the marketing technology you need for success and growth

tips for accounting firms of all sizes.

by august aquila
max: maximize productivity, profitability and client retention

for a cpa firm to be successful today, it is necessary to leverage marketing technology to attract and retain clients, streamline processes and maintain a competitive edge. the new marketing technology is necessary to be a firm in the 21st century.

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depending on the firm’s size you probably won’t need all the technologies listed below. i’ll break them down by firm size based on volume.

here are some important marketing technologies that can benefit a cpa firm.