2020 has been a year packed full of crazy, and this week’s elections are likely to serve up more chaos. I’m not much for conflict. I am certainly not going to dive into a passionate political discussion in a blog or even conversation this week. But I will likely reach out to friends, co-workers, and clients to touch base and let them...

We see you, accounting marketer. We understand that the pressure is on to figure out new ways to set your firm apart from competitors. We also know that you are constantly expected to do more with less, as though you were a magician pulling rabbits out of your hat!

I recently attended a Capstone Marketing webinar entitled, “Marketing Your Accounting Firm in Uncertain Times.” The presenter — Capstone’s founder, Jean Caragher — noted that there are lessons to be learned from the past when it comes to marketing during economic downturns. Accounting firms that continued to market themselves during the...

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.

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....

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...

”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...