Tax & Accounting Blog

4 Types of Questions That Will Make a Splash Cultivating Relationships With Prospects via Email

4 Types of Questions That Will Make a Splash Cultivating Relationships With Prospects via Email

Understanding your clients’ needs is crucial to tailoring your products so they’re getting the most effective solutions but it can be challenging to ask the right questions. Jumping in feet first by asking the right questions can make a big splash. Here are four types of questions to ask when cultivating relationships with prospects. Reflective, … Read More

What Football Season Has in Common with CPA Firm Marketing

What Football Season Has in Common with CPA Firm Marketing

Hooray! Football Season is right around the corner. For NFL and college football teams, the Labor Day weekend represents the final days to practice before the season officially kicks off, with each team striving for a winning streak. But did you know that the start of football season coincides with another season, pertinent to CPA … Read More

Accounting Marketing Industry Leaders BizActions & PDI Global Have Become Checkpoint Marketing for Firms

Accounting Marketing Industry Leaders BizActions & PDI Global Have Become Checkpoint Marketing for Firms

Have you heard? BizActions & PDI Global have become Checkpoint Marketing for Firms. You will thrive in your retention, lead generation and revenue growth goals when we leverage the deep insight and resources of our Thomson Reuters Checkpoint brand and combine them with our innovative, informative client communication and marketing solutions. You’ll have access to … Read More

Help Your Email Marketing Strategy Take Flight

Help Your Email Marketing Strategy Take Flight

Help your email marketing strategy take flight with these 14 tangible and actionable examples of compelling content that you should include on your content marketing editorial calendar. 1. Numbered Lists Develop a series of informative, interesting, relevant and entertaining facts (“10 Things You Need to Know…”) Prospects are often drawn in by the easily-perused format that a numbered list offers. Offer … Read More