marketing

tweak your growth plan in five easy steps

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050508.jpgcpas update sales and marketing strategies for tough economic times

what’s working for cpa firms today? join the survey; get the answers.

by rick telberg
at large

many accounting firms, already inundated with more than enough work, are rethinking their new business strategies and are turning away from sheer growth in fees and clients to refocus instead on sustainable profit and enterprise value.

for many accounting firms in recent years, marketing has not been a problem. new clients have been rolling through the doors. and, in fact, cpas are working longer hours or even turning away business to handle the surge.

but with the economy shifting into low gear, more cpas are taking a new look at their marketing and business development strategies.

here are five fresh viewpoints to tweak your marketing strategies: read more →

cpa firm benchmarks: marketing and business development

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red_pencil_survey.jpg new data shows firms are seeking niche opportunities.

cpas have made great strides in the art and practice of sales and marketing. but, according to at least preliminary results, the profession still has a long way to go in adopting robust business development practices.

the good news is that most firms appear to be embracing some form of niche marketing. the bad news is that most accountants remain dissatisfied with their firm’s activities.

read more →

a few good ideas for thriving in tax season

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pittsburgh-area firms have it figured out.

sisterson & co. llp gave its employees “wellness kits” in february — baskets packed with antacids, tissues, aspirin, first aid kits and hand sanitizer — to make sure workers are prepared for the months ahead. “it’s tough this time of year because people have colds, and they’re working harder and not sleeping as well as they should,” says cheryl talerico, sisterson marketing manager. read more →