Marketing
By: Megan O’Donnell, Eisner Amper and Erica Reagle, Wipfli When transitioning from a small accounting firm to a larger firm, one of the most significant changes you’ll encounter is the sophistication and rigor of metrics and reporting. In larger organizations, leadership demands a more detailed and precise understanding of marketing…
It seems like every other week there is a new announcement about a merger or acquisition happening in the accounting industry. As mergers and acquisitions (M&A) becomes increasingly more frequent, marketers are responsible for ensuring a seamless digital transition. This transition often has the potential to make or break the…
Educational Articles Discussing M&A’s A Better Approach to Mergers and Acquisitions This article summarizes the success of M&As. Justyna Stasik discusses the four ways that M&As bring value to companies. First, acquiring companies use M&A to pursue a broader range of strategies. Second, acquirers are more sophisticated about due diligence.…
As Artificial Intelligence (AI) rapidly becomes an integral part of the business world, understanding and preparing for its impact is essential for any forward-thinking company. The shift towards AI-driven operations is not a distant-future scenario but a reality that is unfolding today, reshaping industries, and redefining how businesses operate. Recognizing…
Creating a public relations (PR) plan involves leveraging various tools and resources to maximize effectiveness. Here are some articles discussing platforms and resources that can help in creating and managing an effective PR plan. PR Tools: A Complete Guide to the Top 30+ Digital PR Tools via Prowly This…
Author: Korby Boswell, Adams Brown Imagine your business developers and brand ambassadors as the frontline scouts of your firm, navigating the complex terrain of your target markets. They’re not just shaking hands and exchanging business cards — they’re gathering intelligence, building alliances and discovering new opportunities. But are you fully…
Public relations can be a challenging task for any marketing team, especially a team of accounting marketers. And let’s face it: accounting isn’t the most glamorous industry. So when you want to tackle the job of public relations, where do you start? What is newsworthy? What do you include in…
Public relations (PR) can work wonders for accounting firms looking to build their brand, attract new clients and boost their reputation. As accounting marketers, we have the exciting job of managing and promoting our firm’s image. If you’re looking to dip your toes into the PR pool, here are three…
Marketing is the perfect place for firms to get started with AI because marketing can do a lot without needing to handle sensitive information, and new AI tools specifically for marketing are being launched all the time. Many are free to get started with and have a choice of paid…
As marketers, we aim to tell differentiated stories about our brands, services and people. In a saturated marketplace, it’s essential to market each effectively and provide our clients with an elevated experience and real-time interactions. What if artificial intelligence (AI) could help us achieve this lofty objective? Recently, AI has…
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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.