Posts By
Taylor Bartosiewicz
Taylor Bartosiewicz is a Marketing Associate Level 3 for Yeo & Yeo, a leading advisory firm in Michigan. Her role is to support the marketing strategy of Yeo & Yeo's family of businesses. She creates marketing materials, including advertisements, blog content, and social media posts, to show how Yeo & Yeo helps its clients, community, and colleagues thrive.
Unlike most careers in public accounting, marketing doesn’t come with a predefined roadmap. Many of us enter accounting marketing as generalists, learning a little bit of everything along the way. We write articles, coordinate events, update websites, manage social media, support business development and jump in wherever help is needed.…
If you’re a solo marketer or department of one, you’ve probably had this experience: someone at the leadership level says, “We really need to focus on client experience.” Suddenly, every eye in the room turns to you. It’s a lot. And the concept of building a full client experience program…
With mergers and acquisitions, there are a million moving parts. But one area that often gets overlooked until it’s too late is digital. By digital, I mean all the online assets that represent your firms: websites, social media accounts, Google Business profiles, email platforms, CRMs, analytics and even paid ads.…
Okay, let’s be honest — building an intranet is not one of the most exciting projects in the world. It’s a beast. Especially for marketers who are tech-savvy enough to be dangerous but nowhere near developers. So when my firm kicked off an ambitious 12-week overhaul of our intranet —…
Just the Facts Name: Fallon Morrissey Title: Content Marketing Manager Years of Experience: Almost five years in accounting marketing, with 10 years of total marketing experience College Name & Degree(s): University of Wisconsin-Madison (go Badgers!); Bachelor of Arts, Psychology Firm Name: Wegner CPAs Firm City & State: Madison, WI Firm…
Marketers love talking about personas. They’re creative, people-focused and help us imagine what matters to the individuals we’re trying to reach. But when you start working more closely with business development, you’ll hear another term come up: Ideal Customer Profiles (ICPs). ICPs may not sound as exciting as personas, but…
So, you’ve decided it’s time for a rebrand—congrats! You’re about to embark on an exciting (and at times, long and challenging) journey. Rebranding is more than just a new logo; it’s about redefining how your firm looks, sounds and feels. It’s a major investment, and the first step to making…
Consistent branding in firm-wide emails can improve recognition, streamline responses, and even reduce phishing risks. At Yeo & Yeo, we developed branded “Connection” emails for key internal functions—ensuring the right messages reach the right people. Check out the infographic to learn more about the benefits and how you can implement…
I rely on three powerful (and free!) AI tools every day: ChatGPT, Perplexity and Copilot Chat. But what makes each one unique? Check out this infographic to learn more about the strengths, ideal use cases and potential drawbacks of each.
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Beyond the Database: Building a CRM That Fuels Business Development
Nikki Burgeson | UHY-US
In this episode, Chris Camara speaks with Nikki Burgeson about the critical role of CRM systems in business development, particularly within professional services.