Sales and Marketing

It's impossible to imagine the IRS ever changing its image. Or is it? Three leading global design and brand strategy firms give it a try.

A cautionary tale for April Fool's Day about a CPA who succumbs after a lengthy battle with sales call reluctance.

We often hear firm leaders complain about the lack of cross-selling at their firms.

It is a widely held view that the Giant Four, with Deloitte being the largest, have the brand permission to audit the Fortune 1000. They own that space.

Only 24 percent of American consumers are satisfied with the way accounting firms handle their phone calls, according to a new survey.

Nailing new engagements requires jettisoning some old ideas

John Raspante of NAPLIA explains in this video about how engagement letters can be used for both marketing and liability protection purposes, and how it's a good idea to include provisions related to limitation of liability and alternative dispute resolution.

Stephen Vono of NAPLIA talks about the connection between engagement letters and malpractice claims in this video.

Tax season may not be the easiest time for preparers to develop new business, but it may be the best time, according to Chuck McCabe, president of Peoples Income Tax.

Given that tax prep businesses, like all businesses that depend on repeat customers, lose a portion of their client base each year, it is imperative they market themselves and attract new clients just to stay even.