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.

The accounting and tax prep software giant unveiled a new logo, which it says the evolution of its products over the years.

Crypto accounting; DOJ still at it; IRS.gov problems; and other highlights from our favorite tax bloggers.

This the second rebranding for the Top 100 Firm, which focuses on food and agriculture clients, since it was formed by a merger in 2014.

The cloud hosting provider added a new CTO and VP of strategy, while EZLease launched a free option, Payoneer is offering Form 1042 support; and other news and updates from the accounting technology world.

Good points to the IRS; avoiding partnership; sharpen your marketing; and other highlights from our favorite tax bloggers.

Many professional service firms don't realize that many referrals come from people who aren't paying clients.

Taxes versus budgets; meaning of gross taxable income; new blog in town; and other highlights from our favorite tax bloggers.

The AI-based accounts receivable software developer announced it has changed its name to Aiwyn.

The provider of cloud-based audit and accounting software has revised its global brand to reflect changes within the industry.