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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…
Is Your Website Outdated? Red Flags and Redesign Tips for Accounting Firms
Written by: Katie Renelt Key Points Your website is your firm’s digital storefront—often the first direct experience clients have with you. …
The Marketer’s Role in Accounting Firm Recruitment
By: Katie Renelt Key Points Marketing helps accounting firms build strong employer brands that resonate with top talent. Strategic content,…
