Marketing
In this month’s articles of interest, I am sharing five books on strategy that you can utilize in strategic planning for your firm’s marketing. Although the links are to Amazon, they can also be borrowed for free at your local library or borrowed from online libraries like Hoopla. “The 12…
These days, plenty of firms are at capacity and either not taking on new clients or being very selective about the clients they do onboard. This might limit some of the responsibilities you have as a marketer, but there are still plenty of ways to make an impact! Here are…
Let’s face it. The accounting profession has changed substantially in the past several years, only to be catapulted into true disruption throughout and after the pandemic. In many firms, some changes are for good (flexibility and an increased culture focus), and some are less desirable (isolation, exacerbated talent, and communication…
“Let’s wait until after the 18th.” It’s a phrase we are all familiar with during the height of the busy season. It can be frustrating as an accounting marketer to put everything on hold, especially during a time when the most people are interacting with your brand. So, what are…
Difficult conversations can be painful. Today more than ever, accounting firms are taking a real hard look at their clients and becoming even more selective on the ones they onboard. Most firms are struggling to maintain enough staff to handle their current client base while still having goals for continued…
Keep the Marketing Engine Humming Amid Economic Uncertainty During unpredictable times, how should your firm adjust its strategy and approach to marketing? Read more to learn how marketing leaders can maintain momentum and how they can work to ensure the external perception of their organization remains stable. Having a clear…
We have four tips to maintain a positive client experience (CX) during an economic downturn. Here they are: 1. Practice conversational service by actively listening to your clients and showing empathy for their needs. According to Sharpen CX, customers who have a positive emotional experience are more six times more…
Written by: Art Kuesel Robust pipelines, high fee quotes, escalating minimums, stringent qualification questions and new client waiting lists. This has been the definition of new business development at many CPA firms for about the last year. For many firms, it reflects an about-face from what they knew and experienced…
“It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.” ~Warren Buffett Branding has always been instrumental to CPA firms, but it has not always been intentional. A firm’s brand was likely developed by chance over the…
AAM Volunteerism Can Impact Your Career Fifteen years ago I attended my first AAM Summit. As a “newbie,” I was welcomed not only to the event, but also the association with open arms. I remember being in awe of the leadership and shocked they would invest their time getting to know…
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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.