Building a Trustworthy Brand: Essential Strategies for CPAs

By: Chad Person In professional services, Certified Public Accountants (CPAs) stand out as some of the most trusted advisors for business owners and individuals alike. This trust stems from the critical nature of their work, safeguarding financial livelihoods and maintaining confidentiality across all transactions and interactions. For CPAs, establishing a brand synonymous with knowledge, credibility,…

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Becoming the First Call

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For years, accountants have been told to go out and build a network to contribute to growth through the leads and referrals gained through those connections. However, I think a different and much more important reason to build a network is to better serve your clients.      In the accounting profession, networking can be an…

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Does Your CPA Firm Have a Growth Culture?

A growth culture may sound attractive, but do you know why firms want to move in this direction? It’s a simple answer. Typically, when even one rainmaker leaves a firm, their departure leaves a gaping hole in growth and firms scrambling to replace revenue. Beyond that, firms are increasingly becoming more focused on finding the…

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Just How Visible Are You on LinkedIn?

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If you are like most professionals, you probably have a LinkedIn profile and post here and there but aren’t sure the exact power it wields. LinkedIn is a valuable tool that helps professionals develop business and brand awareness. After almost two decades, it has become integrated into the fabric of the business world. Part of…

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Video Marketing Is the Future and It’s Easier Than You Think!

Consumers are exposed to mass amounts of messaging and brands are constantly fighting for the attention of their desired viewers. As technology evolves, it comes as no surprise that certain mediums are becoming more popular than others. Once, a simple status update could grab (and hold!) our attention. Nowadays, our minds prefer visual forms of…

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Spotlight on Business Development with Maureen Moraccini of Gordon Advisors

Everyone with a widget to sell or a client to serve has an idea of what business development looks like or should look like. Many see rainmaking activities as a uniquely external endeavor, with activities that are better suited for extroverts. Some have heard rainmaking terms but have never seen them put into practice –…

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Are You Taking Advantage of LinkedIn’s New Native Video Option?

Video marketing is nothing new, but we know that getting started can be a bit of a head-scratcher. Deciding what to post, and how and how often you should post, can be overwhelming enough to throw in the towel before you even get in the game. We encourage you to use LinkedIn’s new native video…

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New LinkedIn Changes & What They Mean for CPAs

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 pages. Overall, these changes are a nice upgrade from the previous interface, which was a…

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Using Hashtags on LinkedIn…Yes, They’re Back!

At Inovautus, we love helping our clients learn how to engage with and leverage their networks through social media platforms. We often promote LinkedIn as a preferred tool because of its ability to help professionals build visibility and differentiate themselves and their businesses online. However, despite LinkedIn’s wild popularity among the working man (and woman!),…

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How to Attribute Marketing Activities to Sales: ROI Attribution Model

Measuring ROI is no easy task for accounting firms. On average, it takes 21 touchpoints for someone to become a client. Unfortunately, most public accounting firms aren’t selling online. Today, buyers do a significant amount of reading and research long before they ever reach out to or even meet with a firm.   Marketing has…

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