Sales and Marketing

With so many firms undergoing mergers and acquisitions as part of their overall growth strategy, knowing how to handle these brand transitions smoothly is a critical component of a firm’s long-term viability.

Most firms face a never-ending challenge finding and acquiring new clients. According to a recent study, over 70 percent of firms make business development a major priority. Here are five basic mistakes that undermine many firms’ ability to attract new business.

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.