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Practical Ideas for Growth
Case Study | Validating a Brand in the Market with LinkedIn Ads
The Challenge: Taking Positioning to Market After refining its brand positioning, this Midwest CPA firm faced a critical next step:…
Case Study | From Limited Visibility to Firmwide Revenue Accountability in HubSpot
The Challenges: Limited Visibility, Reactive Growth For this $24M CPA firm, business development wasn’t a system—it was a retrospective exercise.…
Case Study | From Brand Promise to Measurable Process: How One CPA Firm Brought Structure, Accountability, and Insight to Client Meetings
The Challenge: Informal Process, No Visibility Mid-year client meetings were a core part of this firm’s brand promise—but behind the…
AI’s Role in Accounting Marketing: From Execution to Strategic Advantage
By: Sarah Johnson Dobek Key Takeaways AI is not about doing more marketing faster, but about creating the capacity to focus on…
What Do Clients Need to Understand About Tax Evaluation and Why Are Firms Not Explaining It?
By: Sarah Johnson Dobek Key Takeaways Tax evaluation is a core professional function that should be clearly named and consistently…
Making Sense of SEO, AEO, and GEO in the Age of AI Search
By: Katie Renelt and Micayla Back Executive Summary AI search tools are reshaping how people find information online, which is driving…
