Tax & Accounting Blog

6 Emails You Must Send to Remain Top of Mind and Earn More (New) Business

6 Emails You Must Send to Remain Top of Mind and Earn More (New) Business

Sending out marketing emails on a regular basis is a great way to nurture prospects and clients and keep them thinking about your business. But merely sending out a slew of mass emails is not going to help you gain credibility, build trust and earn more business. “Emails are a cost-effective way to stay top of mind with … 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

The 4 Secrets to Forging a Strong Rapport With Prospects, Instantly

The 4 Secrets to Forging a Strong Rapport With Prospects, Instantly

(Spoiler alert: It’s all about the “ask”.) Whether you sell professional services to executives and high net worth individuals or widgets to consumers, it is absolutely vital to instantly establish and maintain a strong rapport with prospects. You have to get them to know, like and trust you. Quickly. You have to make an emotional connection. Bond … Read More

3 Darn Good Reasons to LOVE Email Marketing

3 Darn Good Reasons to LOVE Email Marketing

With the seemingly endless growth of social media, you may have become skeptical about the efficacy and longevity of email marketing. Yet, year after year, sources prove that email marketing continues to reign supreme, remaining a critical and highly profitable component of any successful business development strategy. Email marketing might not be a shiny or sexy as social media, … 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