Bay Street Group LLC and Capstone Marketing, two leading marketing and market research firms to the CPA profession, have joined forces to conduct a ground-breaking and comprehensive investigation into the critical success factors for today’s accounting firm. The researchers have … Continued
Amid the stock market crash and a deepening recession, clients need the faith and comfort that only a CPA skilled in personal financial planing can bring. In this brief interview, Mark W. McGorry, JD, CFP (plus CPC, CLU, and AEP), … Continued
And the four misconceptions holding CPAs back. by Rick Telberg With tax season approaching, CPAs face a rare opportunity for valuable face-time with clients who may be feeling unsettled – if not completely up-ended – by the sputtering economy and … Continued
How to elect a president — or get a client. by Bruce W. Marcus If, as a marketer, you’ve ever been involved in a political campaign, then you know that a political campaign is simply another form of marketing. An … Continued
Growth-minded CPAs and firms can’t afford to retrench in times like these. An overflow crowd of CPAs and marketing executives gathered in New York for the AICPA Accounting Firm Marketing Forum, produced in cooperation with members of the Association of … Continued