Sales and Marketing

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.

Some accountants bristle at the idea of selling their services.

Have ever completed a profitability analysis on your site? A website is perhaps one of the most valuable weapons in an accountant’s arsenal.

The financial information company Sageworks has entered into a strategic partnership with IndustryNewsletters, an email marketing company for accounting firms and other professional service firms.

WithumSmith+Brown has released another fun dance and music video, an annual tradition at the firm, highlighting a new logo that emphasizes the Withum brand.

A different designation would go a long way in helping CPAs preserve and promote our services.