Running a Firm (833)
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Connect with your Clients through Email Marketing
- Wednesday, 29 September 2010
- Running a Firm
- Written by Chad Brubaker
Businesses work hard to build a clientele, and retaining valued clients should be one of your top priorities. One of the best ways to stay connected to your clients is to reach out to them regularly through an e-mail newsletter. It can be a key component in your customer-retention strategy.
Setting Up Shop in the Cloud
- Monday, 27 September 2010
- Running a Firm
- Written by Eric Pulaski
Moving applications and data to an online environment is inevitable. It’s simply part of the accounting profession’s evolution. If you look at the continuum of change, it becomes clear where next generation accounting firms are heading. Pencil and paper to green bar reports and manual data entry…DOS to Windows…software CDs to web download…and finally on-premise-based IT solutions to SaaS (Software-as-a-Service).
Tech Support Goes Multi Channel
- Wednesday, 22 September 2010
- Running a Firm
- Written by Bob Scott
Technical support in the tax and accounting profession once meant one thing overwhelmingly--telephone support. And during the pressure cooker of tax season, it's still the mainstay of those seeking to solve software problems. But the advent of the Internet and social media have dramatically altered the support landscape, at once providing more tools for solving problems, but making it more complex at the same time.
The Three-Step Rule to Happy Clients
- Tuesday, 21 September 2010
- Running a Firm
- Written by Hugh Duffy MBA
Despite Mick Jagger's tax-related problems, he did have foresight about the accounting profession when he co-wrote the song "Satisfaction" way back in 1965. Making sure you have satisfied clients should be at the top of the list for every accounting firm. Yet, while your clients seem happy, how much do you really know about their satisfaction with your firm and its services? Better yet, how can you figure out if they are actually happy? If a firm can figure this out, it can soar above its competition and truly experience long-term survival.I refer to this as the "Three-Step Rule to Happy Clients:" Trust + Loyalty + Referrals = Value
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The Importance of Hiring the Very Best Employees
- Thursday, 02 September 2010
- Running a Firm
- Written by Brett Owens
As small business owners, we wear many different hats. Among which, hiring the right people, and helping them achieve their highest potential, are two of your most important responsibilities. But which one is MORE important?
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Financial Planning in Bad Times
- Wednesday, 01 September 2010
- Running a Firm
- Written by Bob Scott
A local contractor quipped that portions of Northern New Jersey had experienced three 100-year floods in the last five years. In a way, investors of a certain age know the feeling. "A client who is 50 years old has been exposed to three major downturns -1987, 2000, 2008 and a minor blip in 2003," says John DeVincent, EVP of marketing for eMoney Advisor. For those older, the previous bad experience, he continues, was "the crash of 1929."
Read more...Six Ways to Help Clients Stay Afloat
- Monday, 30 August 2010
- Running a Firm
- Written by Edi Osborne
Virtualization: Virtually Accepted?
- Wednesday, 11 August 2010
- Running a Firm
- Written by Bob Scott
Five years ago, most accounting firm partners would probably have stared blankly if you asked them about server virtualization and virtual machines. But now many are adopting server virtualization as a way of reclaiming space and improving hardware performance, even if they don't always understand the technology "It's been everything we hoped for and more," says CPA David Cieslak, a principal with reselling firm Arxis Technology of Simi Valley, Calif.
Custom Web Site or Template?
- Monday, 09 August 2010
- Running a Firm
- Written by Chad Brubaker
When it comes time to establish a Web presence for your firm, one of the first decisions you will have to make is whether your site will be a template - one that has already been designed for use by multiple firms, or a custom design - something graphically unique to your practice. In this article, we will examine the various factors to take into consideration when choosing which path to take.Read more...
Marketing – The Secret is in the System
- Monday, 05 July 2010
- Running a Firm
- Written by Adrianne Machina
Many companies struggle with marketing. They tell themselves, “It’s expensive. I’m not creative. Marketing doesn’t work for accounting firms.” It’s easy to get paralyzed by the myriad of marketing opportunities continually being presented. (Yellow pages? Facebook? Lumpy mailers? Aaaargh!) As a result, you end up stuck on the fence, trying to decide which way to go – and end up going nowhere at all. Unfortunately, having no marketing plan is the most dangerous and expensive marketing plan of all. If you are struggling, stop.
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Mar 05 2026
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Written by The Progressive Accountant
Learn about the latest trends in accounting technology, including automation,…
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Mar 05 2026
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Explore how accounting firms are leveraging hybrid work models to…
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Apr 26 2026
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Written by The Progressive Accountant
Explore recent state income tax reforms in the US and…
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Apr 26 2026
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Written by The Progressive Accountant
Explore how cloud technology is reshaping the accounting industry by…
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