Tax & Accounting Blog

10 Tips for Stress-Free Professional Holiday Marketing

10 Tips for Stress-Free Professional Holiday Marketing

‘Tis the season for holiday marketing! Does the holiday season create stress? For many marketers in the professional service industries, an added layer of pressure is heaped upon us this time of year. The holiday season can be overwhelming for everyone, whether marketing director or weary shopper. Life’s pace is ratcheted up a notch during the fourth … Read More

‘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