the three degrees of risk

r-i-s-k: it’s amazing that so simple a four-letter word can be so complicated. by bruce w. marcus there are risks with dire consequences and risks with negligible consequences. there is risk in every human enterprise; in every trade or endeavor. … continued

rebuttal: the 3 most unused marketing methods for accountants

the best – or worst? – accounting marketing methods.

by wesley middleton, cpa
managing partner, middletonraines + zapata llp

i read “the 5 worst marketing methods for accountants,” by sandi smith leyva and i was shocked.

the top three that are on my list that are must do in our firm are on this list.

so let me speak from a managing partner perspective of a firm of 37 people adding 28% organic growth through these exact channels. cpa firms are getting it wrong and while i feel like i am sharing my secret, i just have to say it.   read more →

the 5 worst marketing methods for accountants

update: see the rebuttal,the 3 most unused marketing methods for accountants

by sandi smith leyva
the accountant’s accelerator

there are a couple of dozen different marketing methods that you can use to build your practice, but they are definitely not created equally. in fact, some are so ineffective and costly that we really try to steer people away from them. here are five of the worst for building your practice. read more →