the ultimate checklist to get you started.
by sandi leyva
the complete guide to marketing for tax & accounting firms
when we think about the word “advisory,” we accountants might think of financial ratios. advisory is so much more than that. it’s, in effect, everything we do for our clients that is not compliance work – work required because of government regulations and deadlines.
small firm growth strategies: mix and match marketing channels | marketing materials 201: some advanced tips | make newsletters work for you | technical aspects of video and youtube | how to schedule social media content | speaking: how, where and getting leads from it | partnering: referrals on steroids
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here is a comprehensive list of advisory services to consider adding to the compliance services and other services you already offer. each one represents a potential new revenue stream for your business.