Why does content marketing work so well for CPAs and tax accountants?

Posted on June 14, 2012

There is a shift in what works for building brands and long-term relationships with clients. The traditional push-and-interrupt marketing techniques of the past are being replaced with using [..]

Four Reasons Why Print Newsletters Should Have a Place in Your Marketing Budget

Posted on May 10, 2012

Just because tax season is over doesn't mean you should stop communicating with your client base. The stronger the client relationship, the more referrals, the higher the fees, and the better [..]

Tax Professionals are now using skype for client tax interviews.

Posted on March 28, 2012

This year we have seen more CPAs and Tax Accountants using skype for client tax interviews. The skype technology (and others like it) allow you to securely place calls to clients anywhere in [..]

Marketing for Accountants: New Idea for Accountants - Use government unclaimed property Websites to build client good will and find new prospects.

Posted on March 26, 2012

Recently, while researching where a missing tax refund was located, I found the California unclaimed property search Website. While I couldn't track down my missing tax refund (perhaps because [..]

Marketing for Accountants - What are QR Codes?

Posted on March 19, 2012

During the last few months, we have received quite a few inquiries from our CPA and tax accounting clients about QR Codes. QR Codes can be used to save information into a scannable barcode. Anyone [..]

How often should Tax Accountants communicate with clients and prospects?

Posted on February 9, 2012

I hear the following from my customers from time to time, and it goes against everything I see from top producers: "I don't want to bother my clients by sending them a newsletter or other client [..]

Tips to Make Your Tax Accountant Blog Work for You

Posted on December 23, 2011

There are many reasons why a tax accountant blog can be effective in marketing your practice. The updated content is indexed by Google and will increase the visibility of your website. The timeliness [..]

Use Email to Gain Social Media Followers

Posted on December 23, 2011

Your email newsletter subscribers can be ambassadors for your brand, helping you gain new social media followers and spread your content beyond your existing audience.

Marketing for Accountants Survival Guide

Posted on December 21, 2011

Our profession is still primarily a word-of-mouth referral business. Therefore, any marketing concepts that you utilize should start with your current clients and expand outward. I provide marketing [..]

Case Study - How enrolled agents utilize their chapter website to communicate to their members

Posted on September 29, 2011

ClientWhys started designing chapter websites after several tax accounting website customers wanted us to help their organizations as well. We made some changes on content and feature tools and [..]

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