Posts By
Richard Shippee

Digital Graphic that represents the areas that Private Equity Investment in Accounting Firms impacts|Digital Graphic that represents the areas that Private Equity Investment in Accounting Firms impacts

Private Equity Investment in Accounting Firms Elevates Marketers as Key Players

By Richard Shippee / April 21, 2022

Private equity (PE) investment in accounting and advisory firms is on the rise, with the 2021 marriage of New York-based EisnerAmper and TowerBrook Capital Partners marking the highest-profile deal so far. Consolidation in the public accounting industry has accelerated in the past couple of years, with headlines about new business…

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Illustration of accounting marketing professionals working on client relationship management|Illustration of accounting marketing professionals working on client relationship management

Client Relationship Management: A New Paradigm

By Richard Shippee / October 7, 2021

When the COVID-19 pandemic hit, most staff at accounting and advisory firms – and the staff of their clients – packed up and went home. For the firms, however, business didn’t stop or even slow down. In fact, clients needed more services and guidance from their advisors than ever. How…

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Illustration of Accounting Marketers COmpleting a Client Satisfaction Surveys|Illustration of Accounting Marketers COmpleting a Client Satisfaction Surveys

Using Client Satisfaction Surveys to Improve Your Firm’s Client Experience

By Richard Shippee / April 27, 2021

Automated client satisfaction surveys, such as ones offered by Clearly Rated, CX Pilots, Ask Nicely, Alchemer and Qualtrics, are now a common tool in most accounting and advisory firms’ client experience (CX) toolboxes. While these surveys often ask many questions about a client’s satisfaction with particular staff, services or outcomes,…

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Photo of accounting marketers completing remote work on tablets|Photo of accounting marketers completing remote work on tablets

How Remote Work is Different for Accounting Marketers

By Richard Shippee / February 23, 2021

As employees across the globe were sent home to work remotely, people had to figure out what that looked like. Accounting marketers were no exception and have embraced remote work. It took time to figure out new routines and how to interact with team members. Some found themselves working around…

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Illustration of Colleagues Using Remote Collaboration Tools During COVID-19

Remote Collaboration Tools During COVID-19

By Richard Shippee / February 2, 2021

The COVID-19 work environment has changed the way we collaborate with colleagues, perhaps forever. As firms adapt and make use of new technologies, they also are becoming more adept at using them. Several professionals spoke about remote collaboration tools they have adopted to maintain connections with their teams and clients. The…

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Take 5 image representing marketing professionals implementing covid-19 business process changes|Take 5 image representing marketing professionals implementing covid-19 business process changes

Take 5: What successful new processes have you implemented during COVID-19?

By Richard Shippee / December 15, 2020

What COVID-19 Business Process Changes Came to Your Firm? 1. Fine-tuned the event process We have fine-tuned our event process. Our firm had a long-standing tradition of live events. With all the PPP activity and related conversation, we pivoted to our first series of live videos, which were more successful…

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Aligning Marketing and Business Development Fuels Growth

By Richard Shippee / November 17, 2020

Ideally, marketing and business development work hand in hand, but it is important for accounting firm leaders to understand the distinctions between the two functions and to seek alignment between them to accelerate firm growth. While the specific tasks of each role vary among firms, depending on firm size and…

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Person holding Mindfulness rock. Reflection on Diversity & Inclusion Efforts in Marketing CPA Firms

Be Mindful of Inclusive Efforts in External Marketing of your CPA Firm

By Richard Shippee / April 16, 2020

The trend of diversity and inclusion marketing in CPA firms It is now common for marketing departments of CPA firms to incorporate diversity, equity, and inclusion tactics in their materials. It would be harder to find a firm that wasn’t promoting an interest in equal opportunity than the other way…

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Featured: Season 1 Episode 1

Compensation Changes in Accounting Firms – Intersection of HR & Marketing with Andrea Sardon, PBMares

with Andrea Sardone from PBMares

Join host Mike Jones with Andrea Sardone from PBMares as they discuss the changes in compensation within the intersection of marketing and accounting in accounting firms.