How Can Marketing Support Your Upcoming Partner Meetings?

Accounting firm leaders tend to schedule their partner meetings to take place right after fall busy season wraps up.  These one or two-day meetings often focus on what has happened over the past year in areas like revenue, realization, and staff turnover.  In addition to these topics, many firms are adding strategic planning to their meeting…

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3 Tips for Making Marketing a Priority

I work with a number of accounting professionals on their personal, niche and firm marketing plans.  Part of that collaboration includes weekly, monthly or quarterly meetings to discuss progress made toward the items on their plan.  No matter the professional or the firm, many clients often have a number of items that don’t get completed. …

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