A Win for the
Home Team
Firms are often too modest for their own good. That was certainly the case with a well-respected local CPA firm that knew they needed to do something differently when national players entered their market. While it was a bit unclear from their marketing what made them special, a few conversations with clients quickly revealed this firm’s super powers. Their clients truly appreciated their deep industry knowledge, the support the firm provided their business and excellent guidance delivered with the flavor of a local firm. Their newly developed brand embraces their local sensibility, which ultimately has grown the firm’s national presence and reputation.
Niche
Bootcamp
Developing a niche is so important for CPA firms that MassCPAs asked us to create a program specifically for small firms to find their niche. This summer we’ll be rolling out a Niche Bootcamp for local firms that want step-by-step guidance and feedback from Alison.
Moving Forward
Together
Even the most simpatico firm leaders have their own individual perspective and long term goals when it comes to the firm’s success. And when a firm faces a fundamental change, this can also bring up different emotions among the stakeholders. When partners at a wealth management firm knew they needed a re-brand that would likely result in a very different firm identity, the Beyond Brand process helped all of the partners approach the change more objectively by letting the data guide the outcome. Now they are all proud ambassadors of the new brand!