Marketing ROI
Developing an Effective Marketing Budget: A Step-by-Step Guide
For accounting firms aiming to make a mark, the backbone of any successful marketing plan is the budget. In the executive summary of AAM’s 2023-24 Budget Benchmark Survey, AAM shows high-growth firms have seen a stellar 29% annual growth rate, 5X faster than their low-growth counterparts. Their secret? A meticulously crafted marketing budget based on…
Read MoreMarket Research Fundamentals for Accounting Firms
As accounting firms set out to differentiate themselves in an increasingly crowded market, conducting thorough research on target clients and audiences will be a strategic advantage. Market research empowers accounting firm leaders to make proactive decisions that can significantly impact their success. It gives them greater insight into their target market, allowing them to make…
Read MoreThe New Facebook Page Experience
Have you heard about the new Facebook Page experience? Whether you have already transitioned to the new Facebook Page experience or have only heard that it is coming, you’ll want to know how this impacts the pages you oversee. In this article, we will cover what changes have been made, how the new Page experience…
Read MoreDigital Business Cards: What Are They & How Could They Benefit Your Accounting Firm?
After a nearly 18-month hiatus of conferences and in-person meetings because of COVID-19 restrictions, the world is returning to in-person events. If you recently attended a professional event or conference, you may have noticed digital business cards are becoming increasingly prevalent in the post-pandemic world. What are they? How do they work? Should they replace…
Read MoreTop 10 KPIs to Assess for Accounting Firm Growth
Knowing what matters most is important to where you begin any journey in a world where we can measure anything. For most accounting firms, data has been a consistent struggle. As many firms look at where to start their journey, they’re turning to dashboards. Before you can build a dashboard, though, you need to know…
Read MoreTop 5 Predictions for Accounting Firm Growth in 2022
The past two years have brought many changes, challenges, and opportunities to the accounting profession. When looking at what to expect in 2022, three factors will influence everything that occurs in the profession this year: Graying of geographic boundaries Remote work has created myriad challenges – and opportunities – for firms nationwide. That means clients…
Read MoreApple’s iOS 15 Update Requires Changes to Email Marketing Strategy
While Apple’s iOS updates typically have little to no impact on marketing professionals, its iOS 15 update, released Sept. 20, 2021, is significant and will have major implications, specifically for email marketing, professionals in every industry should be aware of. While this update only applies to Apple mail users, keep in mind about 52% of…
Read MoreKeep the Content Engine Going Post-COVID
The COVID-19 pandemic created a flood of information many firms realized they need to communicate to their clients and prospects like never before. Some firms may have had established lines of communications before CARES Act legislation came out while sending regular e-alerts became a new strategy for others. Creating and publishing content showed firms were…
Read MoreAccounting Firm Revenue Growth Stuck? Check Your Marketing, Business Development Alignment
Marketing and business development. When these two functions work in tandem, accounting firm growth can soar; however, too often, misaligned – or unclear – goals and expectations lead these two revenue generators to work independently and become counterproductive. Many professionals get tripped up trying to do both at the same time, so understanding the…
Read MoreBusiness Development and Sales Aren’t Scary (When You Break Down the Process)
It’s well known throughout the accounting and advisory industry that business development and sales terrify accountants, who also are quick to say it’s not what they were trained to do. The reality is number manipulation, which is what accountants do best, is the fundamental building block for sales. Once the framework of sales is broken…
Read More