Five Timeless Questions that Every Managing Partner Should Know About Their Firm’s Marketing Efforts

Five timeless questions that every managing partner should know about their firm’s marketing efforts

As a managing partner, you are busy running a professional services firm. You are playing a constant game of whack-a-mole, triaging incoming requests, juggling the many demands on your time. You understand that marketing, when done well, is far more than a business enablement tool — it can be a strategic driver of success and growth for your firm.

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Closed Loop Reporting Between Partners and Growth Teams

Closed Loop Reporting

If your firm isn’t growing, it’s dying.  The accounting industry is becoming dramatically more competitive as waves of private equity capital flow into firms across the nation. Regional and niche firms are being swallowed by larger firms looking for new growth levers. Firms backed by PE are investing aggressively in building out advanced digital marketing…

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Why is Digital Strategy Important?

digital strategy

(Page Updated on August 14, 2023) There is no shortage of buzz around the idea of a digital strategy in 2023. Firms are being encouraged on all sides to “embrace digital” as part of their 2024 budgets. It is important to understand why. Why is Digital Strategy So Important? Digital is the platform with which…

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An Introduction to AI for Accounting Firm Marketers


Since early 2023, one topic has been top-of-mind for all marketers: Artificial Intelligence. AI will upend the way that many marketing teams operate, bringing changes to all kinds of marketing tasks: from email outreach to creating blog posts.  The coming years promise to be a disruptive yet fascinating time for marketers. Change is inevitable, but…

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Digital Deep Dive Summit 2023: A Recap


Last month saw the return of the popular Digital Deep Dive Summit: the only digital summit created exclusively for accounting firms.  Held in Atlanta, GA, the completely sold out conference brought together digital leaders from dozens of the nation’s top accounting firms. Participants heard from a variety of industry experts and discovered actionable strategies to…

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Noah’s Law:  Build Your Ark Before the Flood

Noahs Ark

“For 40 days, the flood kept coming..and as the waters increased they lifted the ark high above the earth” Accounting firms around the nation simply have more demand than they have capacity. It’s an unsustainable and worsening situation, which places an unsustainable strain on both employee morale and client experience.   What is your firm doing…

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Private Equity and Its Intersection with the Accounting Profession

Private Equity

This article is an overview of a recent panel discussion at Winning Ways 2022, the accounting profession’s only conference on practice management.  Recent months have seen an influx of private equity (PE) investment into the accounting industry. In 2022, several PE deals made headlines, with leading firms including EisnerAmper, Citrin Cooperman, and Cherry Bekaert all…

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