Managing a financial services firm can sometimes feel like spinning a hamster wheel. It’s an endless cycle of on-boarding and off-boarding employees and clients, buried in day-to-day tasks without taking measurable steps toward sustained growth. Maybe you’ve even grown the firm unintentionally, adding more production employees without putting the [...]
When you’re deciding on a restaurant for dinner, chances are you pay attention to its customer reviews. The same is true for people (i.e., your potential clients) who are deciding on a CPA firm for tax or accounting services. In other words, the reviews your clients leave–or don’t leave—about [...]
Standing out in the sea of accounting firms isn’t easy. Your prospects have more choices than ever, especially given that location has become less of a factor in recent years (thank you, COVID-19 pandemic). Having a professional marketing strategy—one that aligns with your firm’s culture and goals—is critical to [...]
Referral partnerships are a powerful tool in the world of business. By teaming up with other trusted professionals, you can tap into a network of potential clients, enhance your credibility, and boost your overall success. In this blog, we will explore the benefits of having a few key strategic partners [...]
What is Google Analytics 4? Tracking your website's analytics is crucial for gaining valuable insights into user behavior, identifying areas for improvement, and making data-driven decisions to optimize your online presence and achieve your business goals. Without a modern measurement solution, you leave essential insights on the table that [...]
The accounting industry is highly competitive, especially with the rise of online and mobile finance apps. It's crucial to have a strong marketing strategy to attract clients and show them the value of dealing with real people. By providing a unique customer experience, you can attract a loyal audience [...]
Joining trade associations can be overwhelming, with many members rarely attending meetings. However, the strategy we use for becoming actively involved in a target association will help you bring value and gain new business within one year’s time – if you follow our recommendations. Here are seven key steps to [...]
Struggling with Recruiting? Here’s How Marketing Can Help You’ve heard the angst among colleagues, and you might be experiencing it yourself: staff recruitment and retention is a bigger challenge right now than it’s been for a long time. The last survey from National Management of an Accounting Practice (MAP) [...]
Toxic Client Relationships: How and When to Disengage By Kristy Gusick This is a condensed version of an article that originally appeared in a past issue of the Minnesota Society of CPA’s Footnote Magazine. To request a copy of the full article, please contact Kristy Gusick at kristy@alignmarketinggroup.com. Not every [...]
Sometimes bringing in new business can be frustrating and even a bit overwhelming at times. The best way to consistently generate new business is by laying out a strategic, integrated approach to your marketing efforts. Here are some ideas to help ignite your business development efforts. 1. Thank Your [...]
