Capstone Marketing, which is operated by CPA Trendlines contributor Jean Caragher, is rolling out the Capstone Community, a new network of managing partners interested in education and collaboration in CPA firm growth and client retention. A two-year program that will … Continued
The signs that you’re heading in the right direction.
By Gale Crosley
And one pitfall to avoid.
By Wesley Middleton
Middleton Raines LLP
The real magic comes when you combine them.
By Sandi Leyva and Michelle Long
The Ultimate Accounting Virtual Conference
New technologies harvest social media data, suggest how to write the perfect follow-up email, and schedule appointments.
By Hitendra Patil
A quick spreadsheet can show you where your money comes from now – and the best next targets. By Sandi Leyva and Michelle Long The Ultimate Accounting Virtual Conference For those who need more business, boosting referrals is the cheapest way. … Continued
How to use every new channel to create a new touchpoint to serve a client or attract a prospect, hire the best people, find new markets. This is the first in a series by Becky Livingston, author of the soon-to-be-published Social … Continued
With an eight-point analysis of your firm’s pricing strategy. By August Aquila Creating the Effective Partnership All you need to do is think of any services, professional or commercial, that you have purchased over the last few years. Would you … Continued
You need goals, not just a desire to get new business. By Ed Mendlowitz The CPA Trendlines Practice Doctor QUESTION: We are a 20-person firm and are thinking of engaging a marketing consultant for training on how to get new … Continued