CPA Trendlines Founder Named “Top Thought Leader.” 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 … Continued
High-performing firms look to leap ahead of low-performers with a few key strategies.
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.
The complete 179-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 588 practitioners. The margin of error is plus or minus about 3 percentage points at a 90% confidence level. Click here to learn more.
GET THE INSTANT DOWNLOAD: Ed Mendlowitz’ Tax Season Opportunity Checklist Kit. FREE to PRO members.
Ed Mendlowitz, CPA and partner at Withum CPAs in New Brunswick, N.J., has survived more than 40 tax seasons and built a thriving book of business.
He knows a thing or two about how to run an office in busy season. Over the years, he has compiled this handy list of the most frequently found errors in tax return preparation:
1. Number transposition and spelling errors. This includes income and deduction amounts and client Social Security numbers, addresses and zip codes. Spelling errors should also be avoided – they indicate a lack of attention to what you are doing. READ MORE →
New business model breaks the mold.
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 firm Seiler LLP in Silicon Valley’s Redwood City.
Start by optimizing your company page.
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 →