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Add Value to SBDC Client Meetings with Industry Intelligence

Posted August 06, 2020 by Courtney Farfour

As a small business development center (SBDC) counselor, you see a wide range of entrepreneurs looking to you for guidance on how to make their dream of starting a business come true. But having in-depth knowledge on a multitude of industries can be time-consuming.

Outside the Box: Using Industry Intelligence to Offer Alternative Ideas

Posted August 04, 2020 by Bobby Martin

This is the third in a series of five blog posts about how to create and implement a “SMART” strategy to manage client relationships — one that incorporates personalization and industry expertise into every client interaction. By using this tailored approach, your team will boost your organization’s sales conversion success and deepen...

Making More Informed Recommendations with Industry Intelligence

Posted July 28, 2020 by Susan Bell

This is the second in a series of five blog posts about how to create and implement a “SMART” strategy to manage client relationships — one that incorporates personalization and industry expertise into every client interaction. By using this tailored approach, your team will boost your organization’s sales conversion success and...

Building Confidence: Residential Construction Shows Signs of Hope

Posted July 23, 2020 by Bill Walker

On Friday, the U.S. Census Bureau and the U.S. Department of Housing and Urban Development released their Monthly New Residential Construction Report for June, and it reveals some hopeful data. All of the report’s top-level numbers were moving in the right direction, up over May’s stats — some substantially. But as a reality check on...

Using a Strategic Mindset to Build Trust with Clients and Prospects

Posted July 21, 2020 by Bobby Martin

This is the first in a series of five blog posts about how to create and implement a “SMART” strategy to manage client relationships — one that incorporates personalization and industry expertise into every client interaction. By using this tailored approach, your team will boost your organization’s sales conversion success and deepen...

A Closer Look at Who is Getting PPP Dollars

Posted July 09, 2020 by Bill Walker

You’ve probably seen the headlines this week about the government’s release of more details about who received money from the Paycheck Protection Program (PPP). There were some surprises in there about the amount lent to organizations like private equity and wealth management firms, as well as not for profit organizations. But much of...

Questions Surround the Final Phases of Reopening

Posted June 29, 2020 by Bill Walker

There’s been broad confusion about the “phases of reopening” the U.S. economy. The White House created a recommended three-phase plan back in April, yet it specifies that it is ultimately up to each governor to determine what works best for their state’s situation and level of COVID-19 spread. Places like New Jersey, New York, and...

Industry Spotlight: Grocery Stores

Posted June 15, 2020 by Amy Short

The nation’s 41,000 grocery stores have experienced a raucous 2020, due in large part to the COVID-19 pandemic. While grocery retail is a low margin, high volume business, sales surged during the second quarter of this year, driven by panic buying and a resurgence in home cooking.

Jobs Numbers Improving… But Still a Long Way to Go

Posted June 11, 2020 by Bill Walker

The Bureau of Labor Statistics released their May employment data on Friday, June 5, and there were some pleasant surprises. After March and April’s freefall, employers added a record 2.5 million jobs in May. The unemployment rate fell from 14.7 percent in April to 13.3 percent in May — though that is still a record high level.

Why a Crisis May Be Prime Time for Accounting Marketing

Posted June 04, 2020 by Nicolle Bouffard

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...

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