As I write this from my own quarantine, I can confidently say we are in uncharted waters. Suddenly we are all trying to figure out how to work remotely, what it means to be flexible and just what needs to be communicated and to whom. As accounting and business advisory professionals, your skills – and…

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It’s 2020 and a website is no longer a novelty; it’s a necessary tool for any serious business. Making that website attractive and easy to navigate is a must, and luckily, website design has evolved to the point that the task can be accomplished without too much difficulty. Too many people see design as “making…

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Follow this Advice and You Will Have a Plethora of Ideas!    By this point, you are probably pretty familiar with the differing qualities and benefits of inbound and outbound content marketing. You’ve even considered how you might take advantage of strategic inbound initiatives to support your longstanding outbound efforts but may be afraid to…

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Some people love meeting new people, rushing gleefully to each networking event with bells on. For most of us, it can be a painful proposition. Here are some ways to make it more fun and productive at the same time. The point of networking, after all, is simply to meet more people and have them…

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I read an article recently that I found profoundly disturbing. It seems that if you aren’t happy in your job, you are not alone. In fact, you are in the majority!   But why am I, a marketing specialist, talking about HR issues all of a sudden? It all boils down to taking care of…

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When working with accounting firms, I am a staunch advocate of creating and sharing case studies and testimonials. Using these tools plentifully on your website and other marketing efforts is a great way to help potential clients visualize themselves as actual clients, picture themselves gaining the benefits of working with your firm and better understand…

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We hear a lot of conversation today about company culture and the impact it can have on the many aspects of an accounting firm’s success. We could debate what that means, but I want to focus instead on how you can create a proper company culture. Most people know they want to change or shift…

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Ever wonder what it’s really like to be a client working with your firm? That’s important information and try as you might, you’re simply not going to find out by looking at your own experience or that of your staff. The solution is simple: engage professional help to conduct client interviews that will give you…

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Marketing in the accounting industry has an interesting, and fairly short, history. It is not unusual to find partners who still remember when it was against AICPA rules to advertise, market, directly solicit or even participate in competitive bidding. Virtually non-existent for most of the 20th century, accounting marketing has evolved at a rather slow…

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As firms wrestle with Baby Boomer succession, the differences in attitudes, thinking and motivators between current and future leaders can sometimes be great. More often than not those differences or gaps are major contributors to the absence of future leaders who are on deck and ready to step into the shoes of the retiring partners.…

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