today’s top 10 marketing tactics for accounting firms

what’s working for cpa firms right now.

by rick telberg

the economic downturn seems to be driving accounting firms to turn increasingly to new technologies for their marketing and business development efforts.

to be sure, tried-and-true business-getting tactics such as networking, referrals and community service remain mainstays of practice development in the tax and accounting profession.

but you might be surprised by how many accounting firms are turning — in a sudden rush — to web site upgrades, e-mail promotions and social media to both stretch their marketing dollar and increase their reach.

in a bay street group/卡塔尔世界杯常规比赛时间 survey for the aicpa, new wave technologies are emerging as key ingredients in accounting firm marketing plans. we’ve been asking accountants to tell us which marketing activities their firms would be emphasizing anew in the coming months.

here’s what they’re saying: read more →

new webinars: marketing and client satisfaction

take a deep dive into the latest research on “the seven keys to success in cpa firm management.”

because you’re a 卡塔尔世界杯常规比赛时间 reader, i thought you’d like to know about two upcoming marketing and practice development webinars.

buy now at the bsg store
buy now at the bsg store

working with my colleague jean caragher of capstone marketing, we will reveal the findings of new research into how cpa firms are surviving-even thriving-with smart business development strategies. we’ll reveal, based on our own empirical research, what’s working and what’s not. and jean will share her sure-fire strategies for success. read more →

six rules for cpa firms in the new economy

what’s working today in cpa firm growth strategies?

by rick telberg

the recession may or may not be officially ending, but savvy cpas and accounting firms aren’t planning for a return to “the good old days.”

instead, smart accountants are retooling their skills and overhauling their offices for the next new economy. at general electric, for instance, jeff immelt, the ceo who was once ge’s cfo and an accounting standards wonk, is calling it “the reset economy.” some, like intuit ceo brad smith, prefer to call it the “new normal.”

whatever you call it, you can’t just cut costs, lay off people and expect a routine “post-recession” comeback. this new economic picture may be much different than any in a lifetime.

“it’s not just about cost-cutting” according to mike ramos, cpa and author of the first book in a new aicpa “practice forward ” series, ride the bear: strategies for cpa firms to thrive, survive, and grow in a down economy (ride the bear). ramos, a consultant to cpa firms, has written nine books, most recently the aicpa audit guide, assessing and responding to audit risk in a financial statement audit, an authoritative interpretation of the risk assessment standards. read more →