Posts By
Alison Simons

For seven great years, I was the head of marketing for a regional CPA firm where I would joke "if it's not a tax return or an audit, it crosses my desk." I was responsible for branding and online marketing, recruiting and firm culture, M&A vetting and communications, business development and proposals, and more. Even though I had a job, I was getting requests from firms to help with their marketing; which is, supposedly, how you know you're onto something good. In 2013 I became an entrepreneur. In order to serve more clients, I attracted a team of really amazing people who focus on specialty areas within marketing because (get ready for one of her catch phrases) "Marketing is one word that means a lot of things" and it's all too much for any one person to be good at. So, now I'm focused on working directly with clients on strategies to help them reach their goals while overseeing more of the activities. I've presented multiple times a the MassCPAs annual conference, and have been featured on the Marketing Mistakes (and how to avoid them), and Stop the Noise podcasts. I've also served as a judge for LMA.

Maximizing CRM Impact: Real-World Examples for Firm Growth

By Alison Simons / April 10, 2024

On March 13th, AAM hosted an AAM High! webinar on Maximizing CRM Impact: Real-World Examples for Firm Growth. Three veteran accounting marketing leaders shared how they’re using their CRM systems to help achieve their firms’ goals. Redpath and Company recently launched a new outsourced CFO/Controller service. This puts the firm…

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Beginner’s Guide: Four of 2024’s Top Trends in Digital Marketing

By Alison Simons / February 21, 2024

Getting started in marketing is exciting, though it can often feel daunting; as though all of the other marketers share a secret code that you only understand bits and pieces of. That’s not necessarily the case for today’s early career marketers! 2024 is poised to bring about innovations that marketers…

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Meet a Member: Becky Livingston

By Alison Simons / January 23, 2024

Name: Becky Livingston Title: Owner, CEO Years of Experience: 25+ College Name & Degree(s): Master’s Internet Technology (Pace University) Mass Communications (Suny Geneseo) Mass Communications and Journalism (Monroe Community College) Technical Programming / Computer Science (Trade School) Firm Name: Penheel Marketing Firm City & State: Closter, NJ Firm Size: 1 employee + independent contractors Email Address: [email protected]

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Seasoned Marketer: Internal Communications’ Impact on Employee Engagement

By Alison Simons / November 17, 2023

As a marketer, you likely spend much of your time focused on external communications. Sending firm emails and newsletters, keeping your website up-to-date, and posting regularly to social media are all part of a robust marketing plan. But are you as focused on your internal communications plan? Thoughtfully and effectively…

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Articles of Interest: Data Analytics

By Alison Simons / September 21, 2023

Our September Articles of Interest include an overview of data analytics and how to use it for customer segmentation and personalization, along with discussing how to use data in your recruiting and retention efforts. Curious how you can use data analytics to develop your performance and KPI metrics? Check out…

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Seasoned Marketer: KPIs Your Partners Actually Care About

By Alison Simons / June 16, 2023

Marketers have access to more knowledge and data than ever before, but collecting data, tracking trends, and reporting on marketing activities for the sake of reporting are not sufficient to gain the respect of our partners. No marketer wants to waste time and resources collecting and presenting data that goes…

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Beginner’s Guide: 8 Ways to Use Your CRM to Level Up Your Recruiting and Retention Strategies

By Alison Simons / May 19, 2023

The business cycle has swung again toward firms’ top goals including recruiting and retention. So, as marketers always do, we pivot! It’s like you’re applying your broad skill to produce recruiting materials, show up on social media and maybe even participate in recruiting events. However, if you haven’t yet deployed…

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Featured: Season 5 Episode 1

The Digital Lead Gen Process For Accounting Firms

with David Toth of Winding River Consulting

Explore expert strategies for digital marketing success with the latest insights on SEO, content strategy, lead generation and more.