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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Mobile device on desk accessing WordPress Plugins|Mobile device on desk accessing WordPress Plugins

WordPress Plugins to Optimize Your Website

By Stephanie Chapa / April 15, 2021

Adding custom functionality to a website may be intimidating for marketers who haven’t developed or managed a website before. In fact, customization projects can either be easier or far more complex than anticipated—often dictated by the specificity of the desired outcome. WordPress sites most commonly use what are called “plugins”…

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Creating Video Content on a Budget

By Sarah Stage / April 8, 2021

The value of video has been well demonstrated, but creating video content on a budget can be a challenge. If cost is a barrier to getting started with video, here are some tools and ideas that can help. Many of these tools have free trials or free versions with limited…

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Illustration of People Using Email Signatures to Amplify Branding

Using Email Signatures to Amplify Branding

By Geoff Jones / March 9, 2021

By using email signatures to amplify branding, accounting firms can extend social media reach, build trust and maximize marketing efforts. This low-cost solution can help highlight service offerings and maximize marketing campaigns and promotions. However, ensuring everyone in an organization has the same email signature can be frustrating. Using Email…

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Illustration of Colleagues Using Remote Collaboration Tools During COVID-19

Remote Collaboration Tools During COVID-19

By Richard Shippee / February 2, 2021

The COVID-19 work environment has changed the way we collaborate with colleagues, perhaps forever. As firms adapt and make use of new technologies, they also are becoming more adept at using them. Several professionals spoke about remote collaboration tools they have adopted to maintain connections with their teams and clients. The…

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.cpa domain extension being searched on Google|.cpa domain extension being searched on Google

.cpa Domain Extension Coming September 1

By Christian Moises / June 18, 2020

Update: Since we initially reported this story, the AICPA and website regarding the new domain extension has updated the registration start date to September 1, 2020, from July 1, 2020. We’ll continue to monitor as more information becomes available. Now, the .cpa domain extension registration rush of 2020 is…

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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.