firms need to look at the busy season as a stepping stone, while their clients are focused on taxes and accounting more than any other time.
here’s why you need a business development strategy in busy season: read more →
learn how to recognize and participate profitably in the incoming tide. by bruce w. marcus professional services marketing 3.0? this from someone who has written, spoken, railed against jargon and gimmicks? well, yes, because in this rapidly changing economic environment, … continued
five reasons this is the wrong time to take your eye off the ball.
firms need to look at the busy season as a stepping stone, while their clients are focused on taxes and accounting more than any other time.
here’s why you need a business development strategy in busy season: read more →
by robert j. lees, august j. aquila
and derek klyhn
creating the effective partnership
regardless of their ownership structure, most firms either operate as partnerships or would prefer to operate as partnerships.
the tensions between being a business and the loss of the values and ethics of being a partnership feature strongly in our research.
but accounting firms are different from their corporate counterparts in a number of ways, which impact their functioning and, therefore, their leadership. read more →
help your clients account for marketing costs.
by sandi smith leyva
the accountant’s accelerator
one of the value-added services we can offer clients is to align their chart of accounts with their tax form so that the numbers are easy to pull off at tax time. but there’s an even bigger opportunity if we take a deeper look. read more →
what’s on accountants’ cpe agendas this year? join the survey; get the answers.
by sandi smith leyva
the accountant’s accelerator
attending and learning from conferences can be amazing opportunities for your career or your business. they can also be huge money drains. it’s easy to take a look at the conference registration and make a quick decision about whether we can afford it – or even worse – whether it will clear our credit card limit or not. read more →
is the traditional business model holding back the profession? by bruce w. marcus professional services marketing 3.0 it’s not a race, nor are there prizes for the winner. but it has been suggested that personal financial planners trading in college, … continued
and, it’s not a mission statement. by bruce w. marcus professional services marketing 3.0 there is no great mystique to the marketing concept of positioning. while it’s not as simple as some would make it seem, nor as complex as … continued
by sandi smith leyva
the accountant’s accelerator
if you don’t already have a domain name for your website (or you’ve never liked the one you have), here are eight tips on how to choose the best domain name that will help your site get found and help you get more business. read more →
is the question ludicrous? by bruce w. marcus looking at the question from a different point of view, the international consultant patrick mckenna said, “if you’re trying to determine which of the two professions (lawyers or accountants) are the more … continued
…but only if you’ve done everything else first.
by sandi smith leyva the accountant’s accelerator
it’s likely your friends and peers are urging you to get on the social media bandwagon. hearing about social media is unavoidable these days. we have many clients who feel stressed about the whole topic. the stress or guilt comes in when they don’t really want to do it but their friends keep urging them to.

more on small-firm growth strategies: 5 ways to attract higher-quality clients | 6 biz dev metrics accountants should measure | 5 areas to improve client acquisition success | are accountants newsworthy? you bet! | when accountants don’t know they don’t know | seven hot lead generation methods for accountants | what stage of business are you in? | 8 essential ingredients for your new client welcome kit | 4 ways small firms can surpass larger firms | rebuttal: the 3 most unused marketing methods for accountants
i like to take a contrarian view with social media: i believe it’s not a cost-effective marketing tool for a majority of accountants. nevertheless, there are some very important exceptions where it can pay off big. here are some ideas just in case you can’t resist getting started in social media.
by bruce w. marcus professional services marketing 3.0 too often, we simply take risk for granted and go headlong into danger and chaos. it needn’t be so. even in view of the elements of risk over which we have no … continued
what do we want people to know, think or feel as a result of our internal communications efforts, and why? by bruce w. marcus the answers to these questions are the foundation for any communications activity, internal or external. they … continued
the myth of “niche marketing.” by bruce w. marcus there is much ado, these days, about niche marketing and target marketing and using mailing lists and knowledge management. how does it all come together to make sense for the smaller … continued