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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...

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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...

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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...

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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...

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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...

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CPA Firms
The Post-Tax Season Pivot: Why Now is the Time to Scale Your Marketing

The Post-Tax Season Pivot: Why Now is the Time to Scale Your Marketing

The marathon is over. The coffee pots are finally getting a rest, the 1040s are filed, and your team is likely catching up on much-needed sleep. While the natural instinct after the filing deadline is to go into "hibernation mode,"...

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CRMDatabasePayroll
Keeping Client Databases Organized for Payroll Firms

Keeping Client Databases Organized for Payroll Firms

Running a payroll firm means managing a constant flow of sensitive client information — from employee records and tax IDs to contact details and compliance deadlines. 

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Payroll
Don’t Let Deadlines Kill Your Pipeline

Don’t Let Deadlines Kill Your Pipeline

In the payroll industry, the start of the year is a marathon. Between year-end reporting, W-2 distribution, and onboarding new January clients, your team is stretched thin. It’s easy to let marketing slip to the bottom of the priority list when you’re “too busy.”

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CPA Firms
Calm Before the Storm: Why NOW is the Time to Up Your Marketing Game

Calm Before the Storm: Why NOW is the Time to Up Your Marketing Game

For every CPA firm, the rhythm of the year is dictated by the busy tax season. Right now, in the relative “calm before the storm,” your team is focused on preparation, not panic.

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