Monthly Marketing Insight

Engage Takeaways Conference season is a great time to meet with the boldest and brightest minds in our profession. AICPA ENGAGE 2019 was no exception. This year, conference speakers wowed me with their ideas for innovation, growth, and evolution. Here … Continued

In 2018, CPAs faced historic tax changes; they also found themselves at the precipice of the Transformation Economy. The world of accounting is evolving at a fevered pace. Knowing the trends that are shaping growth for the accounting firm of tomorrow will help you move up the value chain. Here are 5 trends that should be on your radar for 2019.

Our 25th Mid-Year Meeting concluded on November 9th, 2018. Over 15 attendees including members, prospects, and partners attended the one-and-a-half-day conference in Scottsdale, Arizona. Below is a synopsis of the session highlights.

Our 25th Mid-Year Meeting concluded on November 9th, 2018. Over 15 attendees including members, prospects, and partners attended the one-and-a-half-day conference in Scottsdale, Arizona. Below is a synopsis of the session highlights.

If your firm is on Facebook, you may be surprised by the look of your company page. On August 24th, Facebook updated all business pages to one of its new designs. The new layout aims to help businesses showcase essential information and make it easier for people to engage with your company online. There are several changes to be aware of; below is a summary of what you need to know.

This year’s annual meeting, held in Chicago, Illinois, was attended by over 30 attendees including members, prospects, and international guests. Below you will find a synopsis of the two-and-a-half-day conference.

This year’s annual meeting, held in Chicago, Illinois, was attended by over 30 attendees including members, prospects, and international guests. Below you will find a synopsis of the two-and-a-half-day conference.

With another busy season behind us, now is a great opportunity to think about what comes next. For many of our member firms, this means revisiting marketing and business development activities that were put on hold. These next six to eight weeks are a great opportunity to refocus, plan and implement. One area to consider evaluating might be your approach to corporate social responsibility (CSR).

As today’s decision makers shift, so too are the expectations around client service. Understanding what clients want is important. While there are some trends or commonalities across generations, the fact is, people are changing. To exceed client expectations, it’s important that CPA firms pay close attention to their client experience and invest in it. Here are six tips to help you to improve your client experience.