3 Steps to Gathering Client Testimonials

Receiving positive feedback from clients feels good. Small comments can refuel your tank and motivate you to continue to provide great service. What do you do with the compliments you receive? If you aren’t compiling the feedback into a testimonial … Continued

The CPAs Guide to Refining Content

If you’ve been following us for a while, you’ve probably read a lot about how to develop content in your accounting firm. We’ve written over a dozen pieces on how to initiate and support content marketing, but we haven’t yet … Continued

How and When to Repurpose Content

Congratulations, you’ve created content for your firm! For most CPA firms, developing content is no small feat. There are multiple steps in the process – identifying the appropriate audience, researching the topic, writing or being interviewed, and finally, distributing the … Continued

Positioning Your Lobby for a Great First Impression

The client experience starts long before a client sits down in your office for their first appointment. One piece of the client experience, and possibly the first impression of your firm, is your office lobby.  What message does it convey? … Continued

How to Position Your Firm in Media Interviews

Being interviewed by a journalist can be a daunting task for many accountants. We rarely see CPAs volunteer for an opportunity to sit in the hot seat and answer questions about the firm. We understand this fear and apprehension and … Continued

How to Be Strategic with Your Charitable Giving

Many accounting firms we work with have a strong reputation for giving back to their communities through volunteerism and donations. The list of deserving organizations is extensive and team members, clients, prospects and referral sources frequently give their time and … Continued

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