CPA Firms Are Tweeting Social media continues to grow in popularity in the accounting marketing profession. Most firms are already using Facebook (for recruiting purposes at a minimum) and LinkedIn for professional networking opportunities. The format of joining the site, creating a profile and searching for connections or friends you know in the “offline”... [Read more accounting marketing tips]

As a new or young accountant there are a number of responsibilites and challenges on your plate. Much of your time is dedicates to training on regulations (such as GAAP, tax codes, etc), internal firm processes, the studying for the CPA exam, CPE courses if you are credentiaed, not to mention the day to day tasks associated with client service and delivery.... [Read more accounting marketing tips]

A Success Story CPA and accounting firms are beginning to understand that social media marketing is truly a tool that can help drive practice growth. While there are some firms that understand the benefits of social media there are still many that are struggling to see how tools such as blogs, Facebook, LinkedIn and other such sites can have a meaningful... [Read more accounting marketing tips]

CRM in Accounting & CPA Firms A recent survey conducted by Templeton Consulting, a technology consulting firm that specializes in working with accounting and CPA firms, reveals that CPA firms are lagging behind businesses in other industries in adopting CRM technology. According to the article, “Unlike other professional services firms, more... [Read more accounting marketing tips]

Executive Telemarketing In The Lead Generation Mix In my travels across the web I found a great article on how to conduct an executive telemarketing program. While the buzz around social media and digital media marketing is growing louder, traditionally effective lead generation tactics like this one are being pushed aside. What makes the situation... [Read more accounting marketing tips]

Whatever stage you are in your career it is appropriate to periodically step back and ask yourself the question, “Where am I going in my career and more specifically: Do I want to grow my practice to the next level? Do I want to get promoted? Do I want to become the “go to” person in my field? If you answered “yes” to any of these questions,... [Read more accounting marketing tips]

An important perpsective for accounting and CPA firms. The emergence of social media marketing has left many accounting and CPA firm Partners scratching their heads trying to figure out if/how they should leverage these new technologies to drive business development and lead generation efforts. I believe many are sitting on the sidelines to assess whether... [Read more accounting marketing tips]