Marketing can take many different forms, from direct mail postcards to web page copy; from social media to podcasting and so much more. What every marketing method has in common is a crafted message. Even if you’re handing out fliers on a street corner, you have to decide...
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What is a “CRM” system and why is it so important to the success of a growing CPA practice? A CRM system is software – specifically, Customer Relationship Management software. At the heart of any CRM system is its database – a hub of customer information. A wide...
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You may be caught between wanting new clients and feeling trepidation about signing them up. You might even be beating yourself up about it. Of course, I want a new business. So why do I feel so uncomfortable closing the deal? And how do so many other practitioners find...
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With the overwhelming amount of content available online these days, getting customer attention has become a real challenge. Most people only stay on websites for about 15 seconds, unless they’re being entertained (ex. YouTube). Even social media sites are experiencing the struggle. Sorry, Facebook. This makes it pretty difficult...
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In every CPA practice, there are endless ways to spend money. But where are you really getting the best ROI? While every firm is unique, there are several key areas where a practitioner’s investment is seldom wasted. If you’re looking to make some changes to your budget for 2019,...
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Author of the Ultimate CPA Practice in the New Economy and The Million Dollar CPA Firm
