Marketing ROI
Accounting Firms that Invest in Technology and Virtual Communication Likely to Come Out Ahead
After nearly a year of dealing with the pandemic and all the changes and challenges that came with it, accounting firms were asked in the Inovautus and Association for Accounting Marketing Growth Outlook Survey about their investment outlook into marketing and business development (BD) activities. The pattern in survey responses showed that a correlation…
Read MoreAccounting Firms Continue to Evolve Services to Meet Demands Amid Pandemic
The pandemic has forced nearly every industry to evolve and rethink the services they offer to meet the turbulent and changing needs of clients. For accounting firms, this has been highly evidenced in the Paycheck Protection Program (PPP) which accounted for the majority of new services offered by accounting firms in 2020, with client…
Read MorePut Your Content to Work Long After You Hit “Stop Recording”
A webinar’s real success is measured by more than just attendance. In a previous post, we talked about promoting your accounting firm’s webinar, attracting leads, and converting your audience with continued marketing outreach. Even if you experience some attrition in live attendance (everyone does), you will accomplish a meaningful boost in awareness for your…
Read MoreAn Accounting Firm Webinar Is the Ideal Podium for Your SME
As an advisor, you know you have good content and an audience hungry for your information. But you also have a hurdle: finding a new way to “get in front of” your audience. With person-to-person meetings largely in the rearview, many businesses and professionals have turned to online delivery platforms to educate, inform, and build…
Read MoreAccounting Firms Show Commitment to Marketing Amid Crisis
Accounting firms are reporting an overall commitment to marketing through the COVID-19 crisis, according to our May 2020 Growth Outlook Amid COVID-19 survey. The results were a contrast to recent recessions like the financial crisis in 2008. Differing from the mindset of tightening budgets of the 2008 recession, accounting firms today are more…
Read More3 Strategic Projects for Marketing Professionals During Tax Season
Benjamin Franklin said, “in this world, nothing can be said to be certain, except death and taxes.” The same could be said about tax season. While this time of year usually signals the busiest season for tax professionals, the opposite is true for marketers. Tax season is usually the time of year when requests, and…
Read More5 Steps to Creating a Sponsorship and Advertising Policy
Writing a check to every organization and opportunity that comes across your desk may have created a “nice guy/girl” reputation among your community, but this strategy isn’t going to help you achieve the growth goals you’ve set for your firm. We know it’s hard to say no. We also know how common it is for…
Read MoreWhen to Hire a Marketing Professional
One of the more common questions I have received is, “When is the right time to hire a marketing professional?” When I talk with partners about adding a marketing professional to their team, I often evaluate their firm in the following areas: How quickly does the firm want to grow? If a firm has aggressive…
Read MoreInovautus 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 doesn’t have to be a hair-raising experience. We recently had a conversation with Stephanie Gandsey…
Read MoreWhen Blog Posts Aren’t Enough – A Case for Whitepapers, Surveys & Guides
Most firms that choose to build out niches do so because of their intimate knowledge in serving their target market, while some firms have niches that expand well beyond their physical borders. The most successful industry and service specializations plans all have one thing in common. Their firms don’t just say they have a niche,…
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