Marketing

Many accounting firms share a common problem. They need to get staff, especially younger staff, involved in business development. It often feels like an unending uphill battle. The question is, are we on the right hill?

Industry consultant Martin Bissett has tips for getting CPAs more comfortable with sales.

Tax lawyer Kelly Phillips Erb, aka “taxgirl,” has written for The New York Times and is now a staff writer for Forbes.com, but she never set out to be a famous blogger or national thought leader.

With the regulations that once kept financial advisors and other money-management professionals on the social-media sidelines a thing of the past, the floodgate of tweets, Snaps and Instagram posts should be wide open by now. But the response has actually been quite muted.

For those of us in public accounting, there is a continual need to get new clients. Many times we look beyond what we have for the “new” when the growth is there for the taking.

Capital One’s Spark Business unit is offering some advice to accountants to help them and their small business clients get through the summertime lull and attract more customers.

Social media tools are one way to start radicalizing your firm

For growth, you need more than lunch with a friendly lawyer

Getting your tax or accounting firm in front of customers can be hard with so many competitors on the playing field. However, there are some moves you can make to make sure your firm always has enough work to keep everyone busy.

When I engage in planning workshops, the subject of succession and exit strategies is front and center in the long-term vision of the firm: forcing current partners to look at potential future partners and consider their ability to grow the firm and fund an exit.