Sales and Marketing

What’s holding your accounting firm back? Chances are it’s not your marketing, your business model or your methods holding your firm captive.

How many times does your target audience need to be exposed to a message before it triggers a response?

Many colleagues and clients get tangled in the daily merry-go-round that consumes much of their time while pushing aside creative, innovative and big picture thinking about their business, how they got there and where they are going.

When you start marketing your firm using a variety of marketing tactics at once, you will soon realize that all leads are not to be treated equally.

It’s one thing to take the time and effort to create a well-conceived marketing program designed to grow your accounting firm and it can be quite another to get critical stakeholder buy-in.

Peter Weitsen and I started our practice, MendlowitzWeitsen LLP, on July 1, 1988. My life has been enriched every moment of our partnership, which continues even now as part of WithumSmith+Brown, PC.

Respondents to the survey, conducted by the Association for Accounting Marketing, CPA Trendlines and Capstone Marketing, were generally optimistic about their profession.

Marketing success, or success in any endeavor, does not just appear. It needs deliberate planning and execution.

One thing I am good at is leveraging something I did.

The wealth management firm is changing its name and leadership structure to reflect its relationship with Wipfli, effective June 1.