and how to save them from themselves. cpas interested in providing personal financial planning don’t need to do it all. the secret to success in pfp is finding the right partners, according to michael david schulman, cpa/pfs, third generation owner … continued
amid the stock market crash and a deepening recession, clients need the faith and comfort that only a cpa skilled in personal financial planing can bring. in this brief interview, mark w. mcgorry, jd, cfp (plus cpc, clu, and aep), … continued
and the four misconceptions holding cpas back. by rick telberg with tax season approaching, cpas face a rare opportunity for valuable face-time with clients who may be feeling unsettled – if not completely up-ended – by the sputtering economy and … continued
how to elect a president — or get a client. by bruce w. marcus if, as a marketer, you’ve ever been involved in a political campaign, then you know that a political campaign is simply another form of marketing. an … continued
growth-minded cpas and firms can’t afford to retrench in times like these. an overflow crowd of cpas and marketing executives gathered in new york for the aicpa accounting firm marketing forum, produced in cooperation with members of the association of … continued
competitive cpa firms are increasingly turning to new strategies and technologies to attract and retain clients. by rick telberg five of the hottest new marketing strategies are illustrated in the current issue of marketrends, the newsletter of the association for … continued
52% of accounting firm clients say they’re “very satisfied.” that’s markedly better than lawyers, consultants or the rest of the professional services industries studied by wellesley hills group, a management consulting, marketing, and lead generation firm. buy the study at … continued
be careful! it’s complicated. for instance: if you plan to use a mail house or thirdâ€party distributor to send print or eâ€mail newsletters, you may need to get the client’s consent first. the association for accounting marketing and pdi global … continued
you don’t need hundreds of hours of cpe to get started. all you need is a client. just one client. so says gale crosley, business development adviser to cpa firms at crosley + co. [click here to buy her book.] … continued
sally glick, chief marketing officer and growth strategist at sobel & co. cpas in livingston, n.j., has been named the first woman principal of the firm. so we asked her… 1. what are the key challenges and opportunities facing cpa … continued
when times get tough, the tough get better. is your firm ready? join the study; get the answers. by rick telberg how do you rate your firm? let us count the ways… actually, we counted seven ways, or rather seven … continued
you’d think the small business market must shrink in a recession. but you’d be wrong. and it can be a fatal mistake, according to warrillow & co. researchers. the net number of small businesses actually grows during a downturn. the … continued
serial accounting software entrepreneur sees opportunity amid the market chaos. q: how concerned should cpas be? lacerte: cpas should be concerned. but, this is an incredible opportunity for cpas to step in and be positive change agents with businesses — … continued