Best LinkedIn Groups for Accountants and Tax Professionals

Posted on October 26, 2017

Did you know that LinkedIn is the #1 social media site for professionals?

Cybersecurity: Is Your Tax and Accounting Practice Secure?

Posted on September 12, 2017

Few professions have felt the brunt of identity theft like the tax and accounting profession. This profession is in the crosshairs; clients may have their identities stolen and have to deal with [..]

How to launch a tax and accounting brand in 11 easy steps

Posted on August 7, 2017

Starting a new tax and accounting practice is an exciting endeavor. Whether you are spinning off from another firm, purchasing a practice or starting from scratch, there is a great deal of excitement [..]

Don't hold back your growth with a bad first impression.

Posted on June 12, 2017

As a CPA, EA or other tax accounting professional, one of the most important things for you to understand is that marketing is not the end of the story ― in many ways, it is only the beginning. [..]

10 simple tips to improve your CPA or Accountant website bio page.

Posted on May 26, 2017

We use heat mapping to track where visitors go when visiting our tax and accounting professionals’ websites. Other than Track My Refund, the bio page is the most clicked on secondary page [..]

Accountant Marketing Webinar Recording: How to Build a Five Star Practice

Posted on May 26, 2017

Your relationships are built on trust. For the best outcomes, your clients need to share intimate details about their life. Everything from their health, marriage status, to financial troubles [..]

Reviews communicate to consumers you are trustworthy.

Posted on May 19, 2017

Building a five-star tax & accounting practice with reviews allows you to leverage your knowledge and intellectual property. Consumer behavior has changed, and you must change with it. You [..]

Drive more referrals from your biggest fans.

Posted on May 16, 2017

What if your clients started sending the referrals to you, automatically?

New Research: Reviews Increase Search-Result Click-Through Rates by 28%

Posted on April 27, 2017

Building trust with your audience is the most important job for any busy tax or accounting professional. This process starts when a consumer or small-business owner is first introduced to your [..]

5 Tips for Converting Leads into Clients

Posted on March 7, 2017

For successful tax, accounting and financial services professionals, the ability to turn prospective client inquiries into long-term client relationships is a critical skill. Even if most of [..]

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