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2024 BDO Alliance Conference

Simons Marketing is hitting the road! Myah and Alison will be presenting two sessions during the BDO 2024 Alliance Conference in Las Vegas. These…

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Growing CPA Firms Don’t Wait To Cross-Sell

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Developing a CPA Firm AI Policy

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3 Ways We’re Using ChatGPT for CPA Firm Marketing

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2024 BDO Alliance Conference

Simons Marketing is hitting the road! Myah and Alison will be presenting two sessions during the BDO 2024 Alliance Conference in Las Vegas. These…

Maximizing CRM Impact: Real-World Examples for Firm Growth

This article originally appeared in Association for Accounting Marketing's CPA Growth Trends. On March 13th, AAM hosted an AAM High! webinar on…

From DEI to The Four Freedoms

Various events in 2020 accelerated efforts for many businesses to commit to diversity, equity and inclusion. That often looked like internal…

Buzz from the hive: A nail biter!

It's nearly Spring and the bees’ status is in question. This was the hardest winter of beekeeping I've ever had. Remember, the bees…

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Musings On…What is GOOD marketing?

A recent article by David C. Baker framed one of my pet-peeves in an interesting way. Marketers often find themselves working to assuage concerns…

Integrating Wealth Management into Your CPA Firm: How Marketing Can Help

As CPA firms expand their service offerings, wealth management often seems like a natural extension of their core services. Adding wealth…

Musings On…What is GOOD marketing?

A recent article by David C. Baker framed one of my pet-peeves in an interesting way. Marketers often find themselves working to assuage concerns…

Musings On: AI shouldn’t spur a race to the bottom when it comes to CPA firm pricing

As I continue to immerse myself in the world of AI, something has been nagging at me. I can’t stop thinking about the impact AI will have on…

3 Ways We’re Using ChatGPT for CPA Firm Marketing

This article was written by our managing director, Myah Shein. I should start by admitting I’m not exactly a luddite, but I can be skeptical…

The Art and Science of Marketing

Most marketing emerges at the intersection of art and science. It draws on creativity, vision and intuition associated with art-making, as well as…

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Best of 2022

Before we say goodbye to 2022, we wanted to take a look back at some of our favorite ideas and articles we shared in the past year. From the…

A Rainbow of Prospects: Marketing by Personality Type

Thomas Erikson’s Surrounded by Idiots was last month’s newsletter “What We’re Reading” shoutout and I can’t let…

Is the “CPA” in your firm’s name holding you back?

Public accounting is highly respected. The profession has worked for decades to garner and maintain its “trusted partner” reputation.…

The Intersection of Marketing and Risk for CPA Firms: 6 Areas to Watch

As a CPA, your clients look to you to help them avoid and mitigate risk, and it’s a responsibility most professionals take seriously. But at…

Make Your Brand Stand Out from the Competition

According to Spotio, “B2B buyers are 57%-70% through buying research before contacting sales.” Undoubtedly during that effort, they…

The Client’s Journey - Bring Your Clients the Right Ideas at the Right Time

When we think about the buyer’s journey, the path often ends when the prospect signs the contract. However, as advisors, engaging and…

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We’re Wired for Story…Use it in your Marketing!

According to Joe Lazauskas, co-author of The Storytelling Edge, “...human beings are programmed for stories.” He goes on to discuss the…

Market Research Based Brand Development

Whether your firm has invested heavily or hardly given it a moment’s thought, you already have a brand. What may surprise you though, is that…

Musings On…What is GOOD marketing?

A recent article by David C. Baker framed one of my pet-peeves in an interesting way. Marketers often find themselves working to assuage concerns…

Musings on Self-Diagnosed and Self-Prescribed Clients

I’ve been thinking about the "self-diagnosed and self-prescribed” client, a well-framed idea by one of my favorite business…

Firing Clients: Beyond the Stale Grade-and-Fire Advice

You’re not allowed to claim favorites among your children, but you are allowed to have favorites among your clients. Conversely, you’re…

Supporting Women in Professional Services

Deemed “Women’s History Month,” March offers the opportunity to celebrate accomplishments by women throughout history, across…

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Musings on an Old Adage: Hole, Drill or Hung Picture

Professor Theodor Levitt shared the idea that “People don't want to buy a quarter-inch drill, they want a quarter-inch hole.” But,…

We’re Doing Well, Why Do We Need Marketing?

When the work is coming through the door, and you’re busier than ever, it may be hard to see why your professional services firm needs…

Maximizing CRM Impact: Real-World Examples for Firm Growth

This article originally appeared in Association for Accounting Marketing's CPA Growth Trends. On March 13th, AAM hosted an AAM High! webinar on…

Musings On…What is GOOD marketing?

