September is a critical month for CPAs. The personal tax return deadline has just passed, and the corporate deadline is only a month away. In the middle of deadlines and extensions, it’s easy to push marketing to the back burner. But this window—before year-end planning begins—is actually the perfect time to organize your CPA firm’s […]
CPA Firm Marketing: Why September Is the Perfect Time to Refocus Read More »
When I first started my career in CPA firm marketing back in 2007, I joined the Association for Accounting Marketing (AAM). I was in-house at a CPA firm for nearly 11 years, and being part of AAM introduced me to a community of smart, creative marketers who understood the unique dynamics of accounting firms. Over
Full Circle: Why I’m Thrilled to Be Back in the Association for Accounting Marketing Read More »
The Busy Season is Over—But You’re Still Buried. Here’s Why Marketing Matters Most Right Now If you’re like me, there are months where you look at your workload and think:“How am I going to get it all done?”You wonder if you’ve taken on too much. You’re buried in client work. The overwhelm creeps in. And
As the former Marketing Director of a CPA firm for nearly 11 years, I’ve witnessed firsthand the transformative power of strategic marketing. When I began my journey, the firm had about 10 employees. We had nearly tripled by the time I left, boasting close to 30 dedicated professionals. This remarkable growth didn’t happen by chance. It resulted
Unleashing the Potential of CPA Firms Through Strategic Marketing Read More »
