Marketing

Professional services companies such as CPA firms are unique animals when it comes to marketing.

In today’s digitally driven world, properly utilizing social media is necessary for companies who want to remain relevant and competitive—and that includes accounting firms.

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.

The look will create a unified look-and-feel for the institute, CIMA, and their global joint venture.

Accounting firms can learn a lot from how PwC handled the Oscars

It’s busy season again: a time when you can barely breathe as you hurry to complete returns for clients who often wait until the very last minute to submit tax preparation documents.

Names are a sensitive topic, especially to partners who have earned their name on the letterhead.

Refreshing a practice’s image often finds accountants considering a new moniker; in this podcast, Aprio managing partner and CEO Richard Kopelman and chief marketing officer Danielle Berg share what led them to an unusual new name for their Top 100 Firm.

There have never been more ways to promote your firm – but that range of options can end up being a little overwhelming. BeachFleischman marketing director Eric Majchrzak, a pioneer in the field, offers valuable guidance in this podcast, with a particular focus on the role of social media.

Feeling overwhelmed by the many options available today for raising the profile of your firm? Here are some more.

The Atlanta-based Top 100 Firm has chosen a new name based on root words for "head" and "heart."