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Marketing directors and partners at accounting firms share the same goal: advancing the firm’s brand and helping it achieve specific growth and profitability targets.January 17
Marketing coordinatorMauldin & Jenkins, LLC -
For years, accounting firms have relied on firm partners to use their personal and professional connections, charisma, and contacts to “make it rain” — to bring in new business and revenue that would enable the firm to grow and succeed.January 10
Managing partnerHinge
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The Avantax Wealth Management parent views HK Financial as another way of working with CPAs and tax professionals branching into the field.January 7
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Start 2020 by firing yourself as the boss, CEO or managing partner. Then rehire yourself. As the new, CEO what would you do to justify the confidence you had in you?January 6
PartnerWithumSmith+Brown PC CPAs
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How about a “Christmas” letter about your practice, describing how you did professionally, what you wish you had done and what you now resolve to do next year?December 30
PartnerWithumSmith+Brown PC CPAs
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Today’s complex and highly integrated business environment often requires multiple stakeholders to take part in decision-making.December 26
Managing partnerHinge
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Frequently we are asked to prepare a formal proposal. This is usually done when the client or prospect is considering multiple firms and the decision will either be made by a board of directors or when the person making the decision feels the need to tangibly back up their decision.December 9
PartnerWithumSmith+Brown PC CPAs
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Like the cloud in which many of its functions reside, marketing automation is a relatively fuzzy concept that can be confusing.October 29
Managing partnerHinge
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The virtual curriculum aims to introduce younger staff to the skills and ideas they need to bring in new business.October 21
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Blucora’s Avantax Wealth Management combines two firms that took competing approaches to serving tax professionals branching into wealth management.October 7
