How Do You Train a Remote or Hybrid Workforce?

This is a question on many of our minds. As we face the reality of long-term remote and hybrid work arrangements, the facts are clear: Accounting firms will need to find practical ways to connect with and train both on-site and off-site employees. This includes employees at all levels of an organization, and at every…

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Why Invest in Health and Wellness at Your Firm?

I remember one particular day during my 38 year tenure at my firm with great clarity. I drove into the parking lot and had an epiphany. Seeing all of the cars in the lot at that one office, it dawned on me that, as the firm managing partner, I was responsible for the people who…

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Where HubSpot Fits Into Your Go-to-Market Strategy Supporting Digital Growth

Accounting firms sell all types of financial products: tax, valuations, investment, compliance, consulting, cyber and more. Going to market with any product requires advanced planning, and there are many reliable tools available to streamline operations. In 2004, two MIT graduates created HubSpot, which is now recognized as the premiere inbound marketing system. Businesses of all…

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You Need More Than Marketing: You Need a Digital Strategy

If you are a managing partner or a marketing professional at an accounting firm, you most likely already engage in some form of digital marketing. It’s easy to think that “doing” digital marketing is the same as having a digital growth strategy. And some might think having a social presence, an updated website, and occasional…

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How is the ‘Great Resignation’ Impacting Accounting Firm Marketing?

According to the U.S. Bureau of Labor Statistics, 4.3 million Americans quit their jobs in September. By the end of the second quarter this year, there were nearly 10 million open jobs nationwide. Popularly termed “the Great Resignation,” few industries have been left untouched.  Notable entities in the world of accounting have responded by publicly…

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Niche Marketing for Accounting Firms

In an age of steep competition, many accounting firms are deploying a valuable, ‘tried-and-true’ strategy: nicheing. Specializing into a submarket can help firms to differentiate by refining messaging and product offerings. Capitalizing on demand and finding a foothold in a target market as a result. Content marketing is the most successful kind of marketing, and…

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Yes, Your Firm Can Succeed on LinkedIn

How the impact of active participation can elevate your firm. Many managing partners and firm leaders are dismissive of social media, either relying on low-level marketing team members to manage it or ignoring it altogether. There is one platform, however, that accounting firms need to be on — and active within — which can make…

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3 Reasons Firms Don’t Invest in Leadership Development

 Many firms don’t get ahead because they don’t prioritize leadership development. The current market climate for accounting, not to mention the pace of change in the industry, has a lot of managing partners carving a hard boundary line for new initiatives. Often placed in the extras category, is leadership development. This is a mistake.  Investing…

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Leadership Training: the Problem isn’t “What,” it’s “Who”

Firms are making efforts to invest in leadership training programs which inevitably experience a low ROI. After the first few attempts, results-oriented leaders invariably give up, writing off the experience as a failed experiment. Sometimes, it is. But as someone who has dedicated the latter part of my career to leadership development, I would offer…

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