Business Dev/Sales

Coins Plant

A BDEs Role in Pipeline Management

By Katie Tolin / January 24, 2018

By Katie Tolin When it comes to pipelines, as well as leading opportunities, business development executives (BDEs) have different roles. Some BDEs participate in the process like every partner in the firm; they show up and report their progress when asked. Others are only responsible for managing the sales process…

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Accounting Innovation - Accounting Marketing

How to Use LinkedIn to Generate Leads

By Jessica James / November 29, 2017

LinkedIn is much more than just a social media platform; it’s a strategic outlet for professional development and growth. One of the most effective uses of LinkedIn is as a lead generation tool. This is done first and foremost by building a professional brand establishing yourself as a thought leader.…

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CPA Firm Marketing|business development for accountants

Move over…marketing needs to be at the M&A table

By Bonnie Buol Ruszczyk / October 25, 2017

by Bonnie Buol Ruszczyk You have to be living under a rock not to notice the ever-increasing appetite for growth via mergers and acquisitions in the accounting profession. What seems to get little focus or conversation is the marketing side of these transactions. Some are handled beautifully, outwardly seamless in…

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business development accountants

Using Analytics to Drive Content

By Anna Murphy / March 8, 2017

Analytics: Content Decisions & Drive Leads Like other firms, a large majority of our marketing energy and dollars are now spent on online, inbound tactics. For some more traditional marketers and business owners, the idea of such a digital world may seem overwhelming and scary. But for those willing to…

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Engagement Pricing - CPA Firm Marketing

Pricing an Engagement

By Marsha Leest / December 28, 2016

The synergy between partners, marketing and BD can be powerful. It is playing out in some unexpected ways as the roles of marketing and business development (BD) continue to evolve, particularly in firms that think in terms of long-range planning. In many of these firms, marketing and BD are included…

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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.