CRMs-for-Accounting-Firms Top 10 CRMs for Accounting Firms

Top 10 CRMs for Accounting Firms

A client of mine recently asked me about a CRM tool. What did I think was best for their firm? There are many factors to consider before choosing a CRM, including: Cloud vs. On-premise Define features and functionality you need Ensure the system integrates with other apps Request a demonstration, test drive, and free trial […]

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12-holiday-campaigns_LI 12 Holiday Marketing Campaigns for Businesses

12 Holiday Marketing Campaigns for Businesses

It’s nearly year-end and you want to go out with a bang. Here’s how you can make a holiday message that keeps on giving well into the new year. Plan a holiday campaign that is launched throughout the month and provides tips, gifts, and discounts your clients can use. Focus on fun and festive message […]

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Thanksgiving-B2B-Marketing-Menu-532x266-1 Your Thanksgiving B2B Marketing Menu

Your Thanksgiving B2B Marketing Menu

There’s still time, but not much, to create a Thanksgiving B2B marketing campaign that will have them asking for seconds. Here is what you’ll need along with examples. Ingredients 1 Campaign objective 1 Freebie 1 Landing page 1 Headline 2-3 Bullet points 1 Call to action 1 Image or video 1-4 Form fields Sprinkle in […]

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Frightful-B2B-532x266-1 7 Frightful B2B Halloween Marketing Ideas

7 Frightful B2B Halloween Marketing Ideas

When it comes to B2B marketing ideas for the ultimate fright-night, keep ideas bite-sized and easy to digest. Carve out some time to create a fun-filled campaign bound to startle your clients and have them screaming for more. Here’s how. Snackables – Create an odd number of social media posts to share throughout the month. […]

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Video-storytelling-532x266-1 12 Storytelling Video Topics for Staff

12 Storytelling Video Topics for Staff

Are you looking to create a video channel for your accounting firm? Here are twelve storytelling topics your staff will love to be involved in. These tips are also available…you guessed it…on our video channel. First, create a monthly theme and ask for volunteers. Here are some ideas for a year’s worth of topics: Tell […]

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Crucial-seo-tips-532x266-1 Crucial SEO Tips to Boost Your Site Ranking

Crucial SEO Tips to Boost Your Site Ranking

Search engine optimization (SEO) is the organic way in which people find your company. It’s not done through advertising, though the use of keywords in ads can help increase organic rankings. It’s the terms, words, or phrases people use in search engines (Bing, Google, YouTube, Facebook, etc.) to find your brand name, services, products, and […]

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