Tax Season Marketing 101: Referral Incentives
Keys to creating a winning referral program According to a recent survey done by Accounting Today, client referrals are still the number one source of…
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New Strategies for Data Analytics & Business Intelligence webinar helps even non-techies leverage data
We have more computing power in our hands than ever before in history. But with this growing amount of data come many questions about how…
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Five new CCH Axcess iQ events prompt new service opportunities for your firm
With the increasing commoditization of compliance services, fewer people think they need a tax professional simply to prepare a return. Added to this, DIY tax…
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Data-Based Marketing – a 4-step strategic plan
Firms don’t always consider technology in their strategic planning process, but that’s a mistake. If you’re looking to update your strategic marketing plan, look at…
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5 ways to grow your firm
In today’s accounting firms, achieving high growth targets will require new and better ways to differentiate yourself from your competitors. Improving operations can help you…
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Why your marketing website needs to be mobile-responsive
For as long as the Internet has been used for commercial purposes, small business marketing websites have slowly increased from a “nice to have” to…
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4 ways to up your email marketing game
In the process of updating and refining your marketing strategy for 2019, you will probably be looking for ways to make your email marketing more…
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Staying on top of digital marketing trends in 2019
Growing your business in 2019 relies on solid communication with your market. Without a solid marketing plan, it becomes very difficult to collect leads, build…
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End of Year Project: Start a Client Newsletter
Our ebook, Firm Operations: Office Productivity Projects, provides instructions for 9 projects firms can complete before tax season. Varying in complexity from a few hours…
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Firm Operations How-To: Prepare clients for tax season
No matter how prepared your firm is for tax season, you won’t get a head if your clients aren’t ready. Client preparation is frequently cited…
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