rule 1: act professional. the world is watching. next, join our survey to find out more. by rick telberg like 23 million others, accounting and finance professionals are flocking to the newest internet craze, twitter, the so-called social media micro-blogging … continued
while the housing crash has grabbed headlines for almost two years, commercial real estate has been holding up well. can that continue? not indefinitely, according to dallas-based appraiser jack p. friedman, cpa, abv, cff. what can cpas do? cpas may … continued
are you twittering yet? here’s what can happen. andrew rose, director of marketing and business development at naden/lean cpas in timonium, md., reports on the association for accounting marketing listserv that he went from twitter newbie to twitter success story. … continued
cpas rally around a few tried-and-true business-getting strategies.
by rick telberg
there are three kinds of marketing: lousy, tried and true, and new. read more →
you might have met scot before, here… blogging and twitter send cpa 75% of his business and here… what are cpas doing online? answer: serving clients and making money or, you may know him from online as the virtual cfo. … continued
practical steps to move you beyond the crisis. practice consultant tracy crevar warren says in the latest cpa insider the key components for your firm’s stimulus plan should include: strengthened client service more contact do a better job of being … continued
financial crash means tax season opportunities for savvy cpas. how’s your busy season so far? join the survey, compare results with your peers. by rick telberg lay-offs. cost-cutting. the stock market crash. global credit freeze. ruined retirements…. and then there’s … continued
learn what cpas are doing online: join the survey; get the answers. by rick telberg while many cpas are still getting used to the idea of blogs and instant messaging, many others are rushing to deploy the very newest, bleeding-edge … continued
a few years ago scot justice was working for a printing company in nashville and hoping, someday, to open his own cpa firm. he started blogging as an introductory web presence and marketing tool. a year or so later the … continued
closing deals by hosting seminars.jean caragher offers these key tips for successful seminar marketing from chris perrino, principal, business development, barnes dennig & co.: entertaining speakers outscore those with better content. send a “save the date” 6-8 weeks prior. send … continued
asking clients for feedback during these uncertain economic times can help to maintain strong, trust-based relationships with clients. “using a well-structured feedback tool to understand what clients need in a relationship with their advisors helps the advisor to do two … continued
some good advice for cpas dealing with the stock market crash. by rick telberg/at large gripped by the uncertainty and fear that comes with a stock-market crash and deepening recession, clients and individuals are turning to cpas for guidance and answers. cpas … continued
free download: genworth financial’s reg 7216 client consent sample forms, here:Â word doc.