Tax & Accounting Blog

‘Tis the Season for Holiday Marketing Personalization

‘Tis the Season for Holiday Marketing Personalization

In my last post, I talked about holiday marketing for CPA firms and other professional service providers. Sticking with that theme, today’s post is about holiday cards. More importantly, it’s about personalization – holiday card personalization. Business is all about relationships. Even retailers strive to make connections with their target markets, and some are more … Read More

Maximizing Staff Leverage in Your Tax Workflow

Maximizing Staff Leverage in Your Tax Workflow

It’s every firm owner’s dream: Find the right staff to complete low-priority work, so you can focus on more value-added services like marketing, consulting, networking and engaging new clients. Unfortunately it’s a dream that rarely materializes, and come January most owners are dragged into the trenches alongside their staff. But if you approach hiring with … Read More

‘Thank You’ Email Ideas for Your 2016 Thanksgiving Marketing

‘Thank You’ Email Ideas for Your 2016 Thanksgiving Marketing

It’s time to give thanks. Year-end finds many of us reflecting on the past year, both from a personal as well as a professional perspective. We look forward to celebrating the holidays with our family and friends, attending parties, exchanging gifts and giving thanks for even the smallest blessings we’ve received. We also think about … Read More