As a Tax Member and Director of the Small Business Department at Suttle & Stalnaker, Saundra Uy’s experience is strong and diversified. But in spite of almost 25 years of professional accounting experience under her belt, she was still a … Continued
Offering CPAs the best practical advice requires our team to keep an eye on what’s happening inside and outside the profession. In our constant endeavor to identify the trends that will influence growth for accounting firms, we’re looking at everything … Continued
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
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 … Continued
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
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
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
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
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
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
