Five Ways to Digitalize Your Proposal

Proposals are a big part of doing business for any CPA firm. While a proposal won’t win you business, it can certainly lose you business. Proposals today must be digitally friendly. Here are five ideas to make your proposal more … Continued

Foundations of Client Service

Client service is something every firm claims to do well, but not something every person can execute well on. Sadly, it’s this disconnect that often makes or breaks a client’s experience with your firm. So, what do your clients really … Continued

6 Ways to Improve Your Landing Pages

Landing Pages are an important part of any online strategy. Geared at getting a visitor to take a very specific action, landing page strategy and optimization can help your accounting firm generate leads. The best places to use landing pages … Continued

How to Give Proper Attribution to Internet Content

As more accounting firms move toward developing their own content, the question of how to properly cite or attribute content sources has become a hot topic. Mishandling copyrighted information is easily avoidable – simply go back to the basics.   … Continued

GRIT for CPAs

Upon entering the K-8 school that two of my three children currently attend, one of the first things you will notice is a glass case that is dedicated to the idea of a Growth Mindset. Over 30 years ago, professor … Continued

New LinkedIn Changes & What They Mean for CPAs

Over the past few weeks, LinkedIn users have been logging in to find a completely new look and feel. With the launch of a new design interface, LinkedIn is streamlining the user experience and making it much easier to navigate … Continued

Inovautus Spotlight on CRM: Not Surviving, Thriving!

Selecting and implementing a Contact Relationship Management (CRM) system can be both an exciting opportunity and an overwhelming prospect that can fray the nerves of even the most seasoned marketing professional. At Inovautus, we believe CRM is for everyone and … Continued