Sales and Marketing

Thomson Reuters has introduced Checkpoint Marketing for Firms Emerging Tax and Regulation Alerts to allow accounting firms to keep clients informed about new and proposed tax legislation and regulatory changes.

If firms aren’t proactive, it’s all too easy to drive away clients and lose business (text version).

If firms aren’t proactive, it’s all too easy to drive away clients and lose business.

I think branding is very important. Everyone and every business has a brand. Inattention to branding creates a brand that might not be what you would like, but nevertheless you will have a brand. Branding needs deliberate attention.

I write a lot about a lot of things. On technical topics I never get negative feedback—unless I wrote something wrong, which fortunately has been very rare, and then it is a gentle nudge that perhaps I overlooked or misread something.

Firms need to start making the most of those who make them the most.

Targeted investigations of your markets and prospects can super-charge your business development efforts.

Preparers are divided on the value of promoting themselves during their busiest time.

The look will create a unified look-and-feel for the institute, CIMA, and their global joint venture.

Accounting firms can learn a lot from how PwC handled the Oscars