THE BLOG

Above the Fold

Expert commentary and practical articles designed to help professional firms educate clients, navigate regulatory change, and grow without adding to their workload.

Estate PlanningMarketing
Staying Top-of-Mind Between Wills: How to Prompt Past Clients to Update Their Estate Plans

Staying Top-of-Mind Between Wills: How to Prompt Past Clients to Update Their Estate Plans

Picture this: A client came to you eleven years ago, did everything right, and left with a solid revocable trust, a pour-over will, and a funded plan. Since then, they've had a second child, bought a vacation property in another...

Read more

MarketingPayroll
David vs. Goliath: How Local Payroll Providers Out-Educate National Software Platforms

David vs. Goliath: How Local Payroll Providers Out-Educate National Software Platforms

There's a moment every small business owner dreads: a letter from the IRS arrives, flagged and official, and the payroll software that was supposed to handle everything is completely unreachable. No phone number. No local office. Just a help article...

Read more

Estate PlanningMarketing
Retaining the Inheritance: How to Nurture Relationships with Your Clients' Adult Children

Retaining the Inheritance: How to Nurture Relationships with Your Clients' Adult Children

You spent years building a trusted relationship with your client. You drafted their will, structured their trust, and guided them through some of the most sensitive decisions of their life. Then they pass away, and within six months, their adult...

Read more

CPA FirmsMarketing
Beyond the Balance Sheet: How to Use Your Newsletter to Sell High-Value Advisory Services

Beyond the Balance Sheet: How to Use Your Newsletter to Sell High-Value Advisory Services

Every accounting firm knows the problem. Tax season ends, the compliance work ships, and revenue flatlines until the next deadline. Bookkeeping and basic tax prep keep the lights on, but they're margin-thin and increasingly commoditized by software that promises to...

Read more

CPA FirmsMarketing
Out of Sight, Out of Mind: Keeping Clients Engaged in the Off-Season

Out of Sight, Out of Mind: Keeping Clients Engaged in the Off-Season

April 15th comes and goes. The returns are filed, the extensions are submitted, and your team finally exhales. Then something predictable happens: the emails stop. The calls dry up. The intense, daily rhythm of tax season gives way to near-total...

Read more

Marketing
4 Tips for Strategic Email Marketing

4 Tips for Strategic Email Marketing

Email marketing reigns supreme as the best option for viable lead generation, yielding the highest return on investment of virtually any marketing strategy. Firms that are serious about implementing strategic email marketing initiatives are far more likely to maintain consistent growth than those with a passive approach.

Read more

Marketing
3 Email Tips To Help Generate More Opportunities

3 Email Tips To Help Generate More Opportunities

If you’d like email marketing to start bringing in more new opportunities, you’ll need to turn your messages into attention-getting emails full of click-worthy content. Here are three quick tips to help you dazzle new prospects and keep existing clients...

Read more

Marketing
Web traffic visual

Drive Traffic to Your Website with Strategic Content Marketing

As a busy accounting professional, your focus is on compliance, strategy, and client advisory—not on SEO or web metrics. However, in today’s digital landscape, the success of your firm hinges on whether prospective clients can find you when they need...

Read more

CPA FirmsMarketing
Turn Your Blog into a Lead Generator

Turn Your Blog into a Lead Generator

For accounting firms, your website is more than an online brochure—it’s the virtual front door of your practice. But simply having a website isn’t enough; you need a consistent strategy to drive qualified traffic that converts into paying clients. The...

Read more