The Role of Reviews in Marketing for Accounting Firms

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 [...]

By Kristy Gusick|2024-02-13T05:04:36-06:00September 14, 2023|

Unleash the Potential of GA4: Amplify Your Marketing Strategies with the Latest Google Analytics Version

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 [...]

By Kristy Gusick|2024-02-13T05:14:43-06:00June 29, 2023|

Maximizing Business Development Opportunities through Trade Associations: Seven Proven Steps for Financial Advisors and Accountants

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 [...]

By Kristy Gusick|2024-02-13T05:25:03-06:00April 7, 2023|

Struggling with Recruiting? Here’s How Marketing Can Help

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) [...]

By Kristy Gusick|2024-02-13T05:28:57-06:00November 27, 2022|

Toxic Client Relationships: How and When to Disengage

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 Not [...]

By Kristy Gusick|2024-02-13T05:29:45-06:00October 13, 2022|

10 Ways to Jumpstart Your Business Development Efforts

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 [...]

By Kristy Gusick|2024-02-13T05:31:15-06:00September 9, 2022|

Two Common Misconceptions About Sales

Over the years as we’ve worked with many different financial advisory firms and accounting firms, we have found there is often confusion around the various roles that sales and marketing play in the growth of a practice. Understanding the differences is essential to your firm’s growth – so we [...]

By Kristy Gusick|2024-02-13T05:47:35-06:00February 15, 2022|
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