Sales and Marketing

A role that once squarely focused on financial performance management now includes ever-growing operational responsibilities.

The new rule has a profound impact on advisor use of testimonials, performance advertising, and compensation for referrals.

Plus, Bill.com changes branding to just 'Bill'; AltExchange releases Tax Center solution for alternative investments; and other news and updates from the accounting technology world.

Once you complete the steps outlined below, you'll have a clear picture of what your website needs, and how to move forward with your lead-boosting upgrades.

PPP misrepresentation; rebuilding clients' basis; what you're doing wrong; and other highlights from our favorite tax bloggers.

Paying a firm's retirees; email, text and your clients; when the IRS says wrong; and other highlights from our favorite tax bloggers.

Remembering a reform expert; more suggestions for IRS improvement; fluffy nonsense; and other highlights from our favorite tax bloggers.

A recent study in the U.K. found that not many firms use social media, which makes them far less visible to potential clients.

An "integrated marketing communications" approach offers resilience and success when coaxing clients to the top of search rankings.

The Loveland, Colorado-based firm formerly known as KCoe Isom is planning to add a Regional Leader in Montana in January.