For many CPA firms, the phone is still one of the primary entry points for new business. Prospective clients call with tax questions, consultation requests, or urgent compliance concerns. Existing clients call about deadlines, documents, and billing. Every missed call is a missed opportunity, yet answering every call live is expensive and distracting. The solution …
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Client relationships are the foundation of every successful CPA firm. Whether you focus on tax preparation, audit, advisory, bookkeeping, or niche consulting, your ability to manage communication, track engagements, and nurture long-term relationships directly affects revenue and retention. That is where a CRM becomes essential.A CRM, or customer relationship management system, helps CPA firms organize …
For decades, the romantic image of the accountant — alone in a dim office, surrounded by paper returns and coffee cups — persisted long after the spreadsheet made it obsolete. Now, a second reckoning is underway. Artificial intelligence in 2026 is not the clumsy chatbot of three years ago. It is a tireless analyst, a …
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Entrepreneurship is often portrayed as a solo journey. The lone founder working late nights, figuring everything out through trial and error, building something from nothing through sheer willpower. While independence and resilience are important traits, the reality is that entrepreneurship becomes significantly easier when you have a mentor. Starting and growing a business requires constant …
Most people approach blogging with the same goal: get more traffic. They chase page views, obsess over impressions, and measure success by how many visitors land on their site each month. But traffic alone is not the point. The real key to blogging is not attracting the most visitors. It is attracting the most valuable …
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Reputation management is the ongoing process of shaping, monitoring, and protecting how your firm is perceived by clients, prospects, and the broader market. For CPAs, reputation is not a marketing accessory. It is the foundation of trust. In a profession built on accuracy, integrity, and confidentiality, how people perceive your name often determines whether they …
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Most marketing is an act of faith. A company buys a billboard, runs a television commercial, sponsors a podcast, or plasters their logo on the side of a stadium and hopes that somewhere down the line, some portion of the people who saw it will eventually become customers. There is no way to know which …
Read more “What Is Direct Response Marketing and Why Does It Work So Well”
There is a persistent belief among skilled professionals that selling services online is something other people do. Younger people, maybe. Tech-savvy people. People whose work happens to translate naturally to a screen. The attorney who has built a practice through decades of handshakes and referrals, the accountant whose clients have always walked through a physical …
There is a marketing channel that costs almost nothing, reaches people who have already expressed interest in your services, and consistently outperforms social media in terms of driving actual business results. It has been around for decades. It is not glamorous. And most CPA firms are either ignoring it entirely or using it so poorly …
Social media is not something most CPAs grew up thinking of as a professional tool. It can feel frivolous, time-consuming, or simply outside the culture of a profession built on precision and discretion. But the reality is that social media has become one of the most cost-effective ways for accounting professionals to build their reputation, …