A recent article by David C. Baker framed one of my pet-peeves in an interesting way. Marketers often find themselves working to assuage concerns…

Integrating Wealth Management into Your CPA Firm: How Marketing Can Help

As CPA firms expand their service offerings, wealth management often seems like a natural extension of their core services. Adding wealth…

Growing CPA Firms Don’t Wait To Cross-Sell

Accounting Today reports that, “Three in four sales professionals claim that cross-selling accounts for 30% of their revenue.” In other…

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Five Ways Firms Leaders Impact Retention Through Employee Experience

All together now “Marketing doesn’t set your goals; it helps you achieve them!” Since recruiting and retention are top priorities…

Offer a Paid Assessment to Get Started with Advisory Services

As a CPA, you can’t go to a conference, listen to a podcast or read an article without being reminded about the importance of providing…

Maximizing CRM Impact: Real-World Examples for Firm Growth

This article originally appeared in Association for Accounting Marketing's CPA Growth Trends. On March 13th, AAM hosted an AAM High! webinar on…

CPA Firm Marketing Q&A: Why are people unsubscribing from our email list?

Recently Alison and I were presenting a webinar for BDO specifically for CPA firm administrators who are also tasked with marketing activities.…

Create better prompts to get the most from generative AI

By now you’ve likely seen demos by AI evangelists revealing impressive results from generative AI tools. But when you try to get ChatGPT to…

How to Choose a Web Developer and Set a Website Budget

Here’s a pretty typical scenario we encounter when meeting with a prospective client about developing their new website: Me: What budget have…

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Ensuring ADA Website Compliance for CPA Firms: An Essential Step for Inclusive Client Services

Websites are the primary gateway for most businesses, and like any gateway, they should be accessible to all. For high-value service providers such…

7 Marketing & Recruiting Phrases CPA Firms Should Stop Using Now

When you spend enough time with the same people, whether that’s your family, friends or at work, it doesn’t take long before a shared…

2024 BDO Alliance Conference

Simons Marketing is hitting the road! Myah and Alison will be presenting two sessions during the BDO 2024 Alliance Conference in Las Vegas. These…

From the Hive: The bees have swarmed!

Bad news! The bees have swarmed! There must be a business lesson here somewhere… Let's see if we can figure it out together. As a quick…

Buzz From The Hive: This is a First

The bees are happy and healthy. Like all of us, they are enjoying the summer! I got a second harvest of honey in late July. This ornery bunch is…

Buzz from the hive: The gals are on their own!

Faithful readers will know we collected honey in late June just after returning from Brazil. Well, six days later, my family got on *another* plane…

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Buzz from the Hive: The new nuc is thriving!

“Have you been to Brazil?” is a question I get a lot because my husband is Brazilian. This June we not only made the trip, but…

From the Hive: Bees Back in Action!

We're back in action! How did we transport a colony of bees home from the The B Farm? In the backseat of the car next a slightly nervous seven…

Musings On…AI, SEO and the Future of CPA Firm Websites

Welcome back to Musings On, our series where we ask questions that we don’t necessarily have answers to (yet). I recently attended a webinar…

Musings On: AI shouldn’t spur a race to the bottom when it comes to CPA firm pricing

As I continue to immerse myself in the world of AI, something has been nagging at me. I can’t stop thinking about the impact AI will have on…

Create better prompts to get the most from generative AI

By now you’ve likely seen demos by AI evangelists revealing impressive results from generative AI tools. But when you try to get ChatGPT to…

AI Marketing Experiment: AI Novice Article Research

Let’s all just agree that we don’t need to start with an explanation of why artificial intelligence is potentially relevant to your…

3 Ways We’re Using ChatGPT for CPA Firm Marketing

This article was written by our managing director, Myah Shein. I should start by admitting I’m not exactly a luddite, but I can be skeptical…

Developing a CPA Firm AI Policy

While AI is not new technology, it’s entered our daily lives with ferocity since ChatGPT became available in November, 2022. AI tools have…

Buzz from the hive: A nail biter!

It's nearly Spring and the bees’ status is in question. This was the hardest winter of beekeeping I've ever had. Remember, the bees…

Buzz From the Hive: The Mother of Invention

As the saying goes; Necessity is the mother of invention (or in this case, innovation). As the weather got cold, so did the sugar water I was…

Buzz from the hive: A winter update

The bees seem to be doing well. It has been a fairly mild winter so far. This means that they’re able to drink the sugar water I’ve…

Buzz from the Hive: All Tucked In

The bees are tucked away in their double layer of warmth. The of the insulation box top doesn't fit on the bottom because it was designed for…

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Buzz from the hive: It worked!

When last I wrote about the bees I asked you to cross your fingers for the new queen to survive. AND IT WORKED! I have to admit to being baffled…

Buzz From the Hive: From Bad to Worse

TLDR; the queen didn't return from her mating flight. I haven't seen any eggs from the new queen I bought. Things don't look good. Now…