Sales and Marketing

As firms grow, they need to move their sales pipeline from inside their head into a more formal process, says Sarah Dobek of Inovautus Consulting.

Creating unique, clear and meaningful names for your offerings sets your firm apart from competitors and communicates value more effectively to clients.

Fish are literally jumping into the boat these days, and accounting firms need to ensure that they get the best possible catch.

Niching down your CAS practice makes marketing easier … and more effective.

SafeSend announced the rebrand of SafeSend Suite to SafeSend One, which now features the new Next Gen Gather AI solution to help professionals gather client documents.

Cross-selling is the lifeblood of every professional services firm, but it's also the bane of accounting firm partners.

What clients like to believe; Tax Court fun; auditing REITs; and other highlights from our favorite tax bloggers.

Firms often operate under the misconception that if someone has not sold accounting services, they never will.

Optimizing your presence online can maximize the reach of your client advisory services practice — and all your other practices, as well.