Sales and Marketing

New York accounting firm O’Connor Davies has launched a new Risk Advisory Group with the help of two veteran accountants formerly with Rothstein Kass, which is now part of KPMG.

If you intended to start a new health regimen after the first of the year, you would start planning for the change, right? Maybe you’d research gym memberships or look into the cost of joining a programmed diet. Perhaps you’d start reading motivational articles to psych yourself up for the new commitment. At a minimum, you’d stock your pantry with healthy food choices or begin making a list for the grocery store.

Capstone Marketing president Jean Marie Caragher offers advice to CPAs on how to plan and focus their marketing activities, in an interview with AccountingToday.com editor-in-chief Michael Cohn at Accounting Today's Growth & Profitability Summit in Boca Raton, Fla.

Financial data provider Powerlytics has crunched the numbers and created a ranking of the most profitable states in which to operate an accounting practice.

With the advent of the holiday season, now may be just the time to market yourself and your staff to potential clients, according to Chuck McCabe, president and chief executive of Peoples Income Tax and The Income Tax School.

The other day I spent an hour drafting a long email detailing out the errors I picked up on in a client’s balance sheet.

It's time to embrace disruptive technologies.

I had lunch recently with a colleague who was surprised when I mentioned that I helped another accountant with a problem and “did not charge him.”

Accounting and financial services firms take pride in winning new clients through referrals and word-of-mouth. In a profession that demands a high level of trust, positive client relationships are essential to building a strong base of repeat business.

Have you ever wondered why your accounting firm lost out on a recent engagement? Do you get frustrated when clients show little interest in utilizing the firm’s additional services that are offered?