The Top 12 Tax Return Preparation Errors
GET THE INSTANT DOWNLOAD: Ed Mendlowitz’s Tax Season Opportunity Checklist Kit
CPA Trendlines Founder Named “Top Thought Leader”
CPA Practice Advisor symposium takes on tech and workflow evolution.
For the second year in a row, Rick Telberg, president and CEO of Bay Street Group LLC, which publishes CPA Trendlines, has been named one of The Top 25 Thought Leaders in the tax and accounting profession by CPA Practice Advisor magazine.
Telberg joins honorees Greg Anton, CPA; L. Gary Boomer, CPA.CITP; Jim Boomer, CPA.CITP; Jim Bourke, CPA.CITP,CFF; David Cieslak, CPA.CITP; Gale Crosley, CPA; Chris Frederiksen, CPA; Michelle Golden, CPF; John Higgins, CPA.CITP; Tom Hood, CPA.CITP; Randy Johnston; Roman Kepczyk, CPA.CITP; Allan Koltin, CPA; Mark Koziel, CPA; Barry Melancon, CPA; James Metzler, CPA; Edi Osborne; Rick Richardson; M. Darren Root, CPA.CITP; Gary Shamis, CPA; Donny Shimamoto, CPA.CITP; Doug Sleeter; Brian Tankersley, CPA.CITP; and Jennifer Wilson.
The 2012 Marketing Plans of the Best Firms
High-performing firms look to leap ahead of low-performers with a few key strategies.
Marketing plan intentions, firms of 100 persons or more, comparing high- and low-performers
by Rick Telberg
A new study by CPA Trendlines shows that high-performing firms and low-performing firms are following markedly divergent marketing and practice development strategies as they battle through a sluggish economy.
Click here to get the full report
The complete 160-page study, “Marketing and Business Development Strategies at Accounting Firms – 2012 Survey Report, with Commentary and Analysis,” is available for purchase by CPA Trendlines parent Bay Street Group LLC. The study shows trends within the profession, but also distinguishes between high-performing firms and low-performing firms, based on time-tested proprietary CPA Trendlines criteria. In this study, high performing firms are far more likely than low performing firms to enjoy marketing successes. The data for this report was gathered over the course of more than two years and includes the responses of about 5,788 practitioners. The margin of error is plus or minus about 2 percentage points at a 95% confidence level. Click here to learn more.
How Two California Accounting Firms May Be Revealing the Future of the Profession
New business models break the mold.
Bruce W. Marcus
by Bruce W. Marcus
Professional Services Marketing 3.0
Of all the emerging changes in the world of Professional Services Marketing 3.0, few are as innovative as the accounting firms of Kellog & Andelson in Los Angeles and Seiler LLP in Silicon Valley’s Redwood City. Each substantially breaks the traditional mold of the accounting profession.
Five Steps to Turn Linkedin into a Lead-Generating Machine
Start by optimizing your company page.
Becky Livingston
by Becky Livingston
Royal Apple Marketing
So you listed your company on Linkedin, but maybe you have forgotten all about it—until now. Here are a few tidbits on ways to leverage your LinkedIn company page to your benefit, including generating leads. READ MORE →
Sign of the Times? Next Global CEO of Ernst & Young Isn’t an Accountant. He’s a Lawyer.
And a Washington lobbyist.
But is he exactly what E&Y needs as regulators bear down on the Big Four?
Are the Top 100 Firms Past Their Prime?
That’s the question you need to ask when you look at Public Accounting report’s latest top 100 firms survey.
According to PAR, more than half of the firms grew 1% or less and a third actually suffered revenue declines.
(To subscribe to Public Accounting Report for $476 a year, call 800-248-3248, or email cust_serv@cch.com.)
The PAR data roughly match Accounting Today’s findings, here: Revenues Sink 2% at Top 100 Accounting Firms. Rosters shrink 1%.
Big Four Global Revenues Ride Historic Highs
Rebound led by growth in emerging nations.
The years 2009 and 2010 may have been tough years for the Big Four amid a global financial crisis. But they clearly rebounded in 2011. And, the authors of a new report say, “The outlook for 2012 and beyond is quite optimistic.”
Got Leads? Get Real. Learn How to Qualify Big Opportunities
Gale Crosley
Four strategies for focussing on the win.
by Gale Crosley
Crosley + Company
Eighty percent of lost opportunities are due to poorly qualifying a lead. Countless hours and effort are wasted on prospects with odds to win near zero. Firms with a thin pipeline pursue any potential buyer who has a pulse and fogs a mirror. In order to stop this insanity, discipline is necessary in lead qualification.
Click here for more from CPA firm growth consultant Gale Crosley.
5 Ways to Strengthen Your Email Marketing
Becky Livingston
And how to prove they work.
by Becky Livingston
Royal Apple Marketing
It’s a new day and you’re starting your marketing strategy with a welcome message to new clients. You want to engage them from the start, yet, know they might not remember how you got their name in the first place.
Click here to see more from Becky Livingston on CPA Trendlines.
To help get you started, here are a few staples to include in your welcome message: READ MORE →
PwC Emerges as the Fave Firm for Top Grads
Poll shows what it takes to land the best students.
Public Accounting Report’s 30th annual poll of college accounting professors shows that if their best student had a choice, that student would choose PricewaterhouseCoopers to start their career.
(To subscribe to Public Accounting Report for $476 a year,
call 800-248-3248, or email cust_serv@cch.com.)
