you know more than you think about your clients

now is the time to use that knowledge for a little crm tlc.

by becky livingston

this is a great time to schedule a touch-base with your clients. but, oh, what to touch base about?

here are four customer relationship management tips for cpas to consider:

posted on november 21, 2011

becky livingston

about the author

becky livingston, the founder, and ceo of penheel marketing, has more than twenty years of experience in marketing and communications, as well as a strong background in technology. she can also be found doing public speaking gigs across the country.

she is the author of
the accountant's social media handbook

buy now | learn more

and
seo for cpas: the accountant's handbookbuy now | learn more

see becky livingston's latest articles at 卡塔尔世界杯常规比赛时间

she began her career as a computer programmer in the chemical engineering field, then moved into web development and online marketing–all of which has led her to this business. her forte is big-picture thinking and strategic management of complex initiatives.

but don’t let that scare you. her technology background has taught her a great deal about project management and what it takes to make projects come to life.

her corporate career expands to non-profits, large companies, and cpa firms. she has supported businesses in chemical engineering, dot-coms, and, at kpmg, big four cpa firms. in her management roles, she has been able to bring complex ideas into reality while keeping an eye on the big picture.

becky’s ability to understand the details, to estimate the project timelines, and to see how each piece of the project can impact others is key to her success. she also serves as an adjunct professor, author, and speaker.

with a graduate degree from pace university in information systems, livingston also holds undergraduate degrees from two other colleges, plus a certificate in corporate training from nyu.

she is also an active member of the association for accounting marketing (aam) and the bergen county (n.j.) professional women’s network. penheel marketing builds muscle – marketing muscle – for cpas and small business owners. in addition to strategic consulting, the firm provides marketing services, such as content development, blog writing, online advertising, website development, graphic design, copywriting and ghostwriting, traditional marketing services, like print ad development, inbound marketing, search engine optimization, and more.

livingston can be reached directly at becky [@] penheel.com. follow her on twitter with @penheel

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