Mistakes Happen. Now What?

A while back I learned a valuable lesson that continues to shape the way I communicate with my clients to this day. In a nutshell, two of my vendors let me down at a time when I had little bandwidth … Continued

3 Ideas to Amplify Your Business Development Efforts

The annual Association for Accounting Marketing Conference is always a hotbed of great ideas and this year’s gathering was no exception.  We learned three great concepts for business development from professionals across the accounting profession, and we’d like to share them … Continued

Ask Better Questions, Get Better Engagement

Never ASSUME, because when you ASSUME, you make an ASS of U and ME. This catch-phrase was popularized by writer Jerry Belson in the 1970s sitcom The Odd Couple, and its message is truer today than ever before. In a … Continued

6 Ways to Build Your Permission Marketing Lists

Permission-based marketing has grown significantly, but its adoption is still lagging in many accounting firms. Around the world, laws have been put in place to protect consumer privacy and help control spam. Canada’s Anti-Spam Law (CASL) has a specific set … Continued

3 Quick SEO Tips for Every Marketer

Search Engine Optimization (SEO) isn’t going out of style anytime soon. Some marketers try to ignore it, like the fanny pack, but it’s too beneficial to turn a blind eye. We get it, SEO is overwhelming and complicated, which is … Continued

The Importance of Individual Huddles

Chances are you’re pretty familiar with the concept, but in case you aren’t, a one-on-one (1:1) is a 30-60 minute meeting between a manager and their employee that is held weekly or bi-weekly. The purpose of the meeting is to … Continued

Generational Differences In Client Expectations

What do clients want? While answers to that question will vary, there are trends in what clients expect. In a recent post, we explored how to begin improving your client experience. In this post, we’ll explore how trends and expectations … Continued

How to Identify the Value You Provide to Clients

Have you ever thought about why your clients chose your firm or what keeps them from leaving for a competitor? In working with public accounting firms, we hear various responses to these questions. Some can easily identify the value they … Continued

6 Tips For Improving Your Client Experience

As today’s decision makers shift, so too are the expectations around client service. Understanding what clients want is important. While there are some trends or commonalities across generations, the fact is, people are changing. To exceed client expectations, it’s important … Continued