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卡塔尔世界杯常规比赛时间
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2022年北京世界杯

marketing

what’s in your firm’s stimulus plan?

march 10, 2009

by 卡塔尔世界杯常规比赛时间 research

practical steps to move you beyond the crisis. practice  consultant tracy crevar warren says in the latest cpa insider the key components for your firm’s stimulus plan should include: strengthened client service more contact do a better job of being … continued

a crisis is a terrible thing to waste

february 18, 2009

by 卡塔尔世界杯常规比赛时间 research

financial crash means tax season opportunities for savvy cpas. how’s your busy season so far? join the survey, compare results with your peers. by rick telberg lay-offs. cost-cutting. the stock market crash. global credit freeze. ruined retirements…. and then there’s … continued

why cpas twitter

february 17, 2009

by 卡塔尔世界杯常规比赛时间 research

learn what cpas are doing online: join the survey; get the answers. by rick telberg while many cpas are still getting used to the idea of blogs and instant messaging, many others are rushing to deploy the very newest, bleeding-edge … continued

blogging and twitter send cpa 75% of his business

february 12, 2009

by 卡塔尔世界杯常规比赛时间 research

a few years ago scot justice was working for a printing company in nashville and hoping, someday, to open his own cpa firm. he started blogging as an introductory web presence and marketing tool. a year or so later the … continued

10 tips for successful seminar selling

january 28, 2009

by 卡塔尔世界杯常规比赛时间 research

closing deals by hosting seminars.jean caragher offers these key tips for successful seminar marketing from chris perrino, principal, business development, barnes dennig & co.: entertaining speakers outscore those with better content. send a “save the date” 6-8 weeks prior. send … continued

6 tips on building referral relationships in down markets

january 28, 2009

by 卡塔尔世界杯常规比赛时间 research

asking clients for feedback during these uncertain economic times can help to maintain strong, trust-based relationships with clients. “using a well-structured feedback tool to understand what clients need in a relationship with their advisors helps the advisor to do two … continued

what would warren buffet do?

january 26, 2009

by 卡塔尔世界杯常规比赛时间 research

some good advice for cpas dealing with the stock market crash. by rick telberg/at large gripped by the uncertainty and fear that comes with a stock-market crash and deepening recession, clients and individuals are turning to cpas for guidance and answers. cpas … continued

irs reg 7216: sample consents from genworth financial

january 25, 2009

by 卡塔尔世界杯常规比赛时间 research

free download: genworth financial’s reg 7216 client consent sample forms, here:  word doc.

q&a with michael david schulman cpa: the 3 worst mistakes a client could make

january 21, 2009

by 卡塔尔世界杯常规比赛时间 research

and how to save them from themselves. cpas interested in providing personal financial planning don’t need to do it all. the secret to success in pfp is finding the right partners, according to michael david schulman, cpa/pfs, third generation owner … continued

priests, rabbis or cpas: who do investors need more in today’s perilous market?

january 20, 2009

by 卡塔尔世界杯常规比赛时间 research

amid the stock market crash and a deepening recession, clients need the faith and comfort that only a cpa skilled in personal financial planing can bring. in this brief interview, mark w. mcgorry, jd, cfp (plus cpc, clu, and aep), … continued

three things every client needs from their cpa today

january 20, 2009

by 卡塔尔世界杯常规比赛时间 research

and the four misconceptions holding cpas back. by rick telberg with tax season approaching, cpas face a rare opportunity for valuable face-time with clients who may be feeling unsettled – if not completely up-ended – by the sputtering economy and … continued

bruce w. marcus: what barack obama can teach cpas about marketing

january 19, 2009

by 卡塔尔世界杯常规比赛时间 research

how to elect a president — or get a client. by bruce w. marcus if, as a marketer, you’ve ever been involved in a political campaign, then you know that a political campaign is simply another form of marketing. an … continued

why marketing matters even more today [video]

january 18, 2009

by 卡塔尔世界杯常规比赛时间 research

growth-minded cpas and firms can’t afford to retrench in times like these. an overflow crowd of cpas and marketing executives gathered in new york for the aicpa accounting firm marketing forum, produced in cooperation with members of the association of … continued

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