From Leads to Loyalty: The Impact of CRM on Accounting Firm Success
A CRM could be the difference between a lead and a loyal accounting client. Is the way you’re organizing client information holding you back? Spreadsheets may be [...]
Digital Marketing for Accountants: How to Find Your Target Clients in the Online World
Maybe you haven’t dipped your toes too far into digital marketing yet. After all, the internet is a big, scary place that’s constantly changing. It can be [...]
New Bookkeeping Client Questionnaire: Developing a standard list of questions to ask your prospects
Understanding a prospective client’s business is vitally important to starting the future relationship off on the right foot. Bookkeeping and CAS firms need to develop a standard [...]
Growing your firm (without spinning out of control)
Firms often struggle with how exactly they can take on new clients and expand their client service offerings without descending into chaos. But it is possible to [...]