for Forbes.com, but she never set out to be a famous blogger or national thought leader.

With the regulations that once kept financial advisors and other money-management professionals on the social-media sidelines a thing of the past, the floodgate of tweets, Snaps and Instagram posts should be wide open by now. But the response has actually been quite muted.

For those of us in public accounting, there is a continual need to get new clients. Many times we look beyond what we have for the “new” when the growth is there for the taking.

Capital One’s Spark Business unit is offering some advice to accountants to help them and their small business clients get through the summertime lull and attract more customers.

Social media tools are one way to start radicalizing your firm

For growth, you need more than lunch with a friendly lawyer

Getting your tax or accounting firm in front of customers can be hard with so many competitors on the playing field. However, there are some moves you can make to make sure your firm always has enough work to keep everyone busy.

When I engage in planning workshops, the subject of succession and exit strategies is front and center in the long-term vision of the firm: forcing current partners to look at potential future partners and consider their ability to grow the firm and fund an exit.

If you’ve ever listened to or watched “The Dave Ramsey Show” or another financial advice program that features people who have turned around their finances, you’ll frequently hear the host ask what prompted the people to make a change. Often, it was a crisis—a lost job or a major health problem, for example.

Many client relationships start with a consultation of some sort, but that may leave some tax professionals wondering whether they can charge for it.

Congratulations, now that you’ve made it through the end of busy season and managed to put all of those long evenings in the office in the rear-view mirror, it’s time to get back to business. Now is a great time to revisit your firm’s strategic plan for 2016.

Our favorite firm slogans from around the CPA profession.

I recently attended the Legal Marketing Association conference in Austin and got to hear several fascinating presentations. While the content of this one was specifically focused on attorneys, naturally, the trends apply to most professional services.

Who would ever think that the most important part of a shoebox with a client’s tax information was the shoebox? Not me, and I lost a client because of it.

Specialization is a key tactic for today’s accounting firm, according to the marketing experts, managing partners and AICPA leaders who spoke at the 2016 AAM Summit.

Whether you're selling toys or financial services, business people dream of organic growth.

Did you ever hear that accounting firms, particularly the larger ones, don’t provide distinctive client service and only compete on price?

Thomson Reuters is providing accounting firms with content they can use for marketing through social media such as Twitter and Facebook.