How to Attribute Marketing Activities to Sales: ROI Attribution Model

Measuring ROI is no easy task for accounting firms. On average, it takes 21 touchpoints for someone to become a client. Unfortunately, most public accounting firms aren’t selling online. Today, buyers do a significant amount of reading and research long before they ever reach out to or even meet with a firm.   Marketing has…

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What Does Marketing Success Really Look Like?

I think there is a very large misconception around what defines a successful marketing program or initiative. We focus so much on the ROI number that we forget to look at the many other factors that impact growth in the organization. Some of these things may be a little harder to evaluate but are equally…

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A Case Study on Event ROI

  The Challenge Like many of the firms we have worked with, we had one particular client that hosted a lot of events. Events are a core part of marketing; they provide an opportunity to engage with prospects and position the host as a thought leader in their profession. However, our client wasn’t sure what…

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6 Tips to Ensure Your Consulting Services Succeed in your CPA Firm

Many CPA firms are seeing significant growth among the consulting services they offer, however, building these services is sometimes easier said than done. Here are 6 tips to ensure your consulting services succeed.   Treat Consulting Services as a Business with Its Own P&L If you want your consulting services to be successful, treat them…

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Increase Your Productivity by Streamlining Your Email Use

What would happen if you stopped using email? Would the world stop or your business fall apart?  13 workers recently quit email for a week and the results were astonishing. Eliminating email actually helped increase their productivity.   There is no denying that email plays an important role in business today. However, many rely on…

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Are You Moving Your Tax Practice Upstream?

Are You Moving Your Tax Practice Upstream?

An increasing number of low service tax providers are offering tax and accounting services to small business owners. While most of these companies are primarily competing for the do-it-yourself tax preparer, their service offering is disrupting the marketplace for many CPA firms. Low service tax providers challenge the price point for services and their value, creating…

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The Value of Press: A Case Study for Press Releases

The Challenge Many accounting firms struggle with gaining visibility in the marketplaces they serve. Firms often turn to advertising and promotional items to ‘market’, but these efforts don’t always produce great results.  Most accounting firms struggle to identify what, where and how to communicate the good things they are doing and the good things happening…

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Why High Expectations Are a Good Thing

I remember the summer between my 5th and 6th-grade years well; mostly because I couldn’t wait for the day when the class lists would be posted. In my school, there were four 6th grade teachers. Two of the teachers were middle-of-the-road, one would let you get away with anything, and the last had really high expectations…

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2016 Accounting Firm Growth Trends & Predictions

With each new year comes a renewed sense of investment, make this year the best year yet for your accounting firm. Every year, we like to recap the trends we’ve seen and make one or more predictions concerning growth for the coming year. Here is what we think you need to be paying attention to…

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The Four Secrets to Building Momentum for Your Marketing

When I talk to accounting firms about marketing, the conversation almost always turns to results. What will I get out of investing in this and how long will it take? I usually tell my clients that their results will depend on a few factors and ask the following questions, How aggressive do you want to…

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