Generative AI: How Accounting Marketers Can Navigate the Opportunity and Obstacles of ChatGPT

By Briana Low / December 5, 2023

Hinge Marketing’s Karl Feldman, Managing Partner, and Austin McNair, Senior Marketing Manager, presented an AAM High webinar on generative AI and “How Accounting Marketers Can Navigate the Opportunity and Obstacles of ChatGPT.” Below is a summary (written mainly by ChatGPT) of the presentation on how accounting marketers can navigate the…

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AI in Accounting Marketing: A Transformative Tool with Limits

By Katie Funderburk / September 5, 2023

Artificial intelligence (AI) has the potential to reshape the professional world, including public accounting and accounting marketing. Its transformative power cuts across a wide swath of professional functions, from data analysis to copy generation. Using AI can save time and reduce costs, but as with any new transformative tool, there…

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Business Development: How Business Developers Use MarTech to Drive Engagement

By Danny Estrada / August 18, 2023

Technology is constantly evolving and accounting firms are changing their MarTech stacks to ensure they are keeping clients and prospects close. Not only do they seek to improve what they are doing, they are looking to gain a competitive advantage that leads to growth. When it comes to technology, the…

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Beginner’s Guide & Seasoned Marketer: MarTech Stack Comparison

By Kayla Juba / August 18, 2023

Written by Co-Authors: Rachael McGrew, Landmark CPAs & Kayla Juba, BSSF Marketing technology (MarTech) includes a vast range of software and tools that assist in achieving marketing goals and objectives. CRMs, social media scheduling platforms, graphic design/video editing tools, website hosting software and data analytics software are all examples of MarTech.…

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Articles of Interest: Resources for MarTech

By Lauren Preston / August 18, 2023

As Martech continuously becomes a more relevant (and popular) term for marketers, the content produced on this subject is starting to dominate the internet. We have 4 helpful resources to help your firm navigate into the Martech world. This article provides guidance on selecting a tech stack for accounting firms…

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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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Notes that have "content" written on them for CPA Firm Marketing Skills|Notes that have "content" written on them for CPA Firm Marketing Skills

The Marketing Skills, Talents Top CPA Firms Are Seeking Today

By Katie Cauley / January 11, 2022

Allison Schlegelmilch is focusing on the big picture as she builds her team to meet the growing need for marketing services within her expanding firm. As director of marketing for Pennsylvania-based RKL LLP, she has a team of seven full-time marketing professionals and knows what the top CPA firm marketing…

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Accounting Marketing Professional reviewing Martech strategies for firm growth|Accounting Marketing Professional reviewing Martech strategies for firm growth

MarTech Playing More Strategic Role in Firm Growth

By Heather Kunz / November 9, 2021

Accounting and advisory firm marketers need technology to do and tell them more than ever before. While new marketing technology (martech) tools are rolled out every week, it seems, tech-savvy marketers are looking beyond individual tactics to ensure martech solutions integrate with other firm technology to play a bigger role…

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Best Practices for Email Signatures (1)|Best Practices for Email Signatures-social

Best Practices for Email Signatures

By Sarah Stage / June 29, 2021

By following some best practices for email signatures, accounting firms can maximize marketing efforts with every single email their employees send. In a previous post, we talked about email signature software solutions that can help ensure consistency with minimal effort. Now we’ll discuss what goes in to a great email…

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Virtual Collaboration Tools|

Virtual Collaboration Tools in a Remote World – TechNOWlogy

By Geoff Jones / June 21, 2021

Back in the good old days of in-person team meetings, whiteboards and sticky notes played a significant role in brainstorming and strategy. These visual collaboration components are missing from most virtual meetings, but it doesn’t have to be that way. Online whiteboards and digital sticky notes allow teams to collaborate…

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Featured: Season 4 Episode 1

What a Business Development Executive Does

with Danielle Reynolds, Business Development, Manager with Whitley Penn

A business developer’s day involves a myriad of activities from external meetings with business owners and referral partners to scoping calls for initial client connections.