If there’s one thing I’ve learned in nearly four years of running my own marketing and business development firm, it’s this: nothing grows a professional services business—CPA firm, law firm, or otherwise—like long-term relationships and consistently delivering value through high-quality work. Digital Marketing Works… But It’s Not Everything Sure, I help clients build their digital […]
As a marketing director at a small to mid-size CPA firm, it can feel like you’re on an island alone. You’re tasked with developing and executing marketing strategies, but oftentimes, most of the marketing budget is your salary. It’s essential to have support from other marketing professionals, someone who can be a sounding board for
A comprehensive marketing plan is essential for any accounting firm to achieve its business goals and establish a strong brand presence. Here are some key elements that should be included in your accounting firm’s marketing plan: Executive Summary: This section should provide an overview of the marketing plan and highlight the key objectives, strategies, and
As a law firm owner, CPA, or financial advisor, it’s easy to get caught up in the latest marketing trends and flashy ideas. However, it’s important to remember that these ideas can often distract from the foundational work that needs to be done. One common example of this is the idea of email funnels. While
Digital marketing is an effective strategy for CPAs to generate qualified inbound leads. As effective as it is, digital marketing can be daunting too, and it can be hard to know where to start. My advice is always to start small. Don’t try to conquer everything all at once. As a CPA, here are three
To have long-term happy clients as an attorney, CPA, or financial advisor, it is instrumental that you not only provide value to your clients but also demonstrate your value to them. My first job was at Nordstrom. There, I learned the importance of customer service and always taking the best care of your clients at any
