AI and the Future of Advisory

…Prompt Engineering for Accountants | Staff Need Good Pay and TLC | Two Words Define Your Work Future in the AI World | Becky Livingston Launches “The B2B Marketer’s Guide…

Google Ads for New Tax Clients

The simple, easy steps for getting started with Google Ads in time for Busy Season.


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With Becky Livingston

As the 2022 Busy Season begins to loom larger, this is a great time to get to know Google Ads, says Becky Livingston, CPA Trendlines’ digital marketing guru says in this replay of recent CPA Trendlines Flash Briefing webinar. Flash Briefings are fast-paced 30-minute conversations on urgent issues and quick answers.

MORE VIDEOS and PODCASTS: Eisner CEO Charly Weinstein Explains the Private Equity Deal | Flash Briefing: A “Call to Arms” after Private Equity Deal | Bradley Burnett: The “Uncle Billy” Problem with the ERC | The “Ludicrously Lucrative” Employee Retention CreditFour Ways to Beat the Staffing Shortage | Learning How to Hire amid COVID | Let’s Get Real: Kill SALY | Hitendra Patil: National Expert on Client Accounting Services | Sell Service, Not HoursLeveraging Knowledge, Not Just ProcessThe IRS Backlog Isn’t Going Away Anytime Soon |

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Livingston walks you through the steps from beginning to end. Start by defining your perfect client, then begin building the right offer for them, she says. After that, you can lay out a schedule and work on a budget. But start early, because if you’re looking for tax clients in the run-up to tax season, the best keywords will start to get pricey. By Livingston’s estimates, 10 to 15 percent of accounting firms are already using Google Ad words. That may sound like a lot. But there’s still plenty of room for firms — especially local firms — to dive in and start landing new clients.

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Google Ads for New Tax Clients

Start planning today for booking better tax clients in January. With Becky Livingston With Busy Season just around the corner, Google ads are your friend, according to CPA Trendlines digital…

How Marketing Systems Produce Business Growth

financial graph on blackboardSystems enable your plan to reach its potential.

By Marc Rosenberg
The Rosenberg Practice Management Library

 We’ve explored key components of the overall framework for CPA firm practice development.

  • We launched the process by examining the overarching decisions that need to be made before work is begun to execute the four Disciplines.
  • We drilled down on each of the four Disciplines.

MORE: 14 Marketing Activities Needed Now More than Ever | How NOT to Develop Your Practice | 6 Keys to Developing New Client Prospects | Now Is the Time to Activate Your Referral Network | Does Your Firm Recognize All Its Skills? | Protect and Grow Existing Clients | The 4 Marketing Disciplines
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Now it’s time to address the final piece of the overall framework: the enabling systems that will optimize a CPA firm’s success in achieving its growth objectives.
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SSL Padlock Problems and Solutions

Combination padlock next to computer keyboardIt could be mixed media, or it could be something else altogether.

By Becky Livingston
The Accountant’s Social Media Handbook

If you’ve recently implemented a secure socket layer (SSL) on your domain but see that the padlock is still open, you might have a case of mixed media on the site, or something else might be going on.

MORE ON SOCIAL MEDIA: Social Media Marketing for CPAs [VIDEO] | How to Engage with Social Media Influencers | Marketing for Mobile | How Social Media Affects SEO | Social Media Campaign 101 | Why Use Social Media for Marketing?
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The goal is to have a green, closed padlock next to your website URL when viewed in the search bar.
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