What Reg 7216 Means for CPA Firm Marketing

Be careful! It’s complicated. For instance: If you plan to use a mail house or third‐party distributor to send print or e‐mail newsletters, you may need to get the client’s consent first. The Association for Accounting Marketing and PDI Global … Continued

Bob Scott: Random Thoughts…

… and Must-Reading. Bob Scott’s day job is working as editor of Accounting Technology. But every two weeks he puts out Consulting Insights, a must-read newsletter for and about technology vendors and resellers. It’s snarky and gossipy. It’s also essential … Continued