12 Must-Knows for Niche Markets

Make sure you fully understand their needs. QUESTION: I have a couple of clients in a number of industries and when I ask for referrals they tell me they do not want me to handle competitors of theirs, yet I … Continued

14 Timely Questions for Tax Season Clients

If you don’t ask, you can’t know. If not now, when? By Jean Marie Caragher The 90-Day Marketing Plan for CPA Firms Tax season is the perfect time to identify cross-selling opportunities, strengthen client relationships and ensure client satisfaction. Consider … Continued

Do You Realize You’re Failing?

Be proactive, rather than waiting for business to come to you. By Martin Bissett Have you noticed all of those titles in the local bookstore or at the airport offering us the “key” to this and the “key” to that, … Continued

11 Ways to Add Value for Clients

Do these right and your revenues should benefit, too. By Sandi Smith Leyva The Accountant’s Accelerator As you build your relationships with your clients, it’s always a good thing to see how you can serve them even better. Here are … Continued

Tax Season Marketing: 3 Simple Ideas for 2015

To most of us, this is Busy Season. But to a marketer like Jean Marie Caragher, it’s Opportunity Season. Caragher, author of The 90-Day Marketing Plan for CPA Firms, here offers three simple and easy strategies for leveraging practice-building opportunities while also pushing … Continued

In Memoriam: Bruce W. Marcus

Accounting and legal professions mourn loss of pioneering innovator in professional services marketing. By Rick Telberg CPA Trendlines The accounting profession lost a pioneer and innovator when Bruce W. Marcus died last month. And many of us lost a beloved … Continued

5 Tips for Hiring a Great Sales Rep

And avoiding disaster. As a firm owner, you can’t risk putting a dent in your reputation with a poor salesperson. But how and where do you find a good salesperson? Successful CPA firms tell CPA Trendlines of five ways: