Why Should Your Firm Build a Brand Manual?

Why Should Your Firm Build a Brand Manual?

By Sammi Dittloff / November 8, 2022

At the end of the year, it’s important to take stock of the things you’ve accomplished, as well as what may have slipped through the cracks. Did you try to do too much, only to wind up doing nothing? Do you find yourself going back to the drawing board time…

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CRM Options for Smaller Accounting Firms to Consider

By Lynn Olanoff / November 1, 2022

Customer Relationship Management – or CRM – can be a lot to manage no matter the size of your accounting firm. So if you’re among the smaller accounting firms, CRM might seem especially intimidating. But it doesn’t have to be. There are some upsides to CRM for smaller accounting firms,…

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5 Valuable Marketing Assets Your Team Needs Going Into 2023

By Charlie Beeler / October 27, 2022

As CPA firm marketers, we hold the responsibility of finding new, creative ways to stand out from our competitors. And in our fast-moving world where consumers are hit with upwards of 10,000 advertisements each day, it’s safe to say it’s more important than ever to communicate your messages not only…

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Articles of Interest

Articles of Interest: Recruiting

By Leah Yoneda / October 19, 2022

Marketers are being asked more and more to get involved in recruiting for their firms. Here are four articles to help you get started. Why HR and Marketing Should Work Together This article has helpful definitions and diagrams of exactly how HR and Marketing can combine forces for good and…

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12 Bewitching Recruiting Ideas

By Rachael McGrew / October 19, 2022

Recruiting can be scary if you’re just getting started helping your firm in this area. Here are 12 bewitching ideas that make recruiting less scary. 1. Revamp your job descriptions with compelling copy 2. Create killer recruiting content like Day-In-The-Life posts or videos, employee testimonials or customized landing pages 3.…

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Supporting your Recruiting Team

Supporting your Recruiting Team During the Great Resignation and Beyond

By Tanya Doescher / October 19, 2022

We have all heard about the “Great Resignation” and how the talent pool for the accounting profession is dwindling. If you are new to marketing for accounting, you are likely wondering what the reality of the current accounting profession landscape is and how you can contribute to the recruitment process…

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Team reviewing Marketing Tech Stack options for CPA Firms|Team reviewing Marketing Tech Stack options for CPA Firms

Marketing Tech Stack for CPA Firms: Go-To Tools for All Budgets

By Brooke Sorensen / September 22, 2022

If you’re a CPA firm looking for marketing technology, it can feel like there are too many options to choose from. You might be overwhelmed by the number of tools available, or maybe you’re not sure which ones are right for your firm. This article will help simplify your decision…

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Marketing Strategy Planning|

Marketing Strategy Planning — Where to Start?

By Tanya Doescher / September 20, 2022

Does your firm have a marketing strategy in place today, or are you finding yourself starting from ground zero and unsure where to begin? Whether you are new to accounting marketing, or are in a position to create a marketing strategy plan, knowing what information is needed to get started…

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Marketing Strategy

Articles of Interest: Marketing Strategy

By Susan Ross Wells / September 20, 2022

It could be your most important project all year: building your marketing plan, a strategic document to guide your marketing priorities, and the initiatives to support your firm’s growth plan. But many of us struggle to get this done for many reasons. Here are four articles to help you dive…

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Your 2023 Marketing Plan|

Fresh Approaches for Your 2023 Marketing Plan

By Leah Yoneda / September 16, 2022

If you have a calendar year-end, you’re probably already deep into planning and budgeting for next year. You’ve read multiple “how to adapt to a post-pandemic world” articles. The kids have returned to school, and hopefully, you took an actual vacation this summer. Socio-economic-geo-political news continues to pelt your brain,…

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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.