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Welcome to Prospectville

Posted October 08, 2020 by David Buffaloe

September saw NFL and college football starting to come back to life, bringing a much-needed boost to many people’s spirits as the COVID-19 pandemic continues. Along with many other Americans, I spent last weekend cheering on the guys from my fantasy football team. 

Webinar for Accounting Marketers: Using Industry Intelligence to Grow Your Firm

Posted May 28, 2020 by Laura Stidham

Across many industries, marketers are consistently asked to do more with less. Oftentimes, when the budgetary belt has to be tightened, marketing’s budget is the first to get trimmed. It’s an ongoing challenge for people in this line of work.

Using Industry Research to Address Succession Planning

Posted June 14, 2019 by Nicolle Bouffard

This week, I read an article that got me thinking about the importance of succession planning for business owners. The article, entitled “CFOs not doing enough succession planning,” referenced a study conducted last year, which revealed that only a third of CFOs surveyed said that there was a succession plan in place for their roles....

The Most Valuable Advice Financial Pros Can Offer to Business Owners

Posted February 21, 2019 by Nicolle Bouffard

If you are an accountant or financial advisor, it’s a busy time of year for you as clients work on filing their tax returns. While this makes for good accounts receivable for the next few months, what are you doing to provide year-round value to your clients? For accountants and CPAs, as well as bankers and financial planners, one area...

How to Make CPAs an Ongoing Source of Bank Referrals

Posted February 15, 2018 by viqadmin

”Centers of influence”(COIs) are a select group of people who can help to increase your access to and credibility with your target market by providing their referrals, testimonials, and word-of-mouth endorsement. Professionals such as realtors, insurance agents, and of course bankers had figured out that having a steady stream of...

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