Marketing

If you’ve ever listened to or watched “The Dave Ramsey Show” or another financial advice program that features people who have turned around their finances, you’ll frequently hear the host ask what prompted the people to make a change. Often, it was a crisis—a lost job or a major health problem, for example.

Many client relationships start with a consultation of some sort, but that may leave some tax professionals wondering whether they can charge for it.

Congratulations, now that you’ve made it through the end of busy season and managed to put all of those long evenings in the office in the rear-view mirror, it’s time to get back to business. Now is a great time to revisit your firm’s strategic plan for 2016.

Our favorite firm slogans from around the CPA profession.

I recently attended the Legal Marketing Association conference in Austin and got to hear several fascinating presentations. While the content of this one was specifically focused on attorneys, naturally, the trends apply to most professional services.

Who would ever think that the most important part of a shoebox with a client’s tax information was the shoebox? Not me, and I lost a client because of it.

Specialization is a key tactic for today’s accounting firm, according to the marketing experts, managing partners and AICPA leaders who spoke at the 2016 AAM Summit.

Whether you're selling toys or financial services, business people dream of organic growth.

Did you ever hear that accounting firms, particularly the larger ones, don’t provide distinctive client service and only compete on price?

Thomson Reuters is providing accounting firms with content they can use for marketing through social media such as Twitter and Facebook.