Posts By
Lauren Preston

Hot Topic/Infographic: Ways to Show Appreciation for Clients

By Lauren Preston / March 21, 2024

Showing appreciation to clients goes beyond delivering exceptional service; it fosters loyalty, strengthens partnerships, and sets your firm apart. A great way to stay top of mind and strengthen your relationship is through gifts. Here are five tips to keep in mind when selecting gifts for your clients:

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Articles of Interest: Digital Marketing

By Lauren Preston / February 21, 2024

This article discusses the basics of digital marketing, providing beginners with a comprehensive understanding of how to navigate this field effectively. Learn how to leverage different types of digital marketing strategies to maximize your business’s online presence and reach your target audience. Discover the five essential steps to…

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Beginner’s Guide: Client Experience: What is it and Where to Begin?

By Lauren Preston / October 30, 2023

Understanding Client Experience Client experience can be defined as the sum of all interactions and engagements a client has with your brand. It encompasses both tangible and intangible elements, including the quality of products or services, customer support, user interface, brand messaging and more. It is crucial to remember that…

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Articles of Interest: Resources for MarTech

By Lauren Preston / August 18, 2023

As Martech continuously becomes a more relevant (and popular) term for marketers, the content produced on this subject is starting to dominate the internet. We have 4 helpful resources to help your firm navigate into the Martech world. This article provides guidance on selecting a tech stack for accounting firms…

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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